Dashboard and notifications
Read your dashboard
Admins & staff
See what each number, card and list on the Dashboard means.
Where:SidebarDashboard
- Your business name, logo and a greeting sit at the top. Admins see Add Your Logo there until a logo is uploaded.
- Active Tasks: tasks that are Active, Submitted or Needs changes. Drafts are not counted.
- Overdue Tasks: tasks in those statuses whose due date and time have passed. It turns red when above zero.
- Completed This Week: tasks completed over the past week.
- Clients with Outstanding: clients who have at least one task that is Active, Submitted or Needs changes.
- The cards under the numbers appear only when they have something to show: tasks that need attention, tasks awaiting review, tasks due this week and, for admins when your plan includes multiple staff, clients unassigned.
- The four lists at the bottom are Needs Attention, Upcoming Due, Recently Completed and Needs Review.
- On a phone, an In-Person Invite card opens the screen you hand to a client.
Good to know
- Sample clients and tasks are left out of every number, card and list.
- When your plan includes multiple staff, the Dashboard can show only the clients assigned to you.
Related
- Read the dashboard listsKnow which tasks appear under Needs Attention, Upcoming Due, Recently Completed and Needs Review.
- Find overdue tasksShow only the tasks whose due date and time have passed.
- Open a filtered list from a dashboard cardSelect a card under the Dashboard numbers to jump to the matching tasks or clients.
- Understand the notices on your dashboardSee what the banners at the top of the Dashboard mean and what to do about each.