Dashboard and notifications
See what needs attention and stay informed.
How do I…
- Read your dashboardSee what each number, card and list on the Dashboard means.
- Find overdue tasksShow only the tasks whose due date and time have passed.
- Open your notificationsSee what has happened with your clients and tasks since you last looked.
- Mark notifications as readClear the unread count by marking one notification or all of them as read.
- Choose which task events notify staffTurn staff emails and texts for completed and overdue tasks on or off for your business.
- Jump to a page with searchOpen the search box with a keyboard shortcut and go to a main page by typing its name.
- Read the dashboard listsKnow which tasks appear under Needs Attention, Upcoming Due, Recently Completed and Needs Review.
- Open a task from your dashboardOpen a task from a Dashboard list to see its details, remind the client or edit it.
- Open a filtered list from a dashboard cardSelect a card under the Dashboard numbers to jump to the matching tasks or clients.
- Switch the dashboard between My and AllSee only the tasks for clients assigned to you, or every task in the business.
- Remove a notificationDelete a notification you no longer need from the Notifications panel.
- Know what each notification meansSee what triggers each kind of notification and what to do about it.
- Set when overdue notifications are sentChoose how many days late a task must be before Hydi tells you it is overdue.
- Choose how you receive notificationsSave your mobile number and choose email, text message or both for your own staff notifications.
- Use keyboard shortcutsMove around Hydi and start common jobs with a few keys.
- Understand the notices on your dashboardSee what the banners at the top of the Dashboard mean and what to do about each.