Topics

Dashboards


In This Guide

Standard dashboard and widgets

Brightspot’s standard dashboard contains widgets for performing the most frequent tasks in electronic publishing.

Standard dashboard
Standard dashboard

The following sections describe dashboard widgets. Most of these widgets are available on the standard dashboard, while some can be added to custom dashboards.

Quick Start

The Quick Start widget has links for creating new assets or editing existing ones. The left portion of the Quick Start widget lists content types that you use often. Clicking one of the content types opens a blank content edit page for that content type. The right portion of the Quick Start widget lists existing assets. Clicking an asset opens it in the content edit page.

Quick Start widget
Quick Start widget

Recent Activity

The Recent Activity widget displays editors’ activity in reverse chronological order. You can use this widget to open recently published or edited assets. You can filter the assets by type, editor, and status.

Recent activity widget
Recent Activity widget

Report

The Report widget provides tabular and graphical reports of your publication activity.

Report widget
Example report

Resources

If you frequently refer to certain websites or files for source material, you can bookmark them in the Resources widget. Adding bookmarks to the Resources widget can make your work go faster, primarily because you don’t need to repeatedly find the source material in search engines or your browser’s bookmarks.

Resources widget

When you click on a link in the Resources widget, your browser downloads the file or displays the web page, depending on the type of resource and your browser’s configuration.
Scheduled Events

Scheduled events widget
Scheduled Events widget

The Scheduled Events widget displays items scheduled for future publication. By default, the widget shows scheduled changes for the upcoming week. You can page through previous and upcoming weeks, and you can view by day, week, or month.

Unpublished Drafts

The Unpublished Drafts widget lists all saved but unpublished assets, including everything in your workflows. You can filter the assets by type, editor, and status.

Unpublished drafts widget
Unpublished Drafts widget

Upload
Use the Upload widget to add files to Brightspot. You can upload a large number of images, PDFs, videos, or almost any other file you need to incorporate into your own content. (Depending on your version of Brightspot, you may be able to upload only certain types of files, such as only PNGs and JPGs.)

Upload widget

Work Streams
The Work Streams widget lists the work streams to which you can contribute as well as the progress of each work stream toward completion. You can filter the list of work streams by making selections from the lists.

Workstreams widget

For detailed information about work streams, see Work streams.
Search

The Search widget displays the results of a query you define. Search widgets are useful when you frequently use a search condition and you want to see the results on your dashboard instead of in the search panel.

Search widget

The previous illustration shows a search widget that displays images published in the current month.


Dashboard hierarchy

Understanding dashboard hierarchy

Brightspot has four levels of dashboard hierarchy:

  • Global—Dashboard created at the global level. This is the default dashboard for all users who do not have a User, Role, or Site dashboard available to them.
  • Site—Dashboard created at the site level. A site dashboard is for users who are working on a particular site. This dashboard is seen by those users who do not have a Role or User dashboard available to them, but are working on a site that has a corresponding dashboard.
  • Role—Dashboard created for users at the role level. A role dashboard is for users associated with a certain role.
  • User—Dashboard created and for an individual user. This dashboard takes precedence over all other levels of dashboards and is only seen by the user to whom it is applied.

Configuring dashboards in a hierarchy promotes consistency among similar users, such as those in the same role or those working on the same site.
For example, suppose a publisher operates several sites, one of which is named "Thermostat Warriors," and the following dashboards have been created:

  • Configured by the Brightspot administrator:
    • global dashboard
    • A dashboard for the site "Thermostat Warriors"
    • A dashboard for the role "Reporter"
  • Sam, a reporter on the "Thermostat Warriors" site, configured his own (user) dashboard. He is the only user at our publisher to have done this.

Using the following diagram, you can see how these dashboards relate to each other and the users on the various sites. At the top you see the Global dashboard. At the next level are the site dashboards, which in this case show the "Thermostat Warriors" site and all of the "Other Sites" operated by this publisher. Below that are the role level dashboards that show the Reporter role and all of the other roles that users occupy at our publisher. Finally, you see Sam's dashboard and all of the other users who have not created their own dashboard.

Dashboard hierarchy examples

Using the diagram above for reference, you can see which dashboards Sam and the other users at this publisher would see:

  • Sam sees his own dashboard, regardless of which role he is using or which site he is working on. His user dashboard takes precedence over all of the other dashboards that are available.
  • Any users (besides Sam) at our publisher that have the Reporter role assigned to them see the dashboard for the Reporter role, regardless of which site they are working on.
  • All other users at our publisher that do not have the Reporter role assigned to them see the following:

    • When they are working on the "Thermostat Warriors" site, they see Thermostat Warriors site dashboard.
    • When they are working on any other site, they see the global dashboard.

Precedence of dashboard settings
If a setting is configured on multiple dashboards, Brightspot uses the setting with the highest level of precedence. The following table describes the setting logic when four dashboards are configured at the global, site, role, and user levels. The role in this example is the "editor" role.

