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Dashboard

Get familiar with your dashboard so you can manage your meetings and tasks efficiently

Alice avatar
Written by Alice
Updated this week

Your dashboard is where you land when you first log in. You'll see your tasks and meetings so you know what you need to focus on.

To get to your dashboard, select Dashboard from the left panel.

  • Find out how to use your dashboard if you're the secretary of a meeting

  • Find out how to use your dashboard if you're a board member attending a meeting

Downloading documents from the dashboard

If a document is attached to a task on the dashboard, it is possible that the original document may be downloaded.

Who: Any user with rights to view the task

When: The dashboard card displays a task with attachments

What: “Download” is available for each document shown on the card

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