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Dashboard Navigation Overview
Dashboard Navigation Overview
Ben Q avatar
Written by Ben Q
Updated over a week ago

This article will help you understand how to navigate the Dashboard in MyCase and includes information about:

Dashboard Navigation
Home Tab
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


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.


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.

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