Dashboard

Use these checks when your dashboard looks different from expected or does not match another screen. A widget is missing Confirm that you are in the...

Two users in the same CaseWyze workspace may see different dashboard widgets and totals because access is based on their roles and record scope....

Use Case Search and Quick Actions to reach common work areas from your dashboard. Search for a case or subject Find the Case Search widget. Enter a...

Financial widgets help authorized users identify billing and expense work that needs attention. Their totals reflect the financial records available...

Watchers highlight groups of records that may need attention. They provide operational summaries; reviewing a watcher does not resolve or change the...

Use activity widgets to plan your day and identify work that needs follow-up. Choose the right widget Activities: pending tasks and scheduled events...

Case widgets help you assess case volume, intake, and recent progress without opening every case individually. Understand the case widgets Case Pulse:...

A widget is a dashboard panel focused on one type of information, such as Activities or Recent Updates. Choose widgets that help you act on your...

Dashboard tabs let you organize widgets around your work. For example, create separate tabs for daily activities, case oversight, and billing. These...

The CaseWyze Dashboard brings important case, activity, and financial information into one workspace overview. Use it to decide what needs attention...