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Advanced Features / Last updated: Apr 17, 2026

The Research Dashboard

The **Research Dashboard** is a centralized Kanban board designed to help you manage investigative tasks across your entire project. Instead of jumping between individual people or locations, you can see every open question in one unified view. ## Accessing the Dashboard You can find the Dashboard in the main **Admin sidebar** under the "🎯 Research Dashboard" link. Access is restricted to users with the **Researcher** role or Superusers. ![Research Dashboard Overview](/media/help_images/research_dashboard_overview.png) ## The Kanban Board Tasks are organized into three primary statuses: - **Open Questions**: Your active to-do list. New questions appear here by default. - **Deferred**: Use this for questions that require information you don't have yet. It keeps them visible but separated from your immediate priorities. - **Answered**: Once a mystery is solved, it moves here for historical record. ## Understanding Priorities Every task carries a color-coded priority level that determines its visual prominence and sorting order: ![Priority Card Detail](/media/help_images/research_card_detail.png) - **High (Red)**: Critical investigative threads. These automatically float to the top of the "Open" column. - **Medium (Amber)**: Standard research tasks. - **Low (Grey)**: Background research or minor details. ## Quick Actions To maintain research momentum, the dashboard includes **Quick Action** buttons: - **Resolve**: Instantly marks a task as "Answered". - **Defer**: Moves the task to the secondary column. - **Re-open**: Available in the Deferred/Answered columns to bring a task back to "Open" status. - **Edit**: Opens the full record for detailed answer entry. > [!TIP] > Click the entity name (e.g., "John Henry (Doc) Holliday") at the top of any card to jump directly to that entity's full administration page.

Visual Examples

Research Dashboard Overview
Research Dashboard Overview
Priority Card Detail
Priority Card Detail