There are 4 types of Dashboards available on Clarra designed to make your experience even more fluid, and keep the information you want readily accessible. The Dashboard is the first page you see when you open Clarra, ensuring you receive prioritized information as quickly as possible. Each Dashboard provides relevant metrics and keeps you up-to-date with your Matters.
Not every User will see each widget listed below, as some widgets (especially those related to Accounting) require specific viewing permissions.
Here, let’s review the Standard Dashboard.
Standard Dashboard
The Standard Dashboard is the default Dashboard displayed on Clarra. It displays the following:
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Your Appointments for today
- Includes a red line marking the current time
- Press “View All” to go to the Events page and see your Appointments in Calendar View
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Your Billed Time
- Shows today by default, but you can select other options
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Your Active Timers
- Shows Timers that have yet to be submitted as completed Timeslips
- Provides the options to edit and resume Timers, and save Timeslips
- Press “View All” to go to the Timeslips page
- Press “+ New Timer” to open a New Timeslip
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Your Deadlines for today
- Press “View All” to go to the Events page and see your Deadlines in List View
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Your Tasks
- Press “View All” to go to the Events page and see your Tasks in List View
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Your Recent Matters
- Organized by recent activity
- Press “View All” to go to the Matters page and view your Matters
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Favorite Reports
- Includes Reports you’ve marked as Favorites
- Press “View All” to see all your Favorite Reports
- Press “+ New Favorite Report” to select a new Report as a Favorite
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