DIGI-DO DashBoard

The Home Page of DIGI-DO is also referred to as the DashBoard. Many Daily Activities, Events, Personal and Group Communications, and Shortcuts to more Advanced Features are available from the Dashboard. The Dashboard combines powerful features that allow you to track RELATED Files, Notes, Events, Tasks, and Projects - either Personal or for your Team. You can gain Quick Access to your favorite Features by Customizing the DashBoard Layout. Note: Hover over any area identified by a Transparent Red Rectangle and Left Click for more Details.

DIGI-DO DashBoard Left Margin Navigation

The DIGI-DO Landing Page has a Nav Bar down the left side. Use it to set up, and later modify, your Task Templates, Alert Templates, Category Classes, and Account Settings. Task and Alert Templates work together, so changes to one may affect the other. Everyone can see who belongs to each Team, but only the Group Admin can change Team assignments. Once your preferences are in place, the Nav Bar also takes you to the details behind the daily activity summarized on the Dashboard.

DIGI-DO COMMAND CENTER

Everyone visits DIGI through this flexible, six panel Command Center. It was designed to minimize user fatigue by allowing the User to capture and manage personal data without requiring a Deep Dive into the underlying functionality of each major DIGI Tool. To maintain visual clarity, the interface splits display / input fields into six distinct logical panes that can be customized to individual preferences. Click the Links below for more details about each Tool.

DIGI-DO IT

This is where you DO IT - Perform Daily/Weekly/Monthly Activities. Routine Activities allow Users to Communicate effectively with one another; to manage Files/Tasks/Notes/Events relevant to their Personal or Professional Activities. DIGI-DO Activities also offer more extensive insight into the Birds-Eye-View offered within Sections of the DashBoard. Here you can define, edit, and delete desired Settings, Templates, and Profiles to customize the Stats displayed on the DashBoard.

DIGI-DO Reports

It is sometimes easy to get lost in the details - your memory may fade while clicking from page to page. A summary page could provide an anchor for further action or serve as a quick reminder - to tape to the refrig door or email to your supervisor. Combined with powerful Category cross-checking and other Filtering Techniques, DIGI Reports offer impressive Tools to obtain that View-From-One Thousand Feet.

DIGI-DO Setup

Certain Setup Options will be required to initialize DIGI-DO and facilitate routine access to the system. Experienced Users will utilize Setup Options to generate Recurring Templates and expand Category Tag lists to improve Tracking. Managers continually utilize Setup Options to designate Team Leaders and reconfigure Team Members.

DIGI-DO Daily Tasks

The Task Manager provides enhanced options to View Tasks for specific Dates, assign Alerts that will generate emails or SMS notifications for Tasks not finished. Supervised Tasks can be displayed with a Completion Date, the person Assigning the Task, Due Date, attached Categories, and Priority Status.

DIGI-DO Notes

Notes capture what you will need to find again later. A Note can be Personal, visible only to you, or Shared with chosen Members of your Team. Team Leaders can also send Shared Notes to other Team Leaders or the Group Admin. Attach Category Tags (Group, Team, or Personal) and use flexible Search, Filtering, and Sorting to retrieve a Note long after you have forgotten writing it. A Note can stand alone or be "glued" to a File, Task, or Event, so the context travels with the item it describes. When a Task passes its Due Date and Time, as set in Alerts, a Reminder Note is created for it automatically. In addition, a Team Leader can assign a Tracking Date to a Note for follow-up action. Depending on your Organization's product choice, the Tracking Date triggers an Email Alert or an SMS Text Alert, or simply posts a Sticky Note, to every Member of the Team selected by the Member who created it.

DIGI-DO Daily Alerts

Often a Task, Event, Meeting, or Phone Call is too important to take the risk that it might slip by. Sure, you can set a Timer, but will you receive periodic notification if incomplete, or will you have a record of it in the future? Email Alerts are available with any DIGI-DO module and SMS Text Alerts can be implemented for Organizations after completion of the DIGI-DO SMS Approval Process.

