Dashboard Overview

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Welcome to Your WhatsEngine Dashboard

The WhatsEngine Dashboard is your command center. While you create and manage tasks through WhatsApp conversations, the dashboard is where you set up your account, manage your team, configure settings, and track your productivity. Think of it as the “behind the scenes” area that makes your WhatsApp experience smooth and powerful.

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What You Can Do in the Dashboard

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👤 Account & Profile Management

• Personal Settings: Update your profile, phone number, and preferences
• Timezone Configuration: Set your local timezone for accurate scheduling
• Notification Preferences: Choose how and when you want to be notified

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👥 Team & Collaboration

• Add Team Members: Invite colleagues and set up their profiles
• Create Tags: Organize teams into groups like #marketing, #developers, #sales
• Manage Permissions: Control who can assign tasks to whom
• View Team Activity: See what everyone is working on

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✅ Task Overview & Management

• Task Dashboard: Visual overview of all tasks across your organization
• Filter & Search: Find specific tasks by date, assignee, or content
• Edit Tasks: Modify task details, timing, and assignments
• Bulk Operations: Complete, reassign, or delete multiple tasks at once

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📊 Analytics & Insights

• Productivity Metrics: See completion rates and team performance
• Time Tracking: Understand how long tasks actually take
• Team Reports: Get insights into workload distribution
• Export Data: Download reports for external analysis

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Dashboard vs WhatsApp: When to Use What

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Use WhatsApp For:

✅ Creating new tasks quickly
✅ Checking what’s due today
✅ Marking tasks as complete
✅ Assigning urgent tasks to team members
✅ Getting reminders and updates

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Use Dashboard For:

⚙️ Setting up your account and team
⚙️ Creating and managing tags
⚙️ Configuring timezone and preferences
⚙️ Viewing analytics and reports
⚙️ Bulk editing or organizing tasks
⚙️ Managing team permissions

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Dashboard Layout & Navigation

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Main Navigation

• Dashboard Home: Overview of your tasks and team activity
• Tasks: Detailed task management and filtering options
• Team: Team member management and tag configuration
• Settings: Personal and system-wide configuration options
• Analytics: Reports and productivity insights

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Quick Actions Panel

Every page includes quick action buttons for common tasks:

• 📱 Send WhatsApp Message: Quick link to message the bot
• ➕ Create Task: Add a task directly from the dashboard
• 👥 Invite Team Member: Send an invitation quickly
• 🏷️ Create Tag: Add a new team tag

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Getting Started Checklist

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Dashboard Best Practices

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🎯 Organization Tips

• Use descriptive tag names: Instead of #team1, use #marketing or #sales
• Set up team members early: Add everyone before you start assigning tasks
• Check timezone settings: Make sure everyone’s timezone is configured correctly
• Review tasks weekly: Use the dashboard to clean up completed tasks

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🔧 Configuration Tips

• Enable email notifications: Get summaries of task activity
• Set working hours: Configure when reminders should be sent
• Use bulk actions: Select multiple tasks to reassign or complete
• Export data regularly: Keep backups of important task data

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👥 Team Management Tips

• Create clear tag hierarchies: Use tags like #marketing-content, #marketing-design
• Set up role permissions: Control who can create tags and add team members
• Monitor team workload: Use analytics to ensure balanced task distribution
• Encourage WhatsApp usage: The more team members use WhatsApp, the smoother collaboration becomes

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Need Help?

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Ready to Set Up Your Dashboard?

Start Account Setup

Begin configuring your WhatsEngine account and get your team organized