- 9.1 Dashboard Layout
- 9.2 Quick Add
- 9.3 Creating an Event
- 9.4 Creating a Task
- 9.5 Creating a Note
- 9.6 Creating a Call Note
- 9.7 Creating a Case
- 9.8 Creating a Contact (Person)
- 9.9 Creating a Contact (Company)
- 9.10 Configuring Your Dashboard
- 9.11 Turning off Your Dashboard
The dashboard is your homepage in AgileCase.
It lists your tasks and events as well as and recent activity on your system. The purpose of the dashboard is to allow yourself to quickly orientate you with any changes made to the system or upcoming activities that may need your attention.
This chapter will walk you through the functionality of each element of the dashboard.