Use the Dashboard Agent for organization work

Eligible organization managers can use the Dashboard Agent to prepare announcements, attendance tasks, and calendar events.

Start a request

1. Open Dashboard.

2. Open the Dashboard Agent when it is available.

3. Describe the announcement, attendance task, or calendar event that you want to prepare.

4. Review every proposed detail.

5. Correct the title, members, dates, organization, and other fields.

6. Confirm the action only when the result is correct.

The agent prepares work for review. Check the final details before you publish an announcement, assign a task, or create an event.

If the agent is not available

• Check that you have the required organization manager access.

• Open the organization workspace and use the normal creation flow.

• Contact your organization owner when you need access.

Related articles

• Running your organization: the admin workflow

• Create and assign a task

• Manage organization tasks, events, and announcements

• Create, edit, and delete calendar events