Part 3: Getting Started with Dashboards and the Project Workspace Editor

Go to my Oviond dashboard

A First Look at Dashboards and the Project Workspace Editor

In this video, we explore the fundamentals of creating dashboards and using the Project Workspace Editor in Oviond. You'll learn how to set up a new dashboard from scratch, customize it with themes, and manage project settings. We cover essential features like adding content, using assets, setting up automations, and connecting data sources.

This tutorial also demonstrates how to perform quick actions and manage project visibility with sharing options. Whether you’re new or experienced, this guide helps you optimize your workspace for efficient project management.

Step-by-Step Instructions

How to Start a Project

1. Log in to Your Oviond Account

   • Navigate to Oviond's login page and enter your credentials.

2. Choose Your Client

   • On the home page, select the client you want to start a new project for.

3. Click 'New Project'

   • Click the 'New Project' button at the top right-hand side of the screen.

4. Select 'From Scratch' or 'From a Template'

   • In the slide-over menu, select your choice and then click 'Next'.

5. Choose Project Type

   • Select which type of project you need:

     • Dashboard: To view your marketing metrics on a single, full-screen dashboard. Ideal for account monitoring and quick insights (widget limit: 50).

     • Report: For a multi-page layout tailored for detailed and comprehensive assessment of your marketing data. Ideal for in-depth client reporting and analysis.

6. Click 'Next'

   • Click 'Next' to proceed.

7. Name Your Project and Select a Theme

   • Enter a name for your project and select a theme that suits your preferences.

8. Create the Project

   • Click 'Create New Project' to save your new project.

9. Open Project Workspace Editor

   • Your new project will automatically open in the Project Workspace Editor.

Project Workspace Editor Tour

Client Sidebar Menu (left-hand side of canvas)

1. Home

   • Click the Oviond logo to return to the home page.

2. Client Projects

   • Click the list icon to return to the client's projects.

3. Client Settings

   • Click the settings button for settings specific to the client.

Header (top of canvas)

1. Client Logo and Project Name

   • The client logo and project name are displayed here. You can edit the project name using the text input field.

2. Date Picker

   • Use the date picker to select the date range for your project data.

3. Refresh Button

   • Click the refresh button to update the data in your project.

4. Save

   • Click 'Save' to save any changes made to the project.

Toggle Menu (right-hand side of canvas)

1. Arrow/X

   • Click the arrow to open and close the toggle menu.

2. Add Content

   • Drag the required widget onto the canvas to add content to your project.

3. Asset Library

   • Access prebuilt queries or groups of multiple widgets built by Oviond, as well as any assets you or your team have saved to your Asset Library.

4. Automations

   • Use automations to send projects automatically to an email address.

5. Data Sources

   • Integrate and authenticate data sources.

6. Project Settings

   • Select a theme, edit the project name and description, choose sharing options, and set data refreshing options.

Additional Information

• Tip: Customize your dashboard or report with widgets and data sources to get the most out of your new project.

Summary

By following these steps, you can start a new project in Oviond, allowing you to efficiently manage and analyze your marketing data.

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