A Home to Start Your Day

We've built a Home: An overview of your workspace. The moment you sign in, you can see what needs your attention across tasks, clients, and client progress, so you can jump straight into your day instead of hunting around.
See what needs attention at a glance
Three summary cards at the top of Home show your tasks due soon in the next seven days, any overdue tasks, and pending clients who are still waiting to accept their invitation. It is an instant read on where things stand.
Your tasks, front and center
An upcoming tasks panel lists what is on your plate, and you can create a new task right from Home without navigating away.
Stay on top of what's happening
A recent activity feed shows the latest actions across your workspace, from tasks created to activities sent and comments added. Alongside it, Activity updates and Program updates show how your clients are progressing, so you can see at a glance which activities have been completed and which programs are in progress or still pending.
Open Home and take a look. It is the fastest way yet to pick up where you left off.