How to Manage Dashboard History & Catch Up/Mentions

For a global view of all proposals and orders you created, go to the History and Catch Up tabs on the dashboard.

The History tab displays a nice view of all proposals and orders. Both proposals and orders can be sorted by latest or oldest and filtered by status.

History tab with orders
History tab with orders

Proposal/Order notes are visible and you can add new notes, mention other users, filter by unseen mentions, and change proposal/order status easily.

History tab with proposals
History tab with proposals

The Catch-Up tab displays recent activities and mentions. Here you can see who and when changed Proposal or Order status, as well as notes where they were mentioned.

The Catch-Up tab
The Catch-Up tab

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