SettingGlobalSiteRole (Editor)UserSetting Used
Widget layoutsetnot setnot setsetuser
Resources widgetsetnot setsetnot setrole
Upload widgetsetsetnot setnot setsite
Workflow widgetsetnot setnot setnot setglobal

Referring to the previous table—

  • Brightspot uses the Widget layout setting configured at the user level. Those users that did not configure this setting would see the global setting.
  • Because no Resources widget setting is configured at the user level, Brightspot uses the Resources widget setting at the role level. In this case, all users with the role of "editor" would see the settings specified at the role level. Those users who do not have the "editor" role would see the global setting.
  • Because no Upload widget setting is configured at the user or role levels, Brightspot uses the Upload widget at the site level. All users working on the site where this setting was configured, would see the settings specified at the site level. Users not working on that site would see the global settings.
  • Because no Workflow widget setting is configured at the user, role, or site levels, Brightspot uses the Workflow widget setting at the global level. All users would see this setting.

Shared dashboards and multiple roles

Editors with more than one role have access to each role’s dashboard. For example, Adam is an editor associated with the Editor and Writer roles. When opening his dashboard, he sees two tabs, each one containing the dashboard for his associated roles.

Dashboard for an editor's roles


One-off dashboard

A one-off dashboard is dedicated to the user, role, or site for which it is created. You cannot share one-off dashboards with other users, roles, or sites. For example, if you create a one-off dashboard for the site “Thermostat Warriors,” that dashboard is not available to editors working on any other site. Similarly, if you create your own one-off dashboard, other editors cannot use it.

The following procedure describes how to create a one-off dashboard.

Warning
If you replace a one-off dashboard with another dashboard, Brightspot permanently deletes the replaced dashboard.

  1. Do one of the following:

    To create a one-off dashboard…
    Start by…
    At the global level
    1. Click menu > Admin > Sites & Settings
    2. In the Sites widget, select Global. The Edit Global widget appears.
    3. Under Main, expand Dashboard.
    At the site level
    1. Click menu > Admin > Sites & Settings
    2. Under Sites, click the site for which you want to create a one-off dashboard. The Edit Site widget appears.
    3. Under Main, expand Dashboard.
    At the role level
    1. Click menu > Admin > Users & Roles
    2. Under Roles, click the role for which you want to create a one-off dashboard. The Edit Tool Role widget appears.
    3. Toward the right of the widget, select more_horiz> Dashboard.
    At the user level
    1. Click menu > Admin > Users & Roles
    2. Under Users, click the user for which you want to create a one-off dashboard. The Edit Tool User widget appears.
    3. Toward the right of the widget, selectmore_horiz> Dashboard.
    As your default dashboard

    1. In the header, click your username, and then click Profile. The Profile widget appears.
    2. Toward the right of the widget, select more_horiz> Dashboard.
  2. From the Dashboard or Default Dashboard list, select One Off. A Dashboard widget appears.
    One-off dashboard widget with slider to resize columns
  3. In the Name field, enter a name for the dashboard. Brightspot uses this name for the dashboard’s leftmost tab.
  4. Add columns of widgets by doing the following:
    1. Click Add Dashboard Column. A form appears.
    2. From the Widgets list, click add_circle_outline and select the widget you want to add to the column. (For an explanation of the available widgets, see .) Repeat to add widgets.
    3. Reorder widgets in a column by dragging and dropping. You can also drag and drop widgets between different columns.
    4. Repeat steps a–c to add more columns to the dashboard.
    5. Resize the columns by dragging the resize button, or click view_column to set all the column widths to be equal.

    The widgets available for configuration depend on the dashboard’s level: global, site, role, or user.

  5. Add tabs to the dashboard by doing the following:

    1. Toward the right of the widget, select more_horiz > Tabs. A form appears.
    2. Click add_circle_outline. A form appears.
    3. In the Name field, enter a name for the tab.
    4. Under Columns, add widgets to each column by following step 4.
    5. Repeat steps b–d to add more tabs.
  6. Click Save.
  7. Configure the following widgets if you included them in your dashboard: Resources and Quick Start.

Shared dashboard

The following procedure describes how to create a customized dashboard you can share with other editors.

  1. Click menuAdmin > Dashboards.
  2. In the Dashboards widget, select New Dashboard. The New Dashboard widget appears.

    Shared dashboard widget with slider to adjust columns
    New Dashboard widget

  3. In the Name field, enter a name for the dashboard. Brightspot uses this name for the dashboard’s leftmost tab.
  4. Add columns of widgets by doing the following:

    1. Click Add Dashboard Column. A form appears.
    2. From the Widgets list, click add_circle_outline, and select the widget you want to add to the column. (For an explanation of the available widgets, see Standard dashboard and widgets.) Repeat to add widgets.
    3. Reorder widgets in a column by dragging and dropping. You can also drag and drop widgets between different columns.
    4. Repeat steps a–c to add more columns to the dashboard.
    5. Resize the columns by dragging the resize button, or click view_column to set all column widths to be equally sized.

    The widgets available for configuration depend on the dashboard’s level: global, site, role, or user.

  5. Add tabs to the dashboard by doing the following:

    1. Toward the right of the widget, select more_horiz > Tabs. A content edit form appears.
    2. Click add_circle_outline. A form appears.
    3. In the Name field, enter a name for the tab.
    4. Under Columns, add widgets to each column by following step 4.
    5. Repeat steps b–d to add more tabs.
  6. Click Save.
  7. Configure the widgets Resources and Quick Start if you added them to your dashboard.

