The user dashboard brings all the important details about your organization and members together into a single page. It helps you track daily tasks, manage your schedule, and view member information at a glance. 

Managing Your To-Dos

The to-do section displays tasks for both you and your team. You can search for specific items by member, task name, or owner. You can also view outstanding items or show completed tasks. To help you organize your view, you can filter and sort your tasks by their type and due date. 

The dashboard displays several types of to-dos:

• Custom tasks 
• Goals
• Review requests
• Consents
• Compliance items
• Claims
• If your organization is part of the Pear Cares network, your dashboard will also display the specific item required to meet compliance standards. 

If you want to hide certain types of to-dos that do not apply to your organization, such as compliance items if you are not part of the Pear Cares network, you can contact your Customer Success Manager to customize this view for your team.

Tracking Schedules and Members

The dashboard provides a direct view of your assigned members and your upcoming schedule. 

Schedules: You can switch calendar view between daily, weekly, or monthly format. 

Activities: You can schedule a new activity or start an ongoing activity directly from the dashboard page.

Using Smart AI Features

The built-in smart AI feature can assist you with daily organization. You can ask the system to perform the following actions and more:

• Prioritize your current to-dos
• Summarize outstanding or overdue tasks
• Highlight which members require immediate attention