Knowledge Base Category: My Dashboard

Are there any Prerequisites? Yes, you need a registered Titan account. Understanding Project Metrics in Titan On the Titan Dashboard and with an active regular license, you will find the Projects metric that lets you know exactly how many projects you have created and how much quota you have left to work with. Below you will find…

Up to now, it was only possible to filter or search for a project. This new feature allows more options to organize, find and manage projects. Clients with many projects across multiple departments could manage projects more efficiently. Are there any Prerequisites? You will need a registered Titan Account, which comes in Free, Teams, and Business Pro…

Are there any Prerequisites? Certainly! You must be an existing power user or administrator with a registered Titan account to add an editor or a Salesforce power user. What steps should I follow? The following steps will show you how to add editors or power users to the Titan dashboard. Log on to the Titan dashboard and…

Are there any Prerequisites? Yes, you need a registered account with Titan to switch between the dashboards. What steps should I follow? Titan lets you get started with two dashboards! Use the one that you feel is most comfortable.  Follow the steps and screenshots below to learn how to switch between the Dashboard and the Classic Dashboard. You will automatically…

Are there any Prerequisites? Indeed! You need a registered account with Titan to modify your company information in the Titan dashboard. What steps should I follow? The following screenshots and steps will show you how to add and modify your company information on the Titan platform. Let’s take a look. Logon to the Titan platform dashboard and…

From time to time, there will be issues that crop up and support is required from our team, this is why we put together this guide. Save time with Titan, follow the simple steps below to navigate your way to successfully creating, viewing, and following up with a support case in the Titan Dashboard. Are there any…