Individual Dashboard

See your personal workload: initiatives you own, tasks assigned to you, and approvals awaiting your review. The Individual Dashboard is your daily starting point for focused work in ValuePact.

Who this is for

End User Admin Executive

Prerequisites

• At least one initiative or task assigned to you.
• Reviewed Dashboards & Reporting Overview.

Step-by-step instructions

1. Open your dashboard

1. Click Home from the left rail.
2. Scroll to the Recent Activity panel on the right side.

2. Review My Initiatives

The Recent Maps table shows:

Column	Description
Domain	The company or account domain
Pages	Number of pages processed by ingestion
Status	Current ingestion or initiative status
Updated	Last activity timestamp

Click any row to open the account overview.

3. Check My Tasks

1. Navigate to Tasks from the top navigation.
2. The default filter shows tasks assigned to you.
3. Use tabs to switch between:
4. Open — pending and in-progress tasks
5. Completed — finished tasks
6. All — full history

4. Review pending approvals

1. Approval requests appear in the Notifications panel on the home page.
2. Click a notification to open the business case detail page.
3. Review the case, inspect claim validation, and choose:
4. Approve
5. Request Changes
6. Reject

5. Quick actions

From the home page, use the Prospect Prompt Builder to:

1. Describe a new account in plain language.
2. Let the system suggest signals and drivers.
3. Create the account and jump straight into the Intelligence workspace.

6. Track activity

The Recent Activity feed shows:

• Ingestion job status changes
• New comments on initiatives you follow
• Task completions by teammates
• Business case approvals

Tip: Set notification preferences

Go to Settings → Notifications to choose how you receive task reminders and approval requests. Options include in-app, email, and Slack (if integrated).

Permissions required

Role	Permission	Scope
User	View own	Personal
Admin	View any user’s dashboard / Reassign tasks	Tenant-wide
Executive	View own / Team rollup	Personal and direct reports

Limits and guardrails

Limit Recent activity shows the last 30 days. Limit Notifications are batched and sent at most once per hour. Limit The task list loads up to 100 tasks per page.

Troubleshooting

Issue: My tasks do not appear

Cause: The task assignee field does not match your username, or the task is scoped to a different account. Resolution: Ask the task creator to verify the assignee name, or remove the account filter. Check that you are viewing the correct tenant workspace.

Issue: Approval request is missing

Cause: The request was sent to a different reviewer, or the business case was regenerated and lost the approval chain. Resolution: Open the business case detail and click Request Approval again. Check the Revision History to see if the case was regenerated.

Issue: Recent Maps table is empty

Cause: You have not created or accessed any accounts recently. Resolution: Create a new account using the Prospect Prompt Builder, or open an existing account from the Accounts list.

Issue: Notifications are delayed

Cause: Notification batching is enabled, or the email provider is experiencing delays. Resolution: Switch to in-app notifications for real-time updates, or check your email spam folder.

Related pages

• Team Dashboard
• Collaboration
• Quick Start Guide
• Dashboards & Reporting Overview

Escalation path

For persistent notification failures, open a support ticket with severity P4.