Dashboards 


make it easy to see your clients' upcoming events in one place


Click here to watch a video showing them in action!

Dashboards are located via the system navigation bar across the top of your screen:



Dashboards have four major areas: 

  1. Interactive mini-calendar and Date navigation bar
  2. Current week's tasks
  3. Dashboard Filter options
  4. List of dashboard events in sortable columns

Jump down for more information on each of these areas

Dashboard Must-Knows:

  1. Clients must be assigned a navigator to appear on Dashboards. For help on how to assign navigators to clients, click here.
  2. It may seem that some filters on the Dashboard do not display all options. These are “smart” filters and are designed to display only options that are relevant to the time range selected. 
  3. Agency Admins can view all staff' clients in their Dashboard. Standard Users can view only their own and other staff members’ clients assigned the same Role.

1. Interactive Mini Calendar and Date Navigation bar

Click a date on the mini calendar to select the start date. Use the time frame toggles to switch between Day, Week, Month, and Year. All dashboard events captured within that time frame will display below.

Click Reset to Today to return to today's date.


2. Current Week's Tasks

All dashboard events that are due or occurring this week will be displayed on the left. Use the blue Filters drop-down list to display or hide different types of events.


3. Dashboard Filter Options

Filter your tasks by:

Type - This is the category under which each dashboard event is displayed:

  • Assessments
  • Programs
  • Trainings
  • Goal Plans
  • Services
  • Forms

Description - These are the events themselves:

Descriptions become available or disappear depending on what Type of events are present. 

Navigators - Select or deselect other navigators to see or hide their dashboard events:

Agency Admins: You have the ability to see all your staffs' clients and dashboard events. See each navigator's dashboard events by selecting the check-box next to their name in the drop-down list.

Standard Users: All navigators who are assigned the same Role can view each other's dashboard events.

Status - See events that are:

  • Past Due
  • Current (today)
  • Future


4. Dashboard Events

All dashboard evens captured within the selected date ranges and filter options will appear in this portion of the screen. There are five columns per each event:

  • Type (corresponds with the Type filter from the filter options)
  • Detail - each Detail is a link that will open the client profile on the appropriate page (corresponds with the Description filter from the filter options) 
  • Client
  • Date (corresponds with the Detail information)
  • Navigators (displays all navigators assigned to the client profile)

Click the up and down arrows next to each column heading to sort the column below