Getting Started - Mosio Dashboard

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Getting Started - Mosio New User Tour of Key Features

1. Dashboard

1. Dashboard

The Mosio Dashboard provides a high level card view with information about modules you have activated in the application. The dashboard cards are for the project that is selected in the top header.

The numbered items in Image 1 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

Image 1: Dashboard

 

 

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1. Contacts Card:
   * Add a new contact: Add a new contact to your project. Learn more here.
   * Bulk upload: Add multiple contacts at once from a CSV file. Learn more here.
   * Total contacts: The total number of contacts in your project. This brings you to your Contact List.
   * + Quick Action: Quickly add a new contact to your project. Learn more here.
   * Overview: Brings you to your Contact List.
2. Storylines Card:
   * Name of your storylines: Brings you to the selected storyline's "Enroll and Monitor" page. Learn more here.
   * Create new storyline: You will first be asked to create a name for your new Storyline. When you select "Create Storyline", you will be brought to the "Storyline Configuration" page. Learn more here.
   * Overview: Brings you to the Storylines overview page, you will see a list of your storylines.
3. TextChat Card:
   * Text Chat View: Sends you to TextChat page. Learn more here.
   * Starred View: Sends you to Starred Questions page. Learn more here.
   * Flagged View: Sends you to Flagged Questions page. Learn more here.
   * Archived View: Sends you to Archived Questions page. Learn more here.
   * Deleted View: Sends you to Deleted Questions page. Learn more here.
   * Send new message: Sends you to "Quicksend - New Contact" page. Learn more here.
   * Overview: Brings you to the TextChat home page.
4. Appointments Card:
   * # Appointments Today: Number of today's appointments.
   * # Confirmed Today: Number of today's confirmed appointments.
   * # Appointments Tomorrow: Number of tomorrow's appointments.
   * # Confirmed Tomorrow: Number of tomorrow's confirmed appointments.
   * Schedule new appointment: Brings you to the "Schedule and Monitor" page to create a new Appointment Reminder. Learn more here.
   * Overview: Brings you to the "Schedule and Monitor" page to view your Appointment Reminders.
5. Alerts Card:
   * # Sent Yesterday: Number of alerts sent yesterday.
   * # Today's Alerts: Number of alerts for today.
   * # Upcoming: Number of upcoming alerts.
   * Create new alert: Brings you to the Alerts page to create a new alert. Learn more here.
   * Overview: Brings you to the Alerts overview page.
6. Surveys Card:
   * Survey links: Your surveys will appear here in the form of links. Selecting one will bring you to that survey's page.
   * Create new survey: You will first be asked to create a name for your new Survey. When you select "Create Survey", you will be brought to your new survey page.  Learn more here.
   * Overview: Brings you to the Survey overview page, here you will see a list of your surveys.