Navigating your dashboard

Your dashboard is the home base for daily work. It surfaces the items that need your attention and gives quick access to everything else.

Key areas

  • Summary cards show open items and recent activity.
  • Quick actions let you create records without leaving the page.
  • Notifications collect mentions, assignments, and reminders.

Personalizing the view

Use the gear icon in the top-right corner to show or hide cards and reorder them by dragging. Your layout is saved per user, so each teammate can tailor their own view.

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