Campaign Dashboard

Action Builder Campaign Dashboard Overview

The Campaign Dashboard gives organizers a centralized view of everything happening across a campaign, all from a single screen. This feature is available to all users.

Setting the Dashboard as Your Campaign Home Page

The Campaign Dashboard can be set as the default home page for your campaign. To enable this, go to the Customize Campaign tab and select Campaign Dashboard from the dropdown.

What's on the Dashboard

Notes

A shared space for campaign-wide updates, context, and coordination. Team members can add notes directly from the dashboard, and existing notes display with the author, date, and a preview of the content. Notes can include links and are visible to anyone with access to the campaign.

To add a note, select Add Note at the top of the Notes section.

Wall Chart

A quick summary of entity data across the campaign, including total entities, flagged entities overall, entities flagged for you, and entities flagged by you.

Tasks

A snapshot of Task activity, showing how many Tasks are assigned to you and when the next one is due. Select Manage Tasks to view and work through your full Task list.

Activity

A running log of everything that has happened across the campaign, including assessment changes, new entities added, bulk edits, and notes added to profiles. Each entry shows who made the change, what was updated, and when. Select See all activity to view the full history.