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Understanding your Dashboard & "Needs your attention"

Getting StartedAll usersVerified 27 Jul 20261 min

What's on the Dashboard

Your Dashboard is the first screen you see after logging in. It summarises what's relevant to you: overdue items, recent activity, and quick shortcuts.

Needs your attention

This section surfaces anything assigned to you that requires action — overdue tasks, forms awaiting sign-off, reminders due soon — sorted so the most urgent items appear first.

Clicking an item in "Needs your attention" takes you straight to that record so you can action it without searching for it manually.

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