The Dashboard

 

Overview

The Cascade CMS dashboard is a bird's eye view of your action items, notifications, and site content. You can add or customize widgets to reflect data from one or more of your sites.

To view the dashboard:

  1. Log in to Cascade CMS with your username and password.
    • Please note that usernames are case sensitive.
    • If your organization uses custom authentication, your login screen may look different.
  2. By default, the dashboard includes the following widgets:
    • Welcome - You can add widgets or reset your dashboard from the Welcome widget. If you have unread notifications, you can click the badge on the date in this widget to view them.
    • My Sites - Sites you've recently visited will be listed here. Click any of them to switch into the site, or use the Site dropdown menu to view all sites you have access to.
    • My Upcoming Tasks - Tasks assigned to you will be listed here in order of their due date.
    • New Content - Create new assets right from the dashboard by clicking on any of the Asset Factories in this widget.
    • My Content - Quickly access your recently-viewed assets, owned content, drafts and working copies, and workflows from this widget. If you have workflows waiting on you or one of your groups, you'll see a badge on the Workflows tab.
    • Stale Content - Keep your content fresh by monitoring stale assets that haven't been updated in a while.
    • Notifications - Your most recent notifications such as workflow notifications, publish reports, and user mentions will be listed here.
    • Content to Review - Assets with upcoming review dates will be listed here.
    • Link Checker - If a broken link check is scheduled for your site(s), the number of broken links and assets with broken links found will be displayed here.

If you have a Default Site chosen in your account settings, newly-added widgets will be pre-configured to display data and content from that site.

Tip - Set a Default Site in your account settings and then click Reset Dashboard in the Welcome widget to quickly configure all default widgets to display data from that site.

To customize a widget:

  1. Hover over the widget and click the pencil icon (  ) in the upper-right corner.
  2. Configure your widget and click Save Settings.

To move or reorder widgets on the dashboard:

  1. Hover over the widget and click and hold the menu bar (   ) in the upper-left corner.
  2. Drag the widget to its new position on the dashboard.

To add widgets to your dashboard:

  1. Click the Add Widget button in the Welcome widget.
  2. Click the plus sign (  ) next to the widget you'd like to add.
  3. Note that you can have multiple widgets of the same type on your dashboard configured to reflect data from different sites.

To remove widgets from your dashboard:

  1. Hover over the widget and click the X icon in the upper-right corner.
  2. Confirm that you'd like to remove the widget from your dashboard.

To reset you dashboard to the default widget configuration:

  1. Click the Reset Dashboard button in the Welcome widget.
  2. If you have a Default Site set in your account settings, all reset widgets will display data from that site.

To switch into a Site:

  1. Select a site from the My Sites widget or from the Site dropdown menu in the upper-left corner of the top menu bar.
  2. Site content will be displayed in the asset tree on the left.
  3. The site's Trash bin is located directly above the asset tree.