Member Modal - Overview

A member modal is a centralized hub providing an overview of an individual member's activities and information.

It includes sections for check-ins, work plans, tasks, schedule, and a calendar, offering a comprehensive view of the member's contributions, tasks, and upcoming commitments. Additionally, the member's profile information is easily accessible, enhancing collaboration and transparency among team members and managers.

Go to the Members page and click on the member's card. You will see a dashboard that is similar to your home dashboard or personal dashboard

An overarching view of member's work including:

• Recent Activities

• Check-ins

• Tasks - Current tasks and status

• Work Plans

• Calendar - For the next 4 weeks

• Timesheets - Last week & this week

• Projects - Activity over the last 30 days

• Completed Tasks

• Assigned By Me - Tasks assigned by the member

You can click into any of the boxes to view in more detail

You can also navigate to the member's profile and schedule using the tab on the left

Read more about Profile tab

Read more about Schedule tab