Staff Dashboard overview

The
Staff Dashboard
enables you to aggregate several sources of information onto a single screen using portlets. Within this dashboard, you can view information such as a time entry recap, a graph of time by activity, staff in/out availability, your FileCabinet CS documents, and your mail, tasks, calendar, and other solutions.
To open it, select
View
then
Staff Dashboard
.
note
  • The
    Staff Dashboard
    is user-specific. No one else can view your
    Staff Dashboard
    .
  • To view documents stored for the client in FileCabinet CS, you must be licensed for FileCabinet CS.
  • To view mail messages, tasks, and your calendar, you must use Microsoft Outlook as your mail client. Practice CS integrates with Outlook to display this information.
  • The Staff Dashboard is a user-defined terminology screen. Your firm may refer to it by a different name. You can view the default names for user-defined items by selecting
    Help
    ,
    Enable Default Terminology
    , or by selecting
    Ctrl + Shift + H
    .