The Dashboard

The Dashboard is your home screen — the first thing you see when you sign in. Three panels pull together what needs your attention across every module you can access.

Upcoming Events

Shows events due in the next 7 days across all your records — the deadlines and reminders coming up soonest. When there’s nothing scheduled, it reads “No events in the next 7 days.” For the full picture, open the Calendar.

Recent Documents

Lists documents added or updated in the last 7 days, so you can pick up where you (or your colleagues) left off.

My Open Workflows

Shows the workflows you’re a participant in that are still open, so your in-progress tasks are one click away.

The Dashboard respects your access — you see only events, documents, and workflows on records you’re allowed to view.