Dashboard and Needs Attention

The Dashboard is the first page you see when you open your organization. Needs Attention is a follow-up list that collects things a person should look at. Needs Attention is part of the Core plan.

The dashboard#

The dashboard greets you and shows counts for your organization, such as People, Active Programs, Active Committees, Active Volunteers and this month's Attendance. Below that you'll find:

• Needs Attention — the open follow-up items, grouped by priority, with Open Needs Attention.
• Upcoming Activities — the next scheduled program sessions.
• Recent Program Sessions — sessions with attendance marked most recently.
• Committee Tasks — open tasks, soonest due first, with overdue ones marked.
• Volunteer Requests — open requests, soonest event first.

On the Free plan, the dashboard shows a Get started card instead, with links to People, Divisions, Mosque TV and User Access. What you see also depends on your role.

Needs Attention#

Needs Attention runs simple, fixed checks. It never sends anything to anyone; it only lists what a person should follow up. The checks look for:

• Programs: 3 consecutive absences, no session in 30 days, attendance incomplete.
• Committees: task overdue, task due soon, open tasks but no meeting.
• Meetings: poll not answered, meeting attendance incomplete.
• Volunteers: invitation unanswered, not enough accepted, date approaching with spots unfilled.

Work through the list

1. Open the dashboard and choose Open Needs Attention.
2. An Organization Admin or Super Admin chooses Run checks to look for new items.
3. Select an item to open it. Set its Status (Open, In Progress or Resolved) and who it is Assigned to, then choose Save.
4. Add Internal notes so others know what was done.

Good to know#

• The checks run only when someone selects Run checks; they are not scheduled.
• Use the Status, Priority and Type filters to narrow the list. By default it shows open and in-progress items.
• Items about a specific person also appear on that person's Activity tab in People.