Dashboard and notifications

Switch the dashboard between My and All

Admins onlyGrowth and above

See only the tasks for clients assigned to you, or every task in the business.

Where:SidebarDashboard

Select Dashboard in the sidebar.
At the top right, select My to see only tasks for clients assigned to you, or All to see every task in the business.

Good to know

The switch shows only to admins when your plan includes multiple staff, so it is not there on Solo.
Hydi remembers your choice in this browser.
Staff who are not admins always see My, and see "No clients assigned to you yet" until an admin assigns them clients.

Read your dashboardSee what each number, card and list on the Dashboard means.
Read the dashboard listsKnow which tasks appear under Needs Attention, Upcoming Due, Recently Completed and Needs Review.

Open a filtered list from a dashboard card

Select a card under the Dashboard numbers to jump to the matching tasks or clients.

Remove a notification

Delete a notification you no longer need from the Notifications panel.

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