DIGI-DO Weekly Tasks

Many responsibilities repeat on a rhythm, and the Weekly view is where that rhythm becomes visible. See the Tasks coming due across the week at a glance, so you can spot a crowded day before it arrives. Recurring Tasks built from your Task Templates appear automatically each week, alongside your one-time Tasks. Category Tags and Filtering let you narrow the view to a single Project, Team, or Priority. Alerts attached to a Task travel with it, so a Task that slips past its Due Date and Time still triggers its Alert and its Reminder Note.

DIGI-DO Weekly Alerts

Weekly Alerts gathers the Alerts attached to your Tasks, Events, Meetings, and Phone Calls into a single view of the week, so you can see what is coming, and what could slip by, before the day arrives. Email Alerts are available with any DIGI-DO module, and SMS Text Alerts can be implemented for Organizations after completion of the DIGI-DO SMS Approval Process. Alerts travel with the item they protect, so a Task that slips past its Due Date and Time still triggers its Alert, and a Reminder Note is created for it automatically. That leaves a record you can find again long after the week is over.

DIGI-DO Monthly Events

Monthly Events gives you the big picture of the month. Appointments, meetings, and deadlines, including those saved from Quick Events, appear together in one view, so you can spot a crowded week or an open stretch before you commit to anything new. An Event can be Personal or shared with a Team, so everyone who needs to be there sees the same Date and Time. Category Tags and Filtering let you narrow the month to a single Project, Team, or Priority. A Note can be "glued" to an Event so that agendas and follow-up details travel with it, and an Alert attached to an Event makes sure it cannot slip by.

DIGI-DO Supervised Tasks

Supervised Tasks are how work gets handed to someone else and tracked until it is done. A Group Admin or Team Leader assigns a Task to a Member, and the Task appears in that Member’s Today’s Tasks automatically, so nothing depends on a hallway conversation.

The Supervised Tasks view shows each Task with its Completion Date, the person who assigned it, its Due Date, attached Categories, and Priority Status. Assigners can see at a glance what is finished, what is still open, and what has slipped. When a Task passes its Due Date and Time, as set in Alerts, a Reminder Note is created for it automatically.

DIGI-DO File Management

File Management finds any File you have ever glued to a Note. Since Categories must also be attached to Files, through those associations, Files can be retrieved and filtered in the future by Category Class (Personal, Team, or Group), by Category (any number of Categories, combined with AND/OR logic), by Note Type, by Member (Individual, Team, or Group), and, of course, by Date Range. You will never again lose a File or spend excessive time searching through file folders. Simply enter a few File Filters, then revise or expand with any combination of triggers that you can recall.

Since Files can be created and deleted across the entire Organization (with proper credentials), DIGI-DO can serve as a backup or secondary drop-box for files shared/created by other Team Members.

My Profile

My Profile holds the personal details DIGI-DO keeps about you. What it contains depends on your Organization: a small Team may need little more than a name, while an agency that reports demographics to funding partners may collect considerably more. Only you, when logged on, can view or edit your Profile. Your Email Login is the one read-only field, because DIGI-DO relies on it to verify and identify you. Team Leaders and the Group Admin cannot open your Profile, but they can create Reports that draw a limited subset of its information: a Team Leader from the Members of their own Team, and the Group Admin from the entire Group. To add a photo or set a personal Pin, see Pics & Pins. Your information is handled as described in the Privacy Policy.

Terms Of Service

Terms of Service sets out the ground rules for using DIGI-DO. Access begins with your Email Login, which DIGI-DO relies on to verify and identify you. If several people share one Email Login, such as a family, each person should set a personal Pin so that every User’s activity stays separate. Your Organization decides how DIGI-DO is used within it: the Group Admin designates Team Leaders and assigns Members to Teams, and what you can see and do depends on whether you are a Member, a Team Leader, or the Group Admin. Optional services, such as SMS Text Alerts, are available only after your Organization completes the DIGI-DO SMS Approval Process. Using DIGI-DO means accepting these Terms. To learn how your information is handled, see the Privacy Policy.

