Understanding the dashboard

The Dashboard helps you decide what to do next, check your schedule and return to recent records. It reads your workspace data, so keeping tasks, interviews and placements current keeps this view useful.

Your tasks

This section lists overdue tasks and tasks due today, led by unread mentions of you and a reminder when suggested tasks are waiting for review. It shows three rows at first; choose Show more for the rest. A mention or suggestions row opens where you can act on it. Open a task to see Why this appears and its records, then choose Open tasks to continue in your task list.

Complete a task using its check button or Mark complete in the detail dialog. If you completed it by mistake, choose Undo in the confirmation. Expand Upcoming work to see tasks due later, or choose View all tasks for your full task list.

Today

Today shows timed interviews and connected calendar events; hover a time to see which timezone it's in. Open an event to check its details, open the related record or choose Join meeting when a meeting link is available.

Use Earlier today to reveal past events. A Tomorrow preview appears when there are events to show. Choose View calendar for the full schedule. All-day calendar entries are not shown here.

Workspace snapshot

Open a metric to go to its related page, where your permissions allow. Choose View report to open Reports for pipeline, finance and performance analysis.

Depending on your access and the placements credited to you, My placements and Team billings this quarter can also appear above the snapshot. If you can't see placement fees, the team block is titled Placements by share this quarter and counts each consultant's share of placements (a 60/40 split counts as 0.6 and 0.4) instead of fees.

Recently viewed

Up to three records you opened recently in this workspace appear here so you can pick up where you left off. Select a card to return to that record.