Overview page

The Document360 Overview page provides a combined view of your documentation activities, including assigned tasks, starred articles, recent activity, article performance, and inline comments.

The content shown on the Overview page depends on your role and plan. You can view tasks, feedback assignments, comments, analytics, and project-level usage metrics. Each section appears as a separate card, with quick actions and links to related modules.

You can filter the Overview page by workspace, search within individual cards, and open detailed views where available.

Overview page layout

At the top of the Overview page, you’ll see the current date, along with a personalized greeting.

The rest of the page is organized into cards that display information such as task assignments, article performance, feedback, comments, and project activity. The data shown in each card varies based on your role and access permissions.

You can use the workspace filter to view information for a specific workspace or across all workspaces in the project. If you select an API documentation workspace, the Overview page will display only the data relevant to that workspace.

Tasks card

The Tasks card displays all your assigned documentation tasks in a consolidated view. It includes Workflow, Feedback, and Review reminder tasks. You can perform quick actions directly from the card or navigate to the relevant article.

By default, the card displays tasks assigned to you for the current week (Sunday to Saturday), including overdue and today’s tasks.

Task types

The following task types are displayed:

• Workflow tasks – Articles in which you are assigned any workflow status.

• Feedback tasks – Article feedback or Eddy AI search feedback assigned to you from the Feedback manager.

• Review reminders – Articles marked as Needs review for which you are a contributor.

NOTE

Tasks without a due date are automatically assigned to Today. A tooltip states that the task has no due date set and defaults to today.

Each task displays the article title, task type, status, due date, and assignee.

Managing tasks

Each task in the Tasks card supports quick actions that help you manage tasks directly from the Overview page. You can view the quick actions by hovering over the task or selecting the checkbox next to the article name.

Hover actions

When you hover over a task, the following two actions are displayed:

• Snooze (available for all task types)

  Using the Snooze action, you can temporarily postpone a task by choosing one of the following options: Tomorrow (on the next day at 9 AM), Next week (on the same day in the following week at 9 AM), or a custom date and time.

• One task-specific action:

  • Workflow tasks: Update workflow status

  • Feedback tasks: Manage feedback

  • Review reminder tasks: Mark as reviewed

More options menu ()

Click the More options icon to view additional actions for each task type:

• Workflow tasks: Publish and Publish later.

• Review reminders: Publish and Publish later.

Checkbox actions

When you select the checkbox next to the article name, the following actions are available:

• Workflow tasks: Publish, Publish later, Update workflow status, Snooze, and Add labels.

• Feedback tasks: Snooze and Manage feedback.

• Review reminders: Publish, Publish later, Snooze, Add labels, and Mark as reviewed.

NOTE

If your article is marked as Needs review and is Published, the task will appear in the Tasks card. However, the Publish and Publish later actions will not be displayed for that article.  

If you select multiple tasks, you will be able to see the actions common to all task types.

Filters and search

You can narrow down your task list using the filters and search bar available in the Tasks card. These controls help you quickly locate specific tasks based on type, timeline, status, or due date.

1. Task type
   Use the task type filters to view only Workflow, Feedback, or Review reminder tasks. You can select one or more task types at the same time by clicking the corresponding tabs at the top of the task list. The list updates to show all tasks that match any of the selected types.

2. Timeline
   Use the timeline filters to view tasks based on their due date:

   • This week - All tasks due during the current calendar week (Sunday to Saturday).

   • Today - Tasks that are specifically due today. This also includes tasks without a due date, which are grouped under today by default.

   • Overdue - Tasks with a due date that has already passed.

   • Snoozed - Tasks that have been manually postponed using the Snooze action. These will reappear on the selected date and time.

3. Filter dropdown
   Filter tasks based on their status and/or due date.

   • The Status dropdown contains status options for all task types, grouped and separated by a horizontal divider:

     • Workflow tasks – Statuses configured in the Workflow Designer (e.g., Draft, In review, Final review).

     • Feedback tasks – Open, Planned, In Progress.

     • Review reminder tasks – Needs review.

   • The Due date dropdown allows you to filter tasks based on due date:

     • Overdue

     • Today

     • This week

     • Custom date

4. Search bar
   Use the search bar to find tasks by article name. The search runs in real time and matches partial or complete article titles.

NOTE

Admins can view and manage tasks assigned to others, but they cannot snooze those tasks or view tasks snoozed by others.

Documents card

The Documents card displays articles you have recently accessed or marked as important. You can toggle between two views: Recent and Starred.

You can also use the Create article button to start a new article directly from the Overview page. This will take you to the Create new article dialog where you can enter your article title and select the target category. If All workspaces is selected in the Workspace & language dropdown, the article will be created in the main workspace.

