Presto's Simplified Dashboard... Now Live!

A Faster, Clearer Way to Stay on Top of What Matters Most

Example: The new Simplified Dashboard. fast, clean, and focused on what matters most.

The new Simplified Dashboard is designed to give you instant clarity and focus without the noise. It delivers the same trusted Presto insights in a faster, cleaner, and more intuitive layout, helping you access your key priorities, actions, and KPIs at a glance. Whether you're an experienced user, a first-time participant, or one of the many doers responsible for executing activities, this view makes it easier than ever to stay productive and on track. Think of it as your express lane through daily work. Simple, powerful, and built for action.

Why We Built It

Focus on their top priorities without getting lost in the details.
See progress instantly through clear PDCA stages and task visibility.
Work smarter by understanding how their actions contribute to larger team objectives.

It's a tool that bridges experience levels - offering first-time users an easy learning curve, while giving seasoned Presto champions a faster way to manage their day-to-day execution.

How to Access It

Getting started with the Simplified Dashboard takes less than a minute and there's nothing new to set up or configure.

1.

Go to the Dashboard view and select Dashboards → Simplified Dashboard.
3.

Switch back to the Traditional Dashboard anytime by clicking "Go to Full View" in the top-right menu. Your data, permissions, and PDCA cycle tracking all remain exactly the same.

Steps to access the Simplified Dashboard

Example: Accessing the Simplified Dashboard in two easy steps.

You'll notice right away how fluid the experience feels: faster loading, smoother navigation, and a layout that guides you naturally through the PDCA stages.

For new users, it's the easiest way to learn the rhythm of Plan-Do-Check-Act directly through daily task execution.

For Team Leaders and Administrators

The Simplified Dashboard isn't just a visual refresh, it's a way to streamline how your teams engage with Presto PDCA. As a Team Leader or Administrator, you can decide how and where this new view fits into your organization's daily workflow.

Set as default landing page so staff start here automatically when they log in.
Restrict access so selected users work exclusively in the Simplified Dashboard. Ideal for frontline doers and activity owners.
Keep the Detailed Dashboard available for managers and advanced users who need full project visibility and reporting.

Grant Access to Team Members

Team Leaders can enable the Simplified Dashboard for specific users directly from the Contacts Administration panel:

1

Go to Admin → Contacts Administration.
2

Search for and open the user's contact profile.
3

Activate the Access & EDIT button.
4

Toggle to Both so that the user has access to the simplified view AND the traditional, detailed view.
6

Click Save.

Grant Access in Contacts Administration Panel

Example: Turning on the Simplified Dashboard flag in the Contacts Admin panel.

Tip: Start with one team, review usage and feedback, then roll out broadly.

What's Next

To unlock mountain-moving results with the Simplified Dashboard, it's strongly recommended that Presto Administrators (aka Super Users) and Team Managers / Supervisors review and agree on the permissions per license type across the three roles: Users (Staff), Supervisors, and Administrators. Align at the management level on which roles have edit, create, and delete capabilities.

Users (Staff) - can close tasks (tick boxes) and leave notes.
Supervisors - can create and delete task lists, and create projects.
Administrators - control configuration, license governance, and access policies (e.g., default views and restrictions).

Ensure Team Leaders understand these differences and collectively decide the right mix for each team before roll out.

View: How Workflow Kanbans Are Configured

Recommended roll out approach: Start with a small pilot group → gather feedback → refine permissions → scale organization-wide for best results.