Dashboard Overview
Your Dashboard is your command center in Taskyy. It displays key metrics, recent activity, and gives you quick access to all your tools.
What You'll See
Key Metrics
- Open Leads: New and active leads in your pipeline
- Pending Invoices: Unpaid invoices awaiting payment
- Upcoming Jobs: Scheduled appointments and job visits
- Team Activity: Recent updates from your team members
Quick Actions
Access your most-used features from the dashboard:
- Create a new lead
- Send an invoice
- Schedule an appointment
- Add a task
Navigating Your Dashboard
The left sidebar gives you access to all Taskyy features:
- CRM: Leads & Clients
- Billing: Invoices & Expenses
- Calendar: Appointments & Jobs
- Plugins: Tasks, Quotes, Contracts, and more
- Settings: Team, integrations, and preferences
Tips
- Customize your view: Toggle metric cards on/off based on what matters most to you
- View trends: Click any metric to drill down into detailed reports
- Mobile-friendly: Your dashboard adapts to phones and tablets
- Real-time updates: Metrics refresh as your team makes changes
Next Steps
Last Updated: 2026-07-15
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