This feature works for:

Account: Main Organiser account only 

Plan subscribed: All plans


Before you begin:
Things to take note: 


Instructions:

First, visit bantu Workspace and log in to your account. You will see the bantu Workspace Dashboard as seen below: 




Section 1 - Header

There are 3 parts: 'bantu Workspace' logo, 'Updates' and 'Your name'

1. bantu Workspace logo

  • Clicking this always brings you back to the bantu Workspace Dashboard, as seen below:


2. Updates

  • Clicking this shows a drop-down list of updates happening on bantu Workspace, as seen below: 


3. Your name

  • Clicking this shows a drop-down list where you can edit your account, view your billing plans, visit the Help Center and logout, as seen below:


Section 2 - Navigation Bar

There are 3 tabs: 'Dashboard', 'Manage My Account' and 'Manage My Organisation', as seen below:


 

1. Dashboard

  • Clicking this tab always brings you back to the bantu Workspace Dashboard


2. Manage My Account

  • Clicking this tab brings you to your account page, which contains an overview of all contacts in the projects you are in charge of, and other tools for more efficient project management
    • Each staff member in charge of at least 1 or more projects should have an account — If your organisation has 3 staff members in charge of 3 separate projects, there should be 3 separate accounts


Note: You can get a complete tour of 'Manage My Account'.


3. Manage My Organisation

  • Clicking this tab brings you to your organisation page, which contains an overview of all contacts across all projects in your organisation, including projects from other accounts if any, and other tools for more efficient organisation management

Note: Only the Main Organiser has access to this tab. You can get a complete tour of 'Manage My Organisation'.  


Section 3 - Main Statistics

There are 4 main statistics: 'Total Projects', 'Total Engagements', 'Total Completed Projects', and 'Total Upcoming Projects', as seen below:



1. Total Projects

  • This shows the total number of projects managed by you, including past projects and upcoming projects

2. Total Engagements

  • This shows the total number of different projects that your community have participated in your organisation, regardless of the number of timeslots in each project
    • If a person has participated in multiple timeslots within the same project, it will be counted as 1 engagement

3. Total Completed Projects

  • This shows the total number of projects that has ended before today

4. Total Upcoming Projects

  • This shows the total number of projects that will begin on a date after today
     

Section 4 - View of all your Projects

Your projects are categorised into 3 sub-tabs: 'Your Ongoing Projects', 'Your Upcoming Projects', and 'Your Past Projects'. There is also a 'Search' button for you to find your projects easily, as seen below:

1. Your Ongoing Projects 

  • Clicking this shows the projects that have begun and have not ended


2. Your Upcoming Projects

  • Clicking this shows the projects that will begin on a date after today


3. Your Past Projects

  • Clicking this shows the projects that has ended before today


Note: As a Main Organiser, you can view the all projects in your organisation, including those created by your Sub-Organisers, while Sub-Organisers can only view projects that they have created, or have been assigned to them.


Tip: You can click on the icon to view the projects as a list, as seen below:


What’s Next?

You can create new projects by clicking the 'Create a new project' button. You can also change your password. If you have any queries, feel free to reach out to us by clicking on the live chat button as seen below:





> Learn how to import contact data

> Learn how to add members directly to a project
> Learn how to edit member information