Today
Today
Today
One screen for what needs attention first.
Top 3 Priorities
Completed This Week
Urgent Tasks
Overdue Tasks
Waiting on Others
Participants
Add and edit participant admin details directly on this page.
Add Participant
Optional CSV import
Import a CSV file from a spreadsheet. This stays on this computer, but it is not encrypted, so use initials or test data until you are comfortable.
CSV columns
name, status, nextAction, dueDate, lastContact, documentsPending, notes
Dates work best as YYYY-MM-DD, for example 2026-05-20.
Tasks & Follow-ups
Add, update, and finish admin tasks.
| Task | Participant | Due | Priority | Status |
|---|
Letters & Reports
Add and update document stages, due dates, and sent status.
Add Letter or Report
| Participant | Document | Stage | Due | Sent |
|---|
Settings
Edit the options used by buttons and dropdowns across the dashboard.