Find your way around the dashboard
On this page
What you see after signing in
The main Dashboard brings together your setup checklist, your daily work and your AI briefing. What appears depends on which modules your company uses and what your role can access. You may land on the Inbox or another page if your home screen has been set. Use Dashboard in the workspace navigation to return to the main dashboard.
| Area | What it shows | What to do there |
|---|---|---|
| Setup checklist | The workspace setup tasks still outstanding, when the checklist is visible | Open an incomplete item to go to its settings. If the checklist is gone, use Start here. |
| My day | Work that needs attention, such as follow-ups, waiting quotes, overdue balances or stuck projects | Select a summary card, expand an item and take the available action. Follow the My day walkthrough. |
| Today’s Focus | An optional personal AI briefing based on conversations and open tasks | Read the summary, review the action items, or configure the briefing under Inbox → Settings. |
| Approvals | Project stage moves waiting for your decision, when there are approvals assigned to you | Open the project and review the request. Approvals can appear even when the daily briefing is off. |
Find the right part of the system
- CRM is where you work with leads, customers and sales opportunities. Use a board when you need to review a list, change stages or find specific records.
- Inbox brings together the conversations your account can access. Go there to read and respond to a customer's messages in context.
- Finance is where you work with invoices and payments. Open Invoices to see what is overdue, unpaid, in draft or paid.
- Implementation → Projects is where you plan and deliver work. Open a project to see its steps, status, activity and team.
- Settings is where you configure the workspace. Go to System Settings for people, roles and modules.
If an item is missing from your menu, ask an owner or administrator to check both module availability and your access.
Choose your home screen
- Open your profile menu and select My Account.
- Under Home Screen, choose the page you want after signing in. For example, choose Inbox if you handle incoming messages or Implementation projects if you coordinate delivery.
- The selection saves when you choose it and applies the next time you sign in. Choose Main dashboard if you want to start with My day.
Owners and admins can also set the company default from this screen. A person's own selection takes priority over the company default.
Try it on your first day
Open Dashboard, select a card under My day, and expand one row to see its next action. Then open the full record in its module so you know where to return when you need the complete history. If the workspace is empty, add a test customer and explore its record from the Customers board.