A Quick Guide to Navigating askelle's Dashboard

Created by Donald Uy, Modified on Fri, 12 Sep at 2:58 PM by Taylor Kawaguchi

Sidebar Navigation

The main navigation menu is located on the left side of the screen and contains these key elements:

  • Dashboard: Access your main overview and starting point
  • Proposals Library: View and manage all your proposals
  • Document Library: Access your stored documents
  • Response Library: View and manage saved responses
  • Folder Library: Organize and manage your proposals, documents, and responses all in one central location
  • askelle Anything: Use our open questions functionality for non-proposal specific inquiries
  • Recent Proposals: You can view your five most recent proposals on the navigation bar. Click on the proposal you'd like to gain instant access
  • How Can We Help?: Includes access to the Customer Knowledge Base and Customer Support


Main Dashboard Area

The left side of the dashboard is where you begin to input information for your new proposal. The right side of the dashboard shows you the steps you will progress through, and highlights what step you are actively working on.


 


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