Dashboard and notifications
Read the dashboard lists
Admins & staff
Know which tasks appear under Needs Attention, Upcoming Due, Recently Completed and Needs Review.
Where:SidebarDashboard
- Needs Attention: Active, Submitted or Needs changes tasks that are overdue by more than your overdue threshold, or that have used all their reminders. The earliest due dates come first.
- Upcoming Due: Active or Needs changes tasks due in the coming week that are not yet overdue, soonest first.
- Recently Completed: tasks completed in the last couple of days, newest first.
- Needs Review: every Submitted task, with the one waiting longest at the top.
- Each row shows the task title and the client, then the due date, or how long ago the task was completed or submitted when it has no due date.
- The number beside a list name is the total, and an empty list says so, for example "No tasks awaiting review".
Good to know
- A task that is slightly overdue and still has reminders left appears in neither Needs Attention nor Upcoming Due until it passes your overdue threshold.
- Sample tasks never appear in these lists.
Related
- Open a task from your dashboardOpen a task from a Dashboard list to see its details, remind the client or edit it.
- Set when overdue notifications are sentChoose how many days late a task must be before Hydi tells you it is overdue.
- Read your dashboardSee what each number, card and list on the Dashboard means.
- Switch the dashboard between My and AllSee only the tasks for clients assigned to you, or every task in the business.