Dashboard Navigation Overview

This article will help you understand how to navigate the Dashboard in MyCase

Ben Q avatar
Written by Ben Q
Updated yesterday

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.

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