The Dashboard

How the Dashboard is organized

The Dashboard is your home screen — the first thing you see when you sign in. It groups what needs your notice into three sections, and every card and tile adapts to what you actually have access to — you see only events, workflows, and modules on records you’re allowed to view. Click the tune icon in the corner to show or hide cards, reorder them, or reset to the defaults; your choices carry over the next time you sign in.

Needs attention

Your Upcoming Events — a day-by-day strip of what’s due across every record you can access. Drag the slider to widen or narrow the range, and click a day to see what’s on it. For the full picture, open the Calendar.

Watching

Your open workflows (on Business and Enterprise plans), recent record activity across your modules, and the records you’ve starred as Favorites.

Modules

A tile per data area you have access to, showing your role there and a shortcut to search it.

Getting started card

New users see a Getting Started card until they dismiss it — a set of links to what’s worth knowing on your first day: the help guides, Calendar, Attachments, Workflows, Reports, and your Profile. It’s a set of signposts, not a checklist, so nothing on it needs completing. Dismiss it with the ✕ in its corner when you’re done with it; the tune icon’s Customize panel brings it back.

Setup card for admins

Account admins see a second card on the Dashboard, Setup, listing the tasks that get a new workspace ready. For the full description of what it covers, see Settings.