This video describes the main features and lay out of the Home Screen.
Video Transcript:
Welcome to this training on the Home Screen overview.
In this video, we'll walk through the main features and layout of the home screen so you can easily navigate and understand where to find key information in the system.
When you first login, you'll see a dashboard similar to the one shown here.
The exact dashboard you see will depend on your security group, meaning your role and permissions determine what's displayed on your home screen.
For this example, we're looking at the attorney facing dashboard.
At the top of the screen, you'll find a calendar view displaying hours for the month.
Below that, you'll see several productivity metrics, such as billable time for the day, month, and year.
These metrics provide a quick overview of your personal activity.
The calendar is interactive.
For example, clicking a date or number will take you directly to the Time and Expenses page, where you can review all time entries for that day.
Below the productivity metrics, you'll find a summary of your tasks, essentially your To Do List.
Click the Paper icon to create a new document.
For that matter, use the Speech Bubble icon to add a note or memo, which is great for documenting phone calls or client conversations.
Select the Person icon to add a Zen KM item.
Click the Clock icon to add a time entry.
This feature is known as Search and Add.
When you use this Search and Add option, the time entry window opens with the client and Matter fields already populated for you based on your search.
The same applies to the timer icon.
Click the timer icon to start a timer with the client and Matter fields autofilled.
There are also quick actions for clients.
You can create a new document for a client using the Document Automation process.
Add notes directly to the client record, or even create a new matter under that client by clicking the briefcase icon.
Though most users will use the search primarily to locate a matter and work directly within it.
If you ever need help, click the Help Desk chat icon.
You can describe the issue you're having and the system will suggest help articles.
If those don't resolve your issue, simply continue in the chat to request direct assistance.
Next to that, you'll see the notifications panel.
This area displays system alerts such as report completions or pre bills waiting for review.
You can customize which notifications you receive, but by default most users leave all notifications enabled.
Keep in mind that task assignments and pre bill requests are also sent to your e-mail with links that take you directly to the related items.
The Quick Add button allows you to create new records from anywhere in the system.
You can quickly add contacts, matters, tasks, time entries, or expenses without navigating away from your current page.
For many users, this is the fastest way to add new time entries throughout the day.
Next, let's take a look at the right side panel.
To open it, click the toggle icon in the top right corner.
This panel contains your timers, allowing you to create and manage time entries directly.
From here we see the timer we started from the search result, but you can start a new timer, then collapse the panel again by clicking the same icon.
When a timer is running, you'll see a small red flashing dot to remind you that it's active.
Then the next three icons house bookmarks.
You can bookmark Members, Contacts, Clients, and Matters directly from their list pages by clicking the bookmark icon next to the item you'd like to save.
Once bookmarked, they'll appear here for quick and easy access.
Each of the Contacts, Clients, and Matters sections includes a list of your recently used items.
For faster navigation for Matters, you have an additional shortcut from a Matter bookmark.
You can directly add a time entry.
Clicking the time entry icon automatically fills in the client and matter details, so you can simply enter your description hours and save.
Finally, the system includes a ChatGPT integration.
This is a live connection to ChatGPT, meaning any information entered in this box is sent externally for processing and then returned to you in the system.
It's a great tool for drafting documents or generating text quickly.
However, always remember not to enter any confidential or sensitive information as that data leaves your secure environment.
Note, if the Zen chat icon doesn't appear, it means your firm has this feature disabled.
And this concludes this overview of