Stop 8 of 58 · about 8 minutes
Where is everything? Most software tours involve someone clicking very fast and saying "and then you just" a lot. This one goes at your pace.
Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result.
Click Dashboards at the top, then the Dashboard Home tab. That is every dashboard you can see, including ones shared with you. Type in the search box to filter the list.
The Field Guide calls a dashboard a module. Same thing: Charity Overview, Donation Analysis, Events, Volunteers, Grants.
Click the pin icon to keep a dashboard at the top of your list. To make one open first every time you sign in, open its menu and click Set as Home Dashboard. Bigger dashboards split into tabs along the top, up to 15 tiles each.
Answer: On the Dashboard Home tab
Answer: Set it as your Home Dashboard
Pinning keeps a dashboard at the top of your list. Home Dashboard makes it open first.
Your home dashboard is the first thing you see each morning. Make it about your supporters.
Learn Mission is a free course. You read a little, do it yourself, then answer one quick check. Orin, the assistant in Orbit, walks with you. Your progress stays in your browser.
It is stop 8 of 58. Open it in the course, or start from the beginning.
Open this stop in the course