This article will help you understand how to navigate the Dashboard in MyCase and includes information about:
Dashboard Navigation
Home Tab
Settings
Search
Navigation bar at the bottom of the page
Dashboard Navigation
Everything at the top and bottom of your MyCase account will remain available to you regardless of what page you are on.
Home tab or Dashboard includes:
Recent activity which allows for more filtering options
Add Items to customize the dashboard, such as calendar events, contact, or invoice
Timesheet
Tasks
Events
Open Cases
Leads Over Time
New Communication
Recent Activity
Alerts
Integrations
Settings
Located in the upper right-hand corner next to the search bar. Select and choose All Settings from the drop down menu to see:
General
Personal
Firm
Common
Profile Summary
Integrations & Apps settings
If you want to learn more about settings, view the Understanding MyCase Settings video.
Search
Located next to Settings. To search by specific criteria, select the drop down and chose search options:
All
Cases
Contacts
Leads
Documents
Events
Tags
Tasks
Navigation bar at the bottom of the page
Smart Time Finder, which allows us to capture more billable time by passively tracking all activities done in MyCase.
Select Get Help to chat with a Customer Success representative, search help articles and see what's new.
My hours billed is located next to Smart Time Finder to the Open Time Entries screen.