Fresh Projects

00:00: This article explains how to navigate the usage dashboard within Fresh Memory.

00:06: It shows you, person by person, who has signed in, who has linked their

00:10: mailbox, who is filing and who is searching,

00:13: so you can offer help to the few who need it rather than sending reminders to

00:16: everyone.

00:19: To start, select "Usage" in the left hand menu.

00:23: You will see that you are able to toggle your view using the timeframe options available

00:26: to you,

00:28: with "7 days",

00:29: "30 days" and "90 days" to choose from.

00:33: "Total Emails Synced" tells you how much correspondence Fresh Memory holds for your firm

00:38: in total,

00:39: and it covers all time,

00:40: so it stays the same whichever period you have selected.

00:45: "Chatbot Queries" sits alongside it and counts the questions your team has asked in

00:49: the period you chose.

00:52: Next,

00:53: you will find a "Chatbot Queries by Project" section,

00:56: which provides a breakdown of questions asked for specific projects.

01:01: Additionally,

01:02: you may encounter a "No project" row, indicating that the question was asked across all

01:07: your data,

01:08: rather than being limited to a single project.

01:12: Below that, you will see the "User Activity" section.

01:16: This view is displayed per individual user, with the columns on the right indicating

01:21: their actions during the selected time period.

01:25: You will notice the option to further refine your list of users via the "Active",

01:30: "Deactivated" and "All" filter options.

01:34: You can also search by name, email address or role.

01:38: This is handy when you are following up with one person in particular rather than

01:42: reviewing the whole team.

01:45: The "Last Active" column tells you when the user last did something in Fresh Memory.

01:52: The "Portal logins" column counts logins to the admin portal.

01:57: Most of your team will have very little reason to come here,

02:00: since almost everything they need sits inside Outlook,

02:03: so a low number against a standard user is entirely expected and not a sign of a

02:08: problem.

02:10: The "Taskpane Logins" column counts logins to the Fresh Memory panel inside Outlook,

02:15: which is where everyday filing actually happens.

02:19: Of the two login columns,

02:21: this is usually the more telling one,

02:23: because it reflects whether someone is working with Fresh Memory as part of their

02:27: normal day.

02:30: The "Inbox" column confirms whether the person has linked their mailbox,

02:34: which is the step that allows filing to begin.

02:37: Someone who has not linked a mailbox yet cannot file anything,

02:41: so during rollout this is normally the first thing worth following up on.

02:46: The "Emails Filed" column is the clearest sign that someone has moved from being set

02:51: up to actually using Fresh Memory.

02:54: A person who has signed in and linked their mailbox but has not filed anything

02:59: may just need a short walkthrough or a reminder of where the panel sits.

03:04: Filing and finding tend to build at different rates,

03:07: so it helps to see them side by side.

03:10: Someone filing well but never searching may simply not have discovered that side of the

03:15: product yet,

03:16: and pointing them towards it can change how useful they find Fresh Memory

03:20: day to day.

03:22: You have now learned how to apply usage filters and view detailed user activity

03:26: within the Fresh Memory Admin portal.