The dashboard
The dashboard is your cockpit.
Each staff member sees the jobs they need to work on, displayed for them personally based on their role:
- Preparers see jobs ready to start
- Reviewers see jobs ready for review
- Approvers see jobs ready to sign off
- Managers/Partners can view any team member’s dashboard by clicking their name chip
As jobs are completed, they move to the completed section automatically and are crossed out. Jobs not completed that day stay on the dashboard until done.
Estimated work time
Section titled “Estimated work time”Estimated work time is displayed for each staff member so you can see how much work each person has on their board. These times are based on the average time for that job, for that client in the system. The more you use the system, the more accurate they become.
Drag and drop
Section titled “Drag and drop”Reorder jobs on your dashboard by dragging them. Pin jobs from the job list to add them to your dashboard if they haven’t appeared there yet.
Lodgement tracker
Section titled “Lodgement tracker”To the right of the dashboard, the lodgement tracker shows every job status for the current quarter. Click any status to go directly to those jobs. Updates automatically as jobs move through the system.
Upcoming and recent deadlines
Section titled “Upcoming and recent deadlines”Displayed with job numbers. Easily see what’s overdue and what’s coming up. Click any row to go to those jobs.