Privacy Policy

The Privacy Policy explains who can see what across the whole of DIGI-DO, and the rule is simple: what you keep Personal stays Personal, and information is shared only when you choose to share it or when a role allows limited oversight. Only you, when logged on, can view or edit your Profile. Personal Notes are visible only to you, and Personal Tags can be created and assigned only by their creator. Shared Notes, Team Tags, and Events shared with a Team are visible to the Members you or your Team Leader select. Oversight is limited by role. Team Leaders can create Reports, and search by Personal Tags, for the Members of their own Team. The Group Admin can do the same for the entire Group. Team Feed Notes are visible to your Team and your Team Leader but not to the Group Admin, and they are deleted automatically after a retention period set in Account Settings (never less than one week). Alerts are sent by email and, for Organizations that have completed the DIGI-DO SMS Approval Process, by SMS text.

DIGI-DO does not sell your data. Outside your Organization, information may be shared only with trusted service providers (such as hosting, analytics, and payments), when required by law, or as part of a business transfer such as a merger or acquisition. What your Organization collects in each Profile depends on how it uses DIGI-DO, and questions about that are best directed to your Group Admin.

DIGI-DO Task Templates

Task Templates save you from retyping the work you do again and again. Build a Template once and let DIGI-DO put it to work. Tasks from your Daily Task Templates appear in Today's Tasks automatically, and Recurring Tasks appear in the Weekly view each week, alongside your one-time Tasks. Templates come in three lists: Personal Daily Templates, Personal Custom Templates, and Group Custom Templates. Personal Templates are yours alone, while Group Custom Templates are shared with the Group. Any Template can also be called up on demand through Quick Pick, either one Task at a time or as a complete Snappy List. Task and Alert Templates work together, so a change to one may affect the other. Review both after you edit.

DIGI-DO Pics & Pins

A photo helps teammates put a face to your name. Because DIGI-DO relies on email to verify and identify users, your picture might be a useful addition, so be sure to give it your best shot so that people will recognize you.

If several people share one DIGI-DO Account using the same Email Login, such as a family, each person can set a personal Pin. Pins keep every user's activity separate, even when everyone is working under the same account.

DIGI-DO Category Classes and Tags

Important Tasks, Notes, Messages, and Files can be labeled with Category Tags, and an item can carry multiple tags. Tags come from three Category Classes: Group, Team, and Personal. The Group Admin creates Group Tags, which everyone can see and assign. Each Team Leader creates Team Tags, which are visible only to the Users on that Team. Everyone, including the Group Admin and Team Leaders, can create Personal Tags, which only their creator can see and assign. The Group Admin can search for items by any User's Personal Tags, and Team Leaders can search by the Personal Tags of Users on their Team. Tags work as helpful reminders of what an item relates to, and as memory aids for searching and retrieving archived files, messages, and tasks long after the author's memory fades.

DIGI-DO Team Profile

Team Profile is where the Group Admin shapes the structure of the organization, and it is available only to the Group Admin. The Group Admin designates which Members will serve as Team Leaders and assigns each remaining Member to a Team Leader. Each Member belongs to exactly one Team. These changes can be made at any time, whether Members are still in the generic state or have already been activated during Account Setup, so the structure can grow and change along with the organization.

A Member who is not assigned to a Team Leader remains unassigned, and the Group Admin serves as that Member's Team Leader by default. A Team Leader can also be demoted, but the Group Admin must immediately place that Member under another Team Leader or under the Group Admin, so no Member is ever left without a Team.

Team assignments matter beyond the org chart. When a Member moves to a different Team, access to the old Team's Category Tags is limited: the Member can still see those Tags on existing Items, but can no longer search, filter, or sort by them. The Member gains access to the new Team's Tags, and the new Team Leader gains search access to the Member's Personal Tags.

DIGI-DO Dashboard Layout

You can move any Dashboard Function into any Section of the Display. Simply Select the desired Function on the Function DropDown, then select the desired Section in the Section DropDown, then click Apply. If the Function was previously displayed in another Section, that Section will appear blank and the Selected Function will appear in the Selected Section.

DIGI-DO Command Center Details

The Command Center contains six customizable Sections
Todays Tasks - Quick Pick - Sticky Notes
Team Feed - OnTheFly Tasks - Quick Events