The dashboard brings together open tasks and key figures. Start with a specific matter. You do not need to get to know every area first.
ForProperty management
WhereToday›Dashboard
Fig. 1.1The property management workspace with entry points and open tasks.
How to proceed
1
Under "Start here", open a supplier invoice, a tenant request or an owner statement.
2
Work through the "FOCUS · TODAY" card: it shows what needs a decision, such as open documents in the inbox, urgent tickets, overdue requested documents or data protection requests. Every item leads straight to the record.
3
In the open record, check the status and the next step.
4
Find further contacts, objects or cases using the search at the top. Cmd+K or Ctrl+K takes you there directly.
