Step-by-Step Guide to Navigating Tasks, Projects, and Discussions in Your Dashboard

11 mins read · Updated 29 Sep, 2025

STEP 1: Click on "Work" to Access Your Dashboard

  • Navigate to the sidebar menu on the left.
  • Click on the Work link to view your tasks and projects.
  • Ensure you are on the Dashboard page to see your current status and updates.
  • This action will lead you to the next step of accessing Projects.

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STEP 2: Click on "Projects" to Access Project Overview

  • Navigate to the left sidebar and locate the "Projects" option.
  • Click on the "Projects" link to view the project details.
  • Ensure you check the "Policy Document Overview" and "Commission Overview" sections for relevant information.
  • Review your tasks and project statuses displayed on the dashboard.

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STEP 3: Click on "Action Button" to Access Project Options

  • Locate the action button in the "Projects" table, highlighted in red.
  • Click on the button to reveal additional options for the selected project.
  • Ensure you are on the correct project row before clicking.
  • Review the options presented after clicking for further actions.

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STEP 4: Click on "View" to Access Project Details

  • Locate the "View" link in the Action column of the project list.
  • Click on "View" to open the project details.
  • Ensure you have selected the correct project before clicking.
  • This action will provide you with more information about the selected project.

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STEP 5: Click on "Discussion" to Access Project Conversations

  • Navigate to the highlighted "Discussion" tab in the project interface.
  • Click on the "Discussion" span to view ongoing conversations related to the project.
  • Ensure you have the necessary permissions to participate in discussions.
  • Look for any notifications or updates in the discussion area.

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STEP 6: Click on "New Discussion"

  • Navigate to the "Discussion" tab in your project.
  • Locate the New Discussion button highlighted in red.
  • Click on the New Discussion button to initiate a new conversation.
  • Ensure to fill in any required fields in the upcoming form.

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STEP 7: Select "MoM" from Category

  • Click on the "Category" dropdown.
  • Locate and select "MoM" from the list of options.
  • Ensure the selection is highlighted to confirm your choice.
  • Proceed to the next step by entering the "Title".

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STEP 8: Enter Title for New Discussion

  • Click on the Title field (marked with an asterisk) to input your discussion title.
  • Ensure the title is relevant to the discussion context.
  • The Title field is mandatory, so it must be filled before proceeding.
  • After entering the title, you can move to the next step to write your reply.

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STEP 9: Click "Reply" to Add Your Response

  • Locate the "Reply" section highlighted in red.
  • Click on the "Reply" area to activate the text input.
  • Enter your response in the provided text area.
  • Ensure to fill in any required fields marked with an asterisk (*).
  • Proceed to the next step to upload a file if needed.

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STEP 10: Click "Add File" to Upload a Document

  • Locate the "Add File" section in the discussion form.
  • Click on the highlighted area to open the file upload dialog.
  • Select the file you wish to upload from your device.
  • Ensure that any required fields marked with an asterisk (*) are filled out before proceeding.
  • After uploading, continue to the next step by clicking the "Save" button.

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STEP 11: Click "Save" to Submit Your Discussion

  • Ensure all required fields (marked with *) are filled out: Category, Title, and Reply.
  • Review your entries for accuracy.
  • Click the Save button to submit your discussion.
  • If you wish to cancel, click the Cancel button instead.

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