Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Team Dashboard Home: Greeting, Date Filter and Cards
The greeting, the All Time date filter and every card a team member sees at the top of their dashboard.
The top of the Team Dashboard greets the team member, lets them pick a period and shows their work as a set of cards.
Overview
This guide covers the greeting, the date filter and every card. The panels below the cards are covered in Team Dashboard Panels.
Who Can Access
Every in-house team member. Some cards only appear when their role allows them.
Step-by-Step Guide
Read the greeting
The page says Good Morning, Good Afternoon or Good Evening with the member’s first name, then their full name and workspace. The card below shows their photo, role and workspace.
Pick a period
The date filter starts on All Time. Choose Today, Last 7 Days, Last 30 Days, This Month, Last Month or Custom Range to pick your own dates. Reset goes back to All Time.
Read the cards
Cards with a period after the name, such as “All time”, follow the filter. Cards without one show what stands right now.
