Get around the app (dashboard, notifications, feedback)

Where you land, how the app keeps you informed, and where to send us your ideas.

Who this is for: all firm staff.

Steps

The dashboard

1. After signing in you land on the dashboard: your at-a-glance counters — overdue tasks, deadlines in the next 7 days, and tasks completed this month — plus your task list. The numbers cover the tasks your role is allowed to see.

Notifications and reminders

1. The bell in the top bar shows your notifications (yours only), with mark-as-read and mark-all-read; the notifications page lists them all. In-app notifications are a plan feature.
2. Deadline reminders arrive when a task's remaining days match your configured lead times — by default 7, 3, and 1 days before the due date. Overdue alerts are opt-in and go to the task's assignee (or to all opted-in staff when the task is unassigned). You never get the same alert twice in one day.
3. Tune both in Settings → Notifications: your own lead times (each between 1 and 30 days, at least one) and the overdue opt-in. These are personal settings; each teammate has their own.

Sending feedback

1. Open Feedback in the sidebar to post bugs and ideas on the product board. If the embedded board does not load, a direct link opens it in a new tab.

What can go wrong

• If reminder settings will not save: every value must be between 1 and 30 days, and you need at least one.
• If you see no notifications features: your firm's plan does not include in-app notifications.

Limits

• Notifications are personal: you only ever see your own, and your preferences apply to you alone.
• Reminder lead times: integers from 1 to 30 days, at least one required (default 7, 3, 1).