Understanding Create: The Dashboard

Understanding Create: The Dashboard

Introduction to the Dashboard







When you log into Create you'll be welcomed with your user dashboard. This is the high-level overview of all activities in Create and the information is separated into sections. To navigate back to your Dashboard, click the Create Logo in the upper left-hand corner.

To view a full walkthrough demo of Create, click HERE.

The "Assigned to Me" Section

This section shows all the drafts assigned to your user for selected client(s). Drafts with the 'Cancelled' status do not display in this section.

The "Unassigned" Section

This section shows all unassigned drafts for selected client(s) with a status of New, In Progress, Pending Review, or In Revision.

The "Working On It" Section

Only available to Create-Only and Basic Plan subscribers.
This section shows all drafts with a status of New, In Progress, Pending Review, or In Revision.

The "Incomplete" Section

This section shows all the drafts for selected client(s), with a publish date older than a month, that are NOT in the Scheduled, Published, Delivered, Cancelled, or Ready statuses.
 

The "Scheduling" Section

This section shows all the drafts for selected client(s) that are ready for scheduling (have status of Approved, Scheduled, or Ready). The Drafts are displayed in color-coded cards:
  • GRAY: None of the platforms in the Draft have been scheduled
  • GRAY AND BLUE: Some of the platforms in the Draft have been scheduled
  • FULLY BLUE: All of your Draft's platforms are scheduled
  • GREEN: All platforms in the Draft have been published (posts are LIVE)
To see more details on the cards, check out the article HERE.

NOTE: Drafts that have the Content Scheme 'SOCIAL MEDIA POST' will appear in the Scheduling section with the status 'In Progress'. This is because this Content Scheme allows users to bypass the Approval Workflows.

The "Recently Published" Section

This section shows all the drafts for selected client(s) with the 'Published' status with a publish date between today and one month ago.

The "Managed" Section

Only available if any selected clients have a Managed Service Provider (MSP).
This section shows all the drafts for selected client(s) that are managed by any MSP with a status of New, In Progress, In Revision, Approved, or Ready.

The "Action Needed" Section

Only available if any selected clients have a Managed Service Provider (MSP).
This section shows all the drafts for selected client(s) that are managed by any MSP with the 'Pending Review' status.











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