This article applies to: All Firm Users
The first thing you'll see when you log in is your Dashboard.
The Dashboard is a personalized overview of your active engagements. It is designed to help answer important questions such as: What is outstanding? and What do I need to do next, in order to move the engagement forward?
The Dashboard is made up of 3 sections, labelled in the screenshot above:
- Request Status Overview: Here you will see a separate status bar chart for each of your active engagements. The status of each request is color-coded, so you can easily see at-a-glance the progress of your engagements.
- My Engagements: A list of all the current engagements you are a part of, with details such as Start and Due Dates, and % Complete.
- My Requests: A list of all requests pending your attention. These are documents that have been submitted by the client, for requests that have been assigned to you. Click the headings to sort by name, engagement, or due date.
To launch an engagement, simply click on the name of the engagement you want to open from the dashboard, or to go to a specific request, you can click on the request title.