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Set Up Home Dashboard - TC

Step by step guide on setting up your home dashboard as a TC

Updated over 4 months ago

Set Up Home Dashboard- TC

2. Use the "Configure" button to customize which widgets you would like shown on your Home Dashboard. You can choose to see all of them or pick and choose certain one's.

3. The first one is "My Dates and Deadlines". View all of your dates and deadlines in list view. You will see the transaction it's associated with and the name of the deadline. Use the checkbox to mark when you have completed a deadline.

4. Click the 3 dots to see a daily view of today's, tomorrow's, and upcoming deadlines.

5. Click "Daily View"

6.

7. Next is your Transaction List. This is a list of all of the transactions you have been added to.

8. The "My Calendar" widget shows a calendar view of your dates and deadlines. Hover over any date to see the property its associated with or click on a date and it will take you into the transaction page.

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