1.1 Accessing the Dashboard
– Open your preferred browser and go to the URL: `http://localhost:8502/`.
– The dashboard interface should open, showing the main menu with your current projects (stored on the `M:/` drive).

1.2 Understanding the Layout
– The dashboard is divided into sections:
– Project List: A list of active projects (e.g., Project2-Ergon).
– Task Manager: Tracks ongoing tasks or milestones.
– Research & Documents: Stores your uploaded research files and folders.
– Summarizer Tool: Summarizes articles or documents from your research files.
– Visualizations: Any data visualizations that are set up (e.g., graphs from energy market data).

2.1 Adding and Managing Documents
– To manage documents related to Project2-Ergon, navigate to the Documents section in the dashboard.
– Click “Add New” to upload documents from the `M:/Documents/Project2-Ergon/` folder.
– The dashboard will automatically organize your files based on the folder structure from the `M:/` drive.

2.2 Summarizing Research
– Go to the Summarizer Tool section.
– Select a document from your Energy Vertical Integration folder to summarize.
– The AI summarizer will generate key insights, allowing you to quickly grasp the main points of lengthy articles or reports.

2.3 Visualizing Data
– If you have data related to energy markets (from the files in `M:/Documents/Project2-Ergon/`), use the Visualizations tool to generate graphs or charts.
– Example: Visualize market trends in energy pricing or vertical integration impacts using pre-defined datasets.

3.1 Organizing Notes with UpNote
– Open UpNote and navigate to your notebook for Project2-Ergon.
– Use tags like “Energy Research”, “Vertical Integration”, and “Market Trends” to organize notes by topic.
– Link research findings from Perplexity Pro directly into your UpNote notebook for reference in the dashboard.

3.2 Gathering Research with Perplexity Pro
– Use Perplexity Pro to gather the latest research on topics like Energy Vertical Integration or Australian Energy Markets.
– Paste relevant data into UpNote or directly upload the Perplexity Pro results into the Pigsfly News Helper Dashboard for summarization.

4.1 Task Management
– Use the Task Manager in the dashboard to track milestones and deadlines for Project2-Ergon.
– Example: Create a task for completing the **Energy Market Report** by a specific date.

4.2 Automating Research Updates
– Set up the dashboard to automatically pull research updates from sources like Kaggle or web scraping tools, storing new data in the designated project folder on the `M:/` drive.

5.1 Analyzing Energy Market Data
– Use Kaggle datasets related to energy markets and vertical integration to perform analysis directly from the dashboard.
– Download the datasets to your `M:/Kaggle` folder, and integrate them into the dashboard for real-time analysis.

5.2 Visualizing Energy Trends
– Create visualizations from your energy data using built-in graphing tools in the dashboard.
– Example: Analyze price changes over time, company performance in the energy sector, or the impact of vertical integration on pricing.

6.1 Adding New Projects
– You can easily add new projects like **Project3-eBook** by creating a new folder in the `M:/Documents/` directory.
– Upload relevant files, and the dashboard will categorize and display them in your project list.

6.2 Scaling the Dashboard
– As your project list grows, use the dashboard’s advanced features like task prioritization, project links, and collaborative sharing to manage multiple workflows at once.

7.1 Common Errors
– Missing Libraries: If you encounter errors when using the dashboard (e.g., missing Python libraries), run the command:
“`bash
pip install [missing library name]
“`

7.2 Best Practices for Keeping Your Dashboard Organized
– Regularly back up your `M:/Documents/` folder to avoid data loss.
– Use tags and summaries to keep research accessible and easy to reference.