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Getting started
The Dashboard
Vitals, priorities, nudges, and quick actions on one screen.
The Dashboard is your daily starting point.
Vitals show cash, spend basis, runway, and equity vested (when Finance and Vesting are on).
Quick actions start the common flows in one click: new task, new customer, new doc, new event.
Today's priorities ranks what needs attention: blocked work first, then overdue, due today, and what is assigned to you.
Nudges flag drifting state: low runway, overdue tasks, idle prospects. Dismiss one and it stays dismissed everywhere. apply one and the fix happens in place.
Clarity score summarizes workspace health per area. Click an area to jump to it.