Article Summary
The new AutoRFP dashboard is designed around your outstanding tasks — surfacing what you need to do across all your projects the moment you log in. If your team prefers the classic layout, admins can switch back at any time through a feature flag in Organization Settings. This guide walks you through enabling or disabling the new dashboard for your organization.
Estimated Time
2 minutes
Prerequisites
Before you begin, make sure you have:
Administrator role in AutoRFP
An understanding of which dashboard layout your team prefers
🗒️ Note: This is an organization-wide setting. Toggling the dashboard view applies to all users in your organization, not just your account. Coordinate with your team before making changes.
Step-by-Step Instructions
Step 1: Access Organization Settings
Log in to your AutoRFP account.
Click Organization Settings in the bottom-left corner of the navigation panel.
You'll arrive at the Organization Settings dashboard with multiple configuration tabs.
Step 2: Navigate to Feature Flags
Click the Feature Flags tab on the top bar.
Locate the New Dashboard toggle in the list of available feature flags.
Step 3: Toggle the Dashboard View
To revert to the classic dashboard:
Turn the New Dashboard toggle off.
Refresh your browser page to apply the change.
All users in your organization will now see the classic dashboard when they log in.
To re-enable the new dashboard:
Turn the New Dashboard toggle back on.
Refresh your browser page to apply the change.
All users will now see the new task-driven dashboard.
🙋🏽 What's Different Between the Two Dashboards?
| New Dashboard | Classic Dashboard |
Layout | Three-panel view: Tasks, Projects, Ask Question | Two-panel view: Projects and Content Library side by side |
Task visibility | Dedicated task column showing outstanding edits, reviews, comments, and export approvals per user | Tasks visible only within individual projects |
Project organization | Collapsible buckets by due date (Overdue, Due Within 24 Hours, 7 Days, etc.) | Flat project list with status progress bars |
Content Library | Accessed via the left sidebar | Visible directly on the dashboard |
Ask Question | Permanent right-hand panel | Available on the dashboard |
To-Do badges | Real-time counts in the top bar | Not available |
📑 Note: All underlying functionality — creating projects, managing content, updating statuses, exporting — remains identical in both views. Only the layout and how information is surfaced changes.
Need Help?
💬 Live Chat: Available in-app
📚 Learning Centre: learn.autorfp.ai/en