Getting Started/Orientation
Understanding Your Dashboard
5 min readUpdated January 20, 2026
Your dashboard is your daily command center. It surfaces the most important information for your role and can be fully customized.
Dashboard Widgets
The dashboard is made up of widgets — individual cards that show different data. Default widgets depend on your role:
- Staff — My Tasks, Time Entries Today, Calendar Today, Upcoming Deadlines.
- Manager — adds Team Workload and Billable Hours.
- Admin/Partner — adds Revenue Summary, Outstanding Invoices, and Engagement Pipeline.
Customizing Your Dashboard
- Click the Customize Dashboard button in the top-right of the dashboard.
- Use the Widgets tab to add or remove widgets.
- Use the up/down arrows to reorder widgets.
- Switch to the Templates tab to apply a pre-built layout for your role.
- Click Save to apply your changes.
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