How can I use the dashboard in self assessment?

Modified on Thu, 11 Jun at 11:03 AM

Using the different features automatically populates your dashboard. Access the assessment dashboard (through the left hand menu) for a centralized view of your overall progress. This makes it easier to track progress at a glance, identify bottlenecks, and manage completion across teams.

The features in the dashboard show the company’s progress on meeting the sub requirements, categorized in the following cards:

  • Incomplete Tasks which include those that are “Not Started” and “In Progress”. 

  • Completed Tasks which include those that are “Done: Evidence Ready” and those that may be "Not Applicable". 


These statuses are mainly used by you and your team members and are not reviewed by B Lab or the Assurance providers until the audit phase has started.


The main section of the dashboard offers a filter on the following categories:

  • Impact Topic
  • Assignee
  • Status
  • Due date


Learn more about how to track a requirement in the Self assessment.

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