You can search within the Recent and Starred views using the search bar.

NOTE

Only articles and folders from the knowledge base are shown. Drive files are not included.

Recent

The Recent view lists up to 10 articles that you have recently viewed or modified. Each entry includes:

• Article title

• Last updated time

• Contributor avatar

NOTE

For folders, if contributor information isn’t available, a hyphen (-) is displayed.

Clicking an article opens it in the editor. To view additional details, hover over the article row and then click the info icon that appears. Articles are sorted by most recent activity.

Starred

The Starred view displays up to 10 items that you have marked as important. Starred items can include both articles and folders. Each entry shows:

• Item title

• Last updated time

• Item type (article or folder)

Clicking a starred item opens it in the editor or folder view. To view additional details, hover over the item and then click the info icon that appears. You can remove an item from the list by clicking the star icon.

NOTE

Starred items are user-specific. Items you star will not appear in another user’s starred lists.

Analytics card

The Analytics card displays content performance metrics for your articles. You can view views, reads, likes, and dislikes, filtered by timeframe and contributor. The available data and filters depend on your role and access permissions.

Contributor view

If you are a contributor, the Analytics card shows metrics for the articles you have created or updated. The following data is displayed:

• Created articles (Draft and Published)

• Views

• Reads

• Likes

• Dislikes

These metrics reflect only your contributions.

You can filter the data by the following timeframes:

• Last week

• Last month

• Custom date range

Clicking on View all at the top of the Analytics card opens the Article analytics page.

The count of broken links is also displayed at the bottom of the card. This reflects the latest scan and is not affected by the selected timeframe.

Admin view

If you are an admin, the Analytics card includes two tabs: Content overview and Project overview. The default tab is Content overview.

Content overview tab

The Content overview tab shows combined analytics for contributors in the project. The following metrics are displayed:

• Created articles (Draft and Published)

• Views

• Reads

• Likes

• Dislikes

You can filter the data by:

• A specific user

• A user group

• Multiple users

• Timeframe

NOTE

Admins can filter analytics by individual users, user groups, or multiple users & user groups at once. If no filter is applied, the metrics reflect all contributors in the project.

At the bottom of the card, the number of broken links detected in contributor articles is displayed. This reflects the latest scan and is not affected by the selected timeframe.

Project overview tab

The Project overview tab shows high-level project metrics. These values are not affected by contributor or date filters.

The following information is displayed:

• Recent logins – The last 5 users who accessed the project, sorted by login time.

• Team accounts – Total number of users. Click Manage team to open the Team accounts & groups page.

• Readers – Total number of readers. Click Manage readers to go to the Readers & groups page.

• Drive storage – Current storage used out of total available space. Click Manage files to open the Drive module.

• Failed searches – Number of No result searches, separated by Search (Knowledge base site search) and Eddy AI (AI assistive search).

• Last backup – Date of the most recent project backup

NOTE

The metrics in the Project overview tab are cumulative and do not support time-based filtering.

CAUTION

• If analytics is not available for your plan, the card is hidden.

• If you do not have permission to access analytics, a message is shown instead of the card.

• The Project overview tab is available to all admins, regardless of plan.

Comments card

The Comments card displays inline comments relevant to you.

In the comments card, you will see:

• Comments on articles you have contributed to

• Comments where you are directly mentioned using @mention

Admins see the same view as contributors. If you are an admin but have not contributed to any articles, you will only see comments where you are mentioned.

Each comment entry includes:

• Article title

• Name of the team account who added the comment

• Timestamp of the comment or activity

Clicking a comment takes you directly to the relevant article.

You can filter the Comments card using the following options:

• All – All relevant comments

• Mentions – Comments where you are directly mentioned

• Article comments – Comments on articles you have contributed to

The card automatically refreshes every 2 minutes while you are on the page. It also refreshes each time the page is reloaded. The last refresh time is shown in the corner of the card.

Access restrictions and feature availability

The visibility of Overview page content depends on your plan and assigned user role. Some cards or features may be unavailable if your current plan does not include certain modules, or if your role does not grant access.

Feature-level access

If a specific card (such as Analytics or Tasks) is not available due to your plan, the card is hidden entirely. In some cases, a message is displayed in place of the card to inform you that the feature is unavailable.

Examples:

• The Analytics card is hidden for users without analytics access.

• The Workflow tab in the Tasks card is disabled for users without workflow permissions.

Role-based visibility

Certain features are restricted to Admins:

• The Project overview tab in the Analytics card is visible only to Admins.

• Admins can view tasks assigned to other users and user groups but cannot snooze those tasks.

• Admins with no article contributions will only see comments where they are mentioned.

Users with the Contributor portal role or with Reviewer content role see only the content relevant to their roles and permissions.