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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Use the Dashboard Homepage Filters

  • Updated:

The Dashboard (formerly MyClerk) homepage has many filters which assist in locating content. This article will show you how to use the Dashboard homepage filters.

 

Important Notes

  • Items and approvals will be sorted by the next upcoming meeting date first.
  • Tasks will be sorted with the next upcoming task by Task Due Date.

 

 

Instructions

  1. Sign in to the system if you have not already
  2. Ensure that you are viewing your Dashboard homepage
    The Dashboard homepage option in the left-hand navigation menu.
  3. Select your desired filters
    The Dashboard homepage filter options.
    • View: Narrow down who owns the items/approvals/tasks that are returned in the results list
      • Me: Content that belongs to the current user
      • Everyone: Content that belongs to all users
      • Department: Content that belongs to all users in a specific department
      • User: Dropdown that lets you choose one specific user to search, and more importantly this allows you to access the "People I Back up" selection, which shows you any pending approvals that you are a backup for
    • For: Filter content by all upcoming dates, the next 60 days, the next 30 days, a custom date range, all dates, or content with no agenda assigned
    • Show: Select or deselect options in the Show menu to include or remove results of that type from the filter
        • Items: Include or exclude items
        • Approvals: Include or exclude approvals
        • Tasks: Include or exclude tasks
        • Include Completed: Check this checkbox to include completed items/approvals/tasks in the filter search
      Note: Selected Show options appear as white buttons, while deselected Show options appear as gray buttons.
      An example of selected and deselected Items, Approvals, and Tasks buttons.
  4. Click the Search button
    The green, rectangular Search button which can be clicked to apply the selected filters.
  5. Filtered results will appear below the Show filters
    An example filtered result below the Dashboard filters.
  6. Click the Items, Approvals, or Tasks buttons to toggle the type of results displayed
    The Items, Approvals, and Tasks buttons which appear above the top-right corner of the Results Found list.
    Notes:
    • Only one type of result is displayed at a time.
    • The Items, Approvals, and Tasks buttons will only be visible if they have been selected as part of the Show filters.

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