Dashboard and notifications
Open a task from your dashboard
Admins & staff
Open a task from a Dashboard list to see its details, remind the client or edit it.
Where:SidebarDashboard
- Select Dashboard in the sidebar.
- Find the task under Needs Attention, Upcoming Due, Recently Completed or Needs Review.
- If a list is long, select the link under it that starts with Show to see the rest.
- If the list holds more tasks than Hydi loads, select the link that starts with View all to open Tasks.
- Select the task to open its details.
- Select Nudge to remind the client, Edit to change the task, or Go To Task to open its full page.
- Select Close when you are done.
Good to know
- Nudge shows only for Active and Needs changes tasks, and Edit is hidden once a task is Completed or Cancelled.
- View all opens Tasks filtered to overdue, completed or submitted tasks to match the list, but Upcoming Due opens it unfiltered.
- From Needs Attention, the overdue filter misses tasks that only used up their reminders.
Related
- Read the dashboard listsKnow which tasks appear under Needs Attention, Upcoming Due, Recently Completed and Needs Review.
- Send a task reminder nowRemind the client about one task now, without waiting for the next scheduled reminder.
- Edit a taskChange a task's details, due date or requirements after you have created it.
- Find and filter tasksSearch the task list, or filter it by status, client, tag or overdue tasks.