Using the Home dashboard

The dashboard is the landing page after sign-in. It gathers what you are on and what has happened lately, so you can start work without hunting through the menu.

1. Select Dashboard in the menu, or sign in and wait: it is where the portal drops you.
2. Read the greeting line at the top. It names you, which is a quick check that you are in the right account, and the line under it counts your unread updates and the projects and organizations you belong to.
3. Press Raise a request to open the request form from here, or Message the team to go to Support Chat.

Your organizations lists the organizations you are in, each with its kind, its member count, and a footer counting its projects and open records. The section shows the first six, and the caption says so when there are more. Select a card to open the organization, or View all for the full Organizations page.

Your projects lists every project you are a member of, across all of your organizations, most recently updated first. Each row carries the project name, the organization it belongs to, its status, how many of its records are still open, and when it last changed. Select a row to open the project.

Recent updates shows your latest notifications, with unread ones highlighted. Selecting one marks it read and jumps to whatever it is about, the same as the bell in the top bar. Open all notifications goes to the full history.

The four shortcuts under it are Install app, which opens the install banner described in the next topic, and links to Alerts for your notifications, the user guide and Settings. Once the app is installed, the first tile says so instead.

The bar across the top of every page carries the trail of where you are, the theme button, and the notification bell. On a narrow screen the menu collapses behind the button at the top right instead. On a wide screen you can hide and show the left menu with the button beside the trail, or with the keyboard shortcut listed in Settings.

Raising a request from the dashboard works the same as raising one from a project, with one extra step at the start: the dialog has no project in scope, so it asks for one.

1. Choose an organization in the first list.
2. Choose a project in the second list. It stays locked until the organization is picked, and it offers the projects in that organization that you can open. If there are none, the dialog says so.
3. The rest of the form appears, field for field the one covered in Raising a request. Fill it in and press Submit.

If a project you expected is missing from either list, it is because membership is set per project rather than per organization. Ask an admin to add you.