Make the Boost dashboard work for you by adding widgets to keep track of important tasks, leads, and activities.
This article will go into detail on widgets available in our Widget Library.
Note: Only you can see changes made to your dashboard. Changes you make on the dashboard customisation screen are not visible to other users in your firm.
Add widgets to your dashboard
- Select the Pencil Icon from the top-right corner of the dashboard to enter the layout customisation screen.
- Select Add Widget.
List of Boost dashboard widgets
My Daily Digest - View a list of all tasks and events assigned to you that are scheduled for today
My Overdue Tasks - View a list of all overdue tasks assigned to you
My Upcoming Events - View a list of all events on your calendar for today and the future
Recently Viewed Matters - Quickly access your recently viewed matters
Hours - See today's billable and non-billable hours
Billable Activity - An overview of this month's fee activity
New Leads - View all new leads that have been created in a given time frame
You can configure how information is displayed and the date range this widget captures.
- List view:
- Number view:
New Matters - View all new matters that have been created in a given time frame
You can configure how information is displayed and the date range this widget captures.
- List view:
- Number view: