My Dashboard

Any charts you have added to your dashboard display here. Drag and drop charts to rearrange the display order.

My Tasks

These are tasks that have been assigned to you and are waiting on your action to move forward or be complete.

• When there are no overdue tasks, the total number of outstanding tasks is visible from any tab, represented by a blue badge.
• When a task becomes overdue, the number of overdue tasks displays in an orange badge and the total number no longer displays.

My Messages

These are messages that have been sent or received by you. For security, rendered messages are not available on any views. If needed, the Message Body (with unrendered tokens) can be seen on the Message page. This prevents staff from circumventing their access limits through resolved merge fields.

Your Draft Messages can also be found here by navigating to the My Drafts view.

My Selections

These are selections that you have made throughout the system.

My Notifications

These are view notifications that you have scheduled.