Dashboard
Your home page. See what needs attention today across requests, approvals, invoices, and active work, then jump to the right place.
- Who can use this
- Authenticated workspace members
On this page
Explore sequence diagram
Sequence diagram
Dashboard
Sequence diagram. The text on this page has the exact steps and permissions.
What the dashboard is for
The dashboard answers "what needs my attention right now?" It pulls the most urgent items from across the workspace into one place. Use it to decide where to go next, then do the work on the detailed page.
What you'll see
Active requests
New and open client asks, including those waiting on a reply from you.
Approvals
AI suggestions and MCP writes waiting for your review. Use Approve next to work through them.
Invoices needing follow-up
Overdue invoices and invoices that need a reminder.
Pinned notes
Notes you've pinned for quick reference.
Agent activity
Recent AI runs and their results.
Your timer
Whatever you're tracking time on right now.
Example
A Monday morning check
You open the dashboard and see three things. A new Northstar request is waiting on a reply, an MCP task creation is waiting for approval, and the June invoice for another client is five days overdue. You reply to Northstar first, approve the task creation, then open the overdue invoice and send a reminder.
New workspaces and the demo
While a workspace is empty, the dashboard offers a one-click demo. The demo is a separate sandbox workspace, so demo records never mix with your real data. Its short checklist asks you to rename a task, start and stop a timer, and preview the sandbox invoice. See Getting started.
FAQ
Can I hide the onboarding prompts?
Yes. Once you're set up, choose Dismiss Quick Start to hide the first-time checklist.
Does the dashboard show everything?
No. It shows what's most likely to need attention. Use the detailed pages, such as Requests or Invoices, and their saved views for the full lists.