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Journey Maestro Management Dashboard

   MaestroThe UI design product.  |   Form BuilderPlatform Developer |  23.04This feature was updated in 23.04

Maestro comes with the Management Dashboard allowing you to easily and quickly perform day-to day tasks. The Management Dashboard is the first page where you land after a successful login to Maestro.

Maestro dashboard welcome screen

The Management Dashboard consists of the following sections and tabs that group related functionality:

  1. Screen Header
  2. Welcome Tab
  3. Recent Tab
  4. Release Tab
  5. Server Status Tab
  6. Navigator Pane

The Management Dashboard is always of the latest version of Maestro, so it includes all capabilities. This is different to designs within a project that can be of earlier releases of Manager.

Screen Header

The screen header displays some useful information, including:

  • Product name: Journey Maestro

The Screen Header provides you with the following actions:

  • : logs you out of Maestro.
  • : displays the following help options:
    • About Journey Maestro: shows the product information including a version.
    • API Guide: redirects you to the Temenos Journey Manager documentation web site.
    • API Reference: shows the Maestro API reference documentation shipped with this product version. The same documentation may be available on the documentation web site. However, we recommend using the local version of the documentation as it is tailored to your Maestro version.
    • Online Help: redirects you to the Temenos Journey Manager community web site.
    • Keyboard Shortcuts: lists the available keyboard shortcuts for Windows and macOS.
      ActionWindowsmacOS
      CutCTRL + XCMD + X
      CopyCTRL + CCMD + C
      PasteCTRL + VCMD + V
      UndoCTRL + ZCMD + Z
      RedoCTRL + YCMD + Y
      PublishCTRL + PCMD + P
      Save FormCTRL + SCMD + S
      Move to Next ItemCTRL + EnterCMD + Return
      Stop Progress / Close DialogESCESC

      Note

      You can use Copy and Paste shortcuts across different forms. However, it may depend on each browser's ability to access the system clipboard. For more information, see browser compatibility.

    Maestro comes with built-in documentation, which is accessible in each development environment, as well as the links to the Temenos Journey Manager documentation web site.

Welcome Tab

Select the Welcome tab to view the following:

Recent Designs

This list displays up to 10 of the most recently viewed designs, for example, a form or component. In order to maintain optimal software performance, Maestro has the total limit of recently opened forms set to 50.

Selecting a design will direct you to the latest Version Details for that design. You can view details about the design by pointing your mouse at the design name. These details include the organization and project where the design is stored, the design name, version number, and the time and date the design was last opened.

Product Information

This list displays links to various online resources where you can get information about Temenos Journey Manager platform products.

Latest Product Videos

This list shows links to various online tutorial videos.

Recent Tab

Select the Recent tab to view your recent projects so you can easily go back and continue working on them.

Maestro recent tabs

You can perform the following actions:

  • Click Edit to open a selected design in the Editor window.
  • Click Show Details to see a selected project's details.
  • Click Remove from List to remove selected designs from the list.
    Note

    Use Shift or Ctrl key to select multiple projects.

  • Click Clear List to clear the list completely.

Release Tab

Select the Releases tab to see which releases of Maestro software were installed on your Maestro instance.

Maestro view the releases tab

You can perform the following actions:

  • Select a particular release to view detailed information on what libraries were changed. This is important for form compatibility and it helps in troubleshooting form issues.

Server Status Tab

Note

You must have the certain permissions set by an Administrator to see this section. For more information, see Administrator's documentation.

The Navigator pane displays the organizations' structure consisting of projects, libraries, their assets and resources, which is available to you. If you can't see some organizations, it is because they are not assigned to your user account.

You can perform the following actions:

  • Select Home to show or collapse the list of organizations.
  • Type a name or a part of a name of a project, a form , or a library in the search field to quickly find it in the organizations structure.
  • Click the refresh icon to reload the Navigator pane content.
  • Select an organization to view and manager its projects.
  • Select a project to view and manage its forms and associated resources.
  • Select Forms to view and manager forms of a project.
  • Select Components to view and manager components belonging to a project.
  • Select Templates to view and manager templates used a project.
  • Select Receipts to view and manager receipts of a project using Receipt Designer. It is a different mode in the Maestro editor that has certain things removed for receipts.
  • Select Libraries to view and manager libraries and their versions used a project.

Next, learn how to save history.