Dashboard

    Your home screen — tasks, quick paths into active responses, and a summary of what needs your attention.

    The Dashboard is the default view when you open the app. It is designed to answer the question: 'What should I work on now?' in as few clicks as possible.

    What you will see

    • Quick links to active tender responses — click to jump straight to a project page.
    • Tasks assigned to you, across any of your active responses.
    • Questions flagged as Needs Attention that are assigned to you or have been flagged for review.
    • Shortcuts to create a new response or jump to the Content Vault.

    Using the Dashboard day to day

    • Start each session by checking the Dashboard for tasks and Needs Attention items before opening individual projects.
    • If the Dashboard looks empty or unhelpful, it may mean you have no active responses — create one from Tender Responses to see it appear here.
    • Tasks shown here are cross-project; if you want project-specific tasks, use the Tasks tab on the project sidebar.