Overview
The dashboard is your home screen in Cloudclerk. It gives you a snapshot of recent activity, upcoming deadlines, and quick access to your most-used features.
Key Areas
Sidebar Navigation
The left sidebar gives you access to all major sections:
- Clients — manage client records, contacts, and documents
- Tasks — view and manage your task list
- Invoicing — create and track invoices
- Documents — browse and upload files
- Reports — generate practice reports
You can collapse the sidebar by clicking the toggle at the bottom to give yourself more screen space.
Top Bar
The top bar contains:
- Search — find clients, documents, and tasks instantly
- Notifications — stay updated on activity across your practice
- Profile — access your settings and sign out
Customising Your View
Each section supports table views that you can customise with filters and column selections. Your preferences are saved automatically.
Use the keyboard shortcut ⌘+K to open the command palette and navigate anywhere instantly.
What's Next?
- Dashboard Overview — explore the KPI cards, charts, and widgets on your home page
- Using Global Search — find clients, contacts, and tasks from anywhere
- Keyboard Shortcuts — speed up your workflow with shortcuts