Overview
MyCase's home dashboard provides a summary of your workload, including tasks, events, billing data, open cases, and leads. You can install integrations and view recent activity by all users. Watch the video to see how to use the Dashboard for your firm.
The Home tab or Dashboard includes:
Recent activity for more filtering options
Add Items to customize the dashboard, such as calendar events, contacts, or invoices
Timesheets
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 choose search options:
All
Cases
Contacts
Leads
Documents
Events
Tags
Tasks
The 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 are located next to Smart Time Finder on the Open Time Entries screen.