Your Home Dashboard: Daily Activity Overview

Your daily overview#

Open Home from the top of the sidebar. It greets you with a summary of your day.

The Home dashboard with task, calendar, and notes widgets

What’s on the Home dashboard#

Three counters — My Tasks (your open tasks), Tasks Due Today (with an Urgent flag when something is overdue), and Events Today (meetings scheduled today).
Kanban Board — your tasks across To Do, In Progress, and Done. Drag a card to change its status, or click Add Task.
Calendar — a mini month calendar with today’s meetings, and a New Meeting button.
Notes — quick sticky notes with pins and checklists.

💡

The Home board’s Kanban Board tracks your tasks — it’s different from the deal pipeline Kanban board, which tracks deals by stage.

ℹ️

Home is a customizable dashboard canvas — use Add Component to drop on more widgets, or build analytics dashboards with KPI and chart components (see the Analytics & Reports collection).

Was this article helpful?

Ready to implement this?

OpenAI Engage and apply what you just learned to your own workspace.

Open AI Engage CRM