Dashboard

Use this topic for business health and urgent work.

Before you start

  • Use the correct company and an active account with permission for this workflow.

Where to go

Workspace → Dashboard

Audience

Business owners and operations managers.

Permissions

  • Only business owners and authorized operations managers may manage this view.

Actions

Review alerts
Use Review alerts to support business health and urgent work.
Open urgent work
Use Open urgent work to support business health and urgent work.

Statuses

Healthy
The record is currently healthy.
Attention needed
The record is currently attention needed.

Workflow

  1. Open Dashboard.
  2. Review the record and its current status.
  3. Choose Review alerts and confirm the result.

Expected outcome

Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.

Troubleshooting

A dashboard total looks outdated
Refresh the view and confirm the source record status