The My Responsibility Dashboard is connected with due dates on ProDeal. The dashboard separates the items that are overdue, today, later, and items without due dates. The due dates that show are only for items in ProDeal where a due date has been set and your team is assigned as responsible.
This feature is only available for Licensed Customers.
My Responsibility Dashboard Filters
Use ProDeal’s My Responsibility dashboard filters to filter your dashboard and display the checklist items that you need.
There are four types of filters you can use to specify what you need to see on the My Responsibility dashboard.
Status
Room
Type (type of checklist item)
Due Date
Note: You can Hide/Show the filters by clicking the Filters button found on the upper right of My Responsibility Page
In the My Responsibility dashboard, you can export a CSV and XSLS file format containing a list of the checklist items that you are responsible for.
💡 You can use multiple filters at the same time, and can export based on active filters.
To export the My Responsibility dashboard:
Click the EXPORT button found in the top right corner of your screen.
Select what type of file format you want to export.
💡 Pro Tip: Users can search for all Items, Documents, and Notes across all rooms on any ProDeal page using the Global Search.
Related Articles
Dashboard Search Bar - Find your desired room quickly and easily.
Checklist Search Bar - Search for a document and/or a checklist item within the room.