A quick tour of the dashboard
The dashboard is split into four areas.
| Area | What you find there |
|---|---|
| Clients | Every client, their contacts and their portal link |
| Projects | Work in progress, budgets and hours logged |
| Invoices | Drafts, sent and paid invoices, with reminders |
| Activity | What changed today, across the whole workspace |
Keyboard shortcuts
g copens Clients,g iopens Invoicesncreates something new on the current page/focuses the search box
The activity feed only shows what you have access to. Owners see everything.