Setup
You will need the following permission in your security group: Can see all tasks.
Click here to learn about permissions and security groups.
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
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IOS: How to navigate the Dashboard
The Dashboard gives a quick summary of the day:
Completed Appointments: The number of appointments completed vs. remaining for the day.
Work: Total time spent performing tasks today.
Toolbox: Tap to view access details and products for appointments and starred tasks.
Overdue: Number of overdue tasks assigned to you.
Today / Tomorrow / Calendar: Toggle between viewing today’s and tomorrow’s appointments, or access the calendar.
Keys & Equipment: Any keys or equipment loaned to you.
Starred: Star task for quick access from the Dashboard.
Video
ANDROID: How to navigate the Dashboard
The Dashboard gives a quick summary of the day:
Completed Appointments: The number of appointments completed vs. remaining for the day.
Work: Total time spent performing tasks today.
Toolbox: Tap to view access details and products for appointments and starred tasks.
Overdue: Number of overdue tasks assigned to you.
Today / Tomorrow / Calendar: Toggle between viewing today’s and tomorrow’s appointments, or access the calendar.
Keys & Equipment: Any keys or equipment loaned to you.
Starred: Star task for quick access from the Dashboard.
Video