Dashboard
The Dashboard is the first screen you see after signing in. Open it again at any time from Dashboard at the top of the left sidebar or by clicking the CaseBright logo.
What you see depends on your role:
| You are | You see |
|---|---|
| An administrator | The organization dashboard with Overview, Clients and Team tabs |
| A staff member | Your personal dashboard with your tasks, to-dos and signals |
| A client | The client portal home page (see Client portal) |
No separate permission is needed; the dashboard adapts to your role.
1. Staff dashboard
The staff dashboard greets you by name and shows today's date, how many items are due today, how many are overdue and how many hours you have logged this week.
Summary tiles
The first row of tiles can be clicked to open the matching list:
| Tile | What it shows | Opens |
|---|---|---|
| Tasks Due Today | Case steps assigned to you and due today (with your open count) | Tasks, filtered to today |
| Overdue Tasks | Your case steps past their due date | Tasks, filtered to overdue |
| ToDos Due Today | Your to-dos due today | To-dos, filtered to today |
| Overdue ToDos | Your to-dos past their due date | To-dos, filtered to overdue |
| My Worklogs | Hours you logged this week and this month | Time logs |
Priority Signals
Things that are waiting on you:
- Unread client messages – click Open inbox to see them in your notifications.
- Stalled case steps – your steps that have had no progress for several days (the row says how many); click Review to see them in Tasks.
Overdue
A table of the steps and to-dos assigned to you that are past due, showing how many days late each one is. Switch between All, Steps and To-dos. Click a row to open the step or the to-do; use the "show all" link at the bottom to open the full list in Tasks.
Second row of tiles
| Tile | What it shows |
|---|---|
| Recently Overdue (24h) | Items that became overdue in the last 24 hours |
| Completed Today | Steps you completed today |
| Open Workload | All your open tasks plus to-dos |
| Recurring Rollovers Today | Recurring case steps and to-dos that rolled over to a new occurrence today |
Each tile opens Tasks with the matching filter.
Your workload
Your assigned work grouped into Overdue, Due soon and Open. Click an item to open it; use the refresh icon to reload the list.
Today Timeline
The tasks and to-dos due today, in time order. Click an item to open it, Show more to see the rest, and Open calendar to go to the Calendar.
2. Administrator dashboard
Administrators see an organization-wide dashboard with three tabs. The Overview tab label shows a red badge with the total number of overdue cases and steps.
Several tiles have an info icon; hover over it to see how the number is calculated and over which time window.
Overview tab
Use the Cases / Leads switch in the page header to look at cases or at leads.
First row:
| Tile | Cases view | Leads view |
|---|---|---|
| New Clients | Clients added this week | Same |
| Active Cases / Active Leads | Open cases, with how many are In Progress | Open leads |
| Team Members | Active staff, with the average number of cases (or leads) each | Same |
| Lead Conversion / Leads In Progress | Share of leads converted to cases | Leads in progress, with how many were completed |
Second row:
| Tile | What it shows |
|---|---|
| Overdue Items | Cases (or leads) and steps past their due date; highlighted in red when above zero |
| Due Today | Cases (or leads) and steps due today |
| Due This Week | Due during the rest of this week |
| Due Next Week | Due next week |
Below the tiles are two tables: Overdue Cases (or Overdue Leads) and Overdue Tasks. They show the due date, how many days late, the priority and who is assigned. Click a row to open the case.
Clients tab
| Tile | What it shows |
|---|---|
| Total Clients | All clients, split into persons and companies |
| New Clients (Week) | New clients this week, compared with last week |
| New Clients (Month) | New clients this month, compared with last month |
| Lead Conversion | Converted leads out of all leads |
The Client Acquisition Funnel below shows Total Leads, In Progress, Converted to Cases and the Avg Conversion Time in days.
Team tab
Tiles for New Cases (Week) (with this month's count), Avg Cases/Member, Unassigned Cases and Unassigned Steps, followed by a card for every team member showing:
- Active Cases and Assigned Tasks (open steps)
- Hours logged this Week and Month
- Steps Done this month and Overdue steps
- View Time Logs, which opens that person's time logs
Use this tab to spot unassigned work and uneven workloads.