Platform Module
Help Center: Your Dashboard at a Glance
Learn how to use the Homey dashboard to monitor progress, manage tasks, and stay in control of your work.
Module information:
The Dashboard section of the Help Center explains how to use Homey’s dashboard as your daily command centre. It helps you understand how information is organised, what requires attention, and how to prioritise your workload across active cases.
With clear walkthroughs and practical examples, this section shows you how to monitor progress, identify outstanding actions, and stay in control throughout every stage of a transaction.
What you’ll learn in Onboarding:
How to read and navigate the dashboard layout
Track case progress and key milestones
Identify tasks, messages, and pending actions
Use the dashboard to manage work efficiently
Navigate and understand all features in all dashboards
Client Dashboard
Platform Dashboard
Lead Dashboard
