Get to Know the Dashboard

The dashboard is the home page of Lexra and the central point for viewing key information and quickly accessing every module.

[ Video guide — insert video or link ]

In this article

• Navigate the main menu
• Quick actions
• View cases
• View the calendar

Navigate the main menu

Use the main menu to reach all features:

• Cases
• Calendar
• Kanban
• Tasks
• Activities
• Invoices
• People
• Documents
• Notifications
• Reports
• Settings

[ Screenshot — Dashboard ]

Quick actions

Start the most frequent actions straight from the dashboard, without opening a module:

• Create a new case
• Record an activity
• Create a task
• Start the timer — the timer icon is in the application header on every page.

[ Screenshot — Quick actions ]

View cases

The case list shows the cases available to your account. Administrators see all office cases. Collaborators see cases they created or on which they are assigned.

[ Screenshot — Case list ]

View the calendar

The calendar shows activities, tasks, deadlines, and events — a quick overview of all obligations by day.

[ Screenshot — Calendar ]

Note:  On first sign-in, Lexra may display a brief onboarding guide introducing the basic features.