What this is

Director Dashboard is a single home base for the Director's office — tasks, emails, projects, events, Box inbox, and disclosures tracking, all in one place. Everything saves to the cloud automatically and is shared with anyone who uses the dashboard.

Tabs

• 🏠 Home — Tasks on the left (shared action items tagged ASAP / Routine / FYI; drag to reorder) and Emails on the right (follow-up messages from your Outlook Dashboard folder). Below Emails is the Links card with quick access to Schaeffer, USC, Outlook, Developer, and Comms tools.
• Events — upcoming deadlines, conferences, and travel shown in two columns by year (current year left, next year right), with a mini calendar below the current-year column. Click + Add to create an event; check it off when done; use the ✈ badge to mark travel as booked.
• Projects — multi-step initiatives, each with notes and linked Box files.
• Inbox — live view of your Box project folder; loaded on first visit. Click ↻ to refresh.
• Disclosures — editable table of research grants, personal fees, travel, and equity relationships (see below).

Disclosures tab

Tracks Dr. Goldman's active disclosures with columns for Sponsor, Support type, Grant #, Expiration (date picker), and Notes. Click any cell to edit. Rows with a past expiration date are shaded red.

• Click Sponsor, Support, or Expiration column headers to sort. Support sorts alphabetically with Sponsor as a secondary sort.
• Click + Add or the + Add row link at the bottom to insert a new row.
• Click Save (turns orange when there are unsaved changes) to write the table to Box as disclosures-data.json.
• Click ⚡ Generate Summary to build a disclosure paragraph for a chosen window (12/24/36/48 months, all time, or custom).
• Header links: NIH RePORTER, NIH Policy on Acknowledgements, Dana NIH Grants, and Disclosures Folder open related Box and NIH resources.

Emails

Fed by a Power Automate flow that watches your Outlook Dashboard folder — move a message there and it appears here. Dismissing a card removes it from this panel only; the message stays in Outlook. Click ↻ Refresh to reload.

Links card

On the Home tab, below Emails. Quick-launch buttons organized by category:

• Schaeffer — Box, white papers (Papers), and the Operations budget dashboard.
• USC — Workday, Concur, Cayuse, and USC Libraries.
• Outlook — Mail (Dashboard folder), Calendar, and Contacts.
• Developer — GitHub and Netlify.
• Comms — Zoom and LinkedIn.

Handy tips

• Everything is shared — tasks, projects, events, and disclosures you edit are visible to everyone who uses the dashboard.
• The Inbox tab loads on first visit only; use ↻ to refresh without reloading the page.
• Copy as HTML or Save as PDF (top of this window) let you share this guide by email or print it.
• Press Esc or click outside this window to close it.