ClickHelp Documentation

Reviewer Dashboard


Just like Authors, Reviewers also have their own Dashboard. It is simpler than the one Authors use. Here is how the Reviewer Dashboard looks like.

It is simplified and focused on the review tasks. It contains all topics that are available to the current Reviewer. To open a topic, just click its title in the data table.

As you see, the data table supports grouping, filtering, and sorting, so you can find the necessary document quickly. Let's see how it works.


If you want to group topics, just drag and drop a column header to the grouping zone above the table header. This way, you can group the topics by projects, statuses, and other fields.


There are different types of filters:

  • predefined quick filters;
  • custom filters;
  • columns filters.

Predefined Quick Filters 

Predefined quick filters are at the top of the Reviewer Dashboard. Here is what they look like:

They help to apply the most popular filters quickly. For example, if in your company topics are assigned to reviewers in the Under Review status (which is the recommended workflow), click UNDER REVIEW ASSIGNED TO ME. You'll see only topics that are under review and assigned to you. So, reviewers can treat the dashboard as their personal ToDo list of topics to review. To turn off a filter, click NO FILTER.

Custom Filters

You can specify a custom filter by using the CUSTOM FILTER button that is at the top of the page, or by using the Create Filter button that is at the bottom of the page. In cases when you need something more complicated and custom, use these buttons. Let's see how this works. For example, you need all topics with the Draft status of the "Magic Wand Manual" project:

  1. Click CUSTOM FILTER (or Create Filter).
  2. You'll see Filter Builder. Click   to create a filter.
  3. Specify the filter conditions.

  4. Click OK.

To edit a filter, click the CUSTOM FILTER button that is at the top of the page, or the filter condition line that is at the bottom of the data table. To remove a condition, click  while editing a filter. To turn off filtering, click NO FILTER.

Column Filters

To explain how to use these filters effectively, let's take a look at a practical use case.

You need all topics with the Under Review status of the "Magic Wand Manual" project and they should be modified on 05/21/2018. To achieve this, type in the filter text in the edit boxes below the corresponding column headers. The data table will be filtered and you will see only the matching topics there.

It is possible to change the filtering condition - just click the drop-down button to the right of the filter box.


In order to sort topics, click a column header - this will sort the elements in ascending or descending order.

All filtering settings are saved automatically once they are applied. So when you visit the Reviewer Dashboard page again, you'll see the filters in the state you customized them last time.

In cases when you need to find a topic by its text content, use the full-text search box in the upper-right corner. For a reviewer, the full-text search results will display only the topics this Reviewer has access to.