Dashboard

Všechny tarify

Central overview of tasks, notifications and updates for each user.

Dostupné pro:AdministrátorVedoucíPracovníkÚčetní

The dashboard is the first screen you see after logging in. It serves as a central place for an overview of current company activities.

What the dashboard shows

• Tasks – assigned tasks and their status
• Notifications – system alerts (report approval, new invoice, …)
• Quick actions – quickly add a work report or diary entry
• Project overview – currently active projects

How to use the dashboard

The dashboard is displayed personalized for each user – everyone sees only the tasks and projects they have access to.

Adding a task (for managers and admins)

1. Click the + New Task button
2. Fill in the name, description and assign a worker
3. Set the deadline
4. Confirm saving

Marking a task as completed (for workers)

1. Find the relevant task on the dashboard
2. Click the checkbox or the Done button

Tips

tip

The dashboard is available in all tariffs including free (Diary). Each user sees a customized overview based on their access rights.

Activity Center

The dashboard aggregates information from the entire system – tasks from planning, notifications about new invoices, report approvals and payment deadline alerts. You don't need to browse individual modules – everything important is visible right after logging in.