Editing a shared dashboard

  1. Navigate to the required dashboard widget; see Applying shared dashboards at the global, site, role, and user levels for examples.
  2. Click edit. A Dashboard widget appears.
  3. In the Name field, enter a name for the dashboard.
  4. Add columns of widgets by following step 6 in Creating a shared dashboard.
  5. Remove columns of widgets, or remove widgets from columns, by clicking remove.
  6. Under Tabs, add or delete tabs, and adjust the columns and widgets as necessary.
  7. Click Save.
  8. At the top of the Dashboard Edit Page, click Back. You return to the Dashboard widget with the new dashboard selected.
  9. Configure the following widgets if you included them in your dashboard: Resources, Quick Start, and Upload.
  10. Click Save.

Applying shared dashboards at the global, site, role, and user levels

A shared dashboard is available at the same level or lower in the dashboard hierarchy. For example, dashboards created at the site level are available at the site, role, and user levels. (For an explanation of dashboard hierarchy, see Dashboard hierarchy).

  1. Do one of the following:

    To use a shared dashboard…
    Start by…
    At the global level
    1. Click menu > Admin > Sites & Settings
    2. In the Sites widget, select Global. The Edit Global widget appears.
    3. Under Main, expand Dashboard.
    At the site level
    1. Click menu > Admin > Sites & Settings
    2. Under Sites, click the site for which you want to create a shared dashboard. The Edit Site widget appears.
    3. Under Main, expand Dashboard.
    At the role level
    1. Click menu > Admin > Users & Roles
    2. Under Roles, click the role for which you want to create a shared dashboard. The Edit Tool Role widget appears.
    3. Toward the right of the widget, select more_horiz> Dashboard.
    At the user level
    1. Click menu > Admin > Users & Roles
    2. Under Users, click the user for which you want to create a shared dashboard. The Edit Tool User widget appears.
    3. Toward the right of the widget, select more_horiz> Dashboard.
    As your default dashboard

    1. In the header, click your username > Profile. The Profile widget appears.
    2. Toward the right of the widget, select more_horiz> Dashboard.

    Dashboards at Global or site level.png
    Dashboard at the Global or site level

    Dashboard at role or user level.png
    Dashboard at the role or user level

  2. From the Dashboard or Default Dashboard list, select Shared. The Dashboard selection field appears.
  3. Select the required dashboard.
  4. Click Save.

Configuring the Resources widget

You can add frequently used websites or files to the Resources widget.

  1. Create or open a shared or one-off dashboard that includes the Resources widget.
  2. In the Resources Widget widget, in the Title field, enter a title for the widget. (If you leave the field blank, Brightspot uses the title Resources.)
  3. To add a file, do the following:

    1. Under Items, click add_circle_outline, and select Resource File. A form appears.

      Resource file example.png
      Resource file example

    2. In the Name field, enter the file’s name as it will appear in the Resources widget.
    3. If you want the file to appear in the same browser tab as the dashboard, turn on Same Window.
    4. From the File field, select New Upload or New URL, and navigate to the required file.
  4. To add a web page, do the following:

    1. Under Items, click add_circle_outline, and select Resource Link. A form appears.

      Configuring Resources Widget_2.png

    2. In the Name field, enter the web page’s name as it will appear in the Resources widget.
    3. If you want the web page to appear in the same browser tab as the dashboard, turn on Same Window.
    4. In the URL field, type or paste the web page’s URL.
  5. Click Save.

Adding, removing, or "favoriting" content from the Quick Start widget

To remove assets from the Quick Start widget:

  1. In the Quick Start widget, click settings.
  2. Expand the Dashboard menu.
  3. Under Edit Existing Contents, click add_circle_outline. A selection field appears.
  4. Click search. A content picker appears.
    Edit existing content list.png
  5. Search for and select the assets you want to appear in the Quick Start widget.
  6. Close the content picker. You return to Edit Existing Contents.
  7. Click Save. and your assets are added to the Quick Start widget.
    Favoriting content types.png
Tip
To remove an asset from the Quick Start widget, click removefrom the Edit Existing Content list.

To remove content types from the Quick Start widget:

  1. In the Quick Start widget, click settings.
  2. Under “Create New” Types, mark or clear the checkboxes for the content types you want to add or remove.

    Quick Start_Add and Remove Content Types.png

  3. Click Save.

To "favorite" content types on the Quick Start widget:

In order to make the content types you use most frequently easily accessible to you, Brightspot allows you to select content types as your "favorite." Content types that have been "favorited" show up in the leftmost spots of the Quick Start widget to eliminate the need for scrolling to find them.

To "favorite" content types in the Quick Start widget:

  1. Open Brightspot to display the Quick Start widget.
  2. Hover over a content type and click the star located in the upper-right corner of each content type you want to "favorite."
    Favoriting content types selected.png
  3. Refresh your browser.

    The "favorited" content types now show up on the left side of the Quick Start widget.

    Favorite content types on the left