Using the Home Dashboard

The Home Dashboard provides several widgets ini the My Center and Help & How-to Center sections. You can customize their display and arrangement to suit your needs.

Staff Availability

This widget allows you to see the current status of the firm's staff.

  • Change your own status by clicking the status menu below your name.
  • Customize your status by editing the field to the right of the status menu.
  • In the All Staff tab, create a custom list of staff by clicking the stars next to the names of selected staff members, who will then appear in the Favorites tab.
  • Click an envelope envelope icon icon to open a new email message in your default email application, addressed to the relevant staff member.

My Assignments

This widget shows your project assignments. If your firm has licensed Firm Management Advanced, your tasks are displayed, too. You can view each assignment's status, due date, target complete date, and more.

  • Change a project's status (or a task's status, if applicable) by clicking in the Status column and choosing a different status item.
  • Modify a project by clicking its Edit edit button.
  • Add a comment to a project by clicking its Comment Comment button.
  • If a project is associated with an Onvio application, launch the project in that application by clicking the project description.

Time Recap

Use this widget to view a recap of your time entries for a selected date range.

  • Choose one of the pre-set date ranges or create a custom date range.
  • Click Billable, Nonbillable, Administrative, or Total Hours to view detail about each time entry that's included in the summary amount.

Help & How-to Center

This widget provides links to commonly used articles and videos.

 

Customize the Home Dashboard

You can customize the Home Dashboard by reordering the dashboard sections and rearranging or hiding widgets.

To customize your view, click the Edit Edit button in the lower right corner, which activates an edit mode. Then click and drag items to rearrange them, or click the Options Options button on a widget and choose Hide to hide it.

Hidden widgets are represented by buttons placed at the bottom of the dashboard section. Click this button to restore a hidden widget. For example, this button Shaw Staff Availability represents the Staff Availability widget, when hidden.

Hiding widgets can improve the performance of the Home Dashboard.

To reorder dashboard sections, click and drag a section heading in the left column to a new position. Click the Hide Hide button to hide an entire section from the dashboard.

When you are finished customizing your dashboard, click the Done Done button in the lower right corner of the screen.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

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