Overview of the Dashboard

Overview of the Dashboard

Home 

When you login to Kuali Build, the Dashboard Home page will display a series of options and menus across the top of the screen.

Kuali Build the Dashboard Home

Action List

The Action List will display tasks that have been assigned to you across all Kuali Build applications.

To navigate to your Action List, click on "Action List" at the top of the page next to the home button. You may have a red number appear next to "Action List." This number indicates the number of tasks you need to complete.

Tasks will disappear from the Action List once action has been taken.

Action list
Action List

My Documents (formerly Submissions)

The My Documents page displays documents that you have created. It is divided into two areas: Submitted and Drafts.  

The My Documents/Submissions page provides a list of completed forms/documents that you have submitted, including their status in the workflow process. Actions such as ‘withdraw submission’ or ‘duplicate and edit’ are available in the submissions area.

The Drafts area provides a list of incomplete forms/documents (across all Kuali Build applications) that have been started but not yet submitted. The creation date and elapsed time is displayed. Click on the form name to make changes, submit, or discard the incomplete form/document.

My Documents aka Submissions

What's new?

The What's new? section of Kuali Build will display important announcements from the Kuali Build team. The flashing number in the green circle will display the number of new announcements.

In What's new? you can find information about new feature releases, important bug fixes, upcoming maintenance windows, Kuali Build tips and tricks, and links to more in-depth documentation. Check this area often.

 

Left Menu Navigation

On the left navigation panel, there are multiple choices to narrow down app selection. For example, viewing only your “favorited” applications. You can favorite an application by mousing over the app icon and selecting the heart in the top left corner.

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There is an option to organize the application icons by Creation Date or Alphabetically. (The default selection is creation date.)

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The browser session will store which selection was made and when a user returns to that space, it will continue to display their desired sort.  If they login in a different browser it will display the default sort order.

 

 

 

Next

How to Build an Application (App)