Once you have created your Dashboard, you can use it to work through your to-do lists, or review your projects.

 

As an example, let's suppose that one of your action items was to purchase your ResultsManager license. It might appear in an original "Project" map like this:

 

An action in a project map

 

When you create your Daily Actions Dashboard, including this project map in the sweep, this action item appears in the Dashboard map organised either by date and/or context. It will probably appear twice (once in each list).

 

Activity shown in a dynamic Dashboard map, in the Context list

 

So, the next time you speak with your Boss, you can get the go-ahead to purchase your ResultsManager license. If you had five other things from different projects (in different project maps) that were also labelled with "Boss", these would appear here as well.

 

An action item taken in isolation might not be completely clear - if you had an action to "Call Jim", for example, you might not immediately recognise what this was about. While you are viewing your Dashboard map, click on View | Show/hide | Callouts, and you will be able to see where action item "belongs":

 

Action item with parent activity shown in a Callout

 

In the dynamically-generated Dashboard map, there is a Hyperlink Icon on every action item. Clicking on this Hyperlink Icon will take you straight back to the original copy of the action item in the project map, so that you can see it in the context of the whole project that it belongs to:

 

Going back to the original activity in the Project map

 

You can work straight from the Dashboard map as well - you don't need to keep returning to the original project maps to update activities. Let's suppose that you have purchased your ResultsManager license, and now you want to check this item as done. In the Dashboard map, select the Activity and click the ResultsManager tab | Activity group | Edit Activity:

 

Editing activities in the Dashboard map

 

 

Change the Progress to "Finished" and click OK. ResultsManager now updates all other copies of this activity in the Dashboard map (as it might be listed in other places too), and also sends the change back to the original Project map:

 


Updates sent from the Dashboard to the original Project map

 

So the next time this Dashboard is created, it will contain the latest status information.