Getting Started
Understanding The Workspace
How the dashboard, projects, reviews, and settings fit together in day-to-day use.
What this page is for
This page explains the job of each main area in the app so you know where to go depending on what you are trying to do.
How the workspace is organised
Dashboard
The dashboard gives you a quick read on what is happening across all projects:
- recent review activity
- top-level KPI summary
- quick links to start a new review or view the latest results
Use it to orient yourself, not to do detailed work.
Projects
Projects are the operational home for client and estate work:
- review history for that project
- report history for that project
- templates and schedules
- connection usage for reviews that have run in the project
If you are working on one specific client or estate, start from the project page.
Reviews
The Reviews section shows all reviews across all projects:
- queue a new review
- check review status
- inspect completed results
- download reports
Use this when you want a cross-project view or when you know the specific review you are looking for.
Settings
Settings is for workspace-wide and user-specific configuration:
- organisation name and profile
- users and invitations
- notification preferences
- API keys
- two-factor authentication (security tab)
What to expect
The app is structured around workflow, not around a flat feature list. Most active work happens on project pages and review pages. Settings is visited infrequently once the workspace is set up.
Common mistakes
- Treating the dashboard as the place where all detailed work should happen — it's a summary, not a workspace
- Looking in Settings for workflow objects such as templates and schedules
- Trying to manage project-specific review history from the global Reviews list