How do I navigate the homepage dashboard?

The client home dashboard splits into two sections: the Quick Start carousel and Your Requests.

Quick Start carousel

The top of the homepage gives you quick access to templates, categorized by Use Case or Category. Use the arrows to scroll the carousel.

If activated, there is also a quick link to PERSUIT's AI Smart Scoping feature.

Clicking on Explore Templates leads you to the Template Library, pre-filtered to your selection.

The Templates Library contains all the templates activated by your organization's Template Managers.

Narrow your search using the filters at the top for Use Case, Category and Country.

If you prefer to draft a request without a template, select Start from Scratch, found at the top of the Template Library, or the end of the carousel.

You can also turn any of the requests that you create into a template.

Your Requests

Lower down the homepage, lives the Your Requests section.

Note: At any page of the PERSUIT platform, you can click the PERSUIT logo found at the top left to take you back to the homepage.

Organize your requests using the status tabs at the top: Active; Drafts; Completed; Withdrawn; All.

Sort requests by various date options, using the dropdown menu.  You can also filter by custom tracking field.

There is also a search bar for you to easily search a specific request you might have in mind.

See this article for more information on how to create a new request.