Start the office day
Use Dashboard priorities to decide what needs attention first.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Start the office day is for and choose the correct next action.
Safety and data checks
- • A dashboard card is a signal, not a command; verify the underlying record before acting.
Complete the task
- 1Navigate
Open Start the office day
Use the Hub navigation to open Start the office day. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultStart the office day is open and its page heading is visible.
- 2Review
Understand what belongs here
Dashboard combines Action Center warnings, operational counts, and quick customer lookup into the office starting point. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Scan overdue and blocked cards before totals that are merely informational. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Open the highest-risk card to reach the workspace where the issue can actually be resolved. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
A dashboard card is a signal, not a command; verify the underlying record before acting. This orientation ends before any irreversible or customer-facing submission.
A dashboard card is a signal, not a command; verify the underlying record before acting.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.