Dashboard and notifications
Open a filtered list from a dashboard card
Admins & staff
Select a card under the Dashboard numbers to jump to the matching tasks or clients.
Where:SidebarDashboard
- Select Dashboard in the sidebar.
- Under the four numbers, select the card you want.
- "tasks need attention" opens Tasks with Overdue only ticked.
- "tasks awaiting review" opens Tasks with Submitted chosen in the status filter.
- "tasks due this week" opens Tasks with no filter, so check the due dates.
- "clients unassigned" opens Clients with Unassigned chosen in Assigned to.
Good to know
- A card appears only when it has something to count, and it reads "task" instead of "tasks" when the count is one.
- Hydi clears any filters you had set before it opens the list.
- The "clients unassigned" card shows only to admins when your plan includes multiple staff.
Related
- Find overdue tasksShow only the tasks whose due date and time have passed.
- Review and approve a submissionCheck what a client submitted and mark the task as completed.
- Find and filter tasksSearch the task list, or filter it by status, client, tag or overdue tasks.
- Find a clientSearch your client list, or filter it to the clients who need your attention.