The dashboard is your starting point for upcoming work, recent activity, and operational exceptions. It is designed to help assistants and coordinators move quickly into the right record list.
What the dashboard helps you monitor
- Upcoming appointments and tasks.
- Recent document or travel activity.
- Items that may need attention, such as expiring documents or incomplete records.
How list pages work
Every major module includes a list page and a detail page. Use list pages to scan, search, sort, and export operational data before opening a single record.
- Documents list: review title, status, ownership, household, and expiration.
- Flights list: review booking references, primary traveler, route timing, and reservation status.
- Appointments list: review time windows, category, and assigned participants.
- Tasks list: review due dates, priority, assignee, and completion status.
Operational habits that work well
- Start with the dashboard to identify what is due soon.
- Open the relevant list page and narrow the records that require action.
- Open the detail page only for the records that need edits, uploads, or status changes.
- Use reminders instead of relying on memory for recurring follow-up.
Exporting data
Some list pages support Excel export when the optional export dependency is available in the environment. If export is requested and the dependency is missing, the app will show a message instead of generating a file.
Tip: use dashboards for prioritization and list pages for execution. That split keeps the system fast and predictable for high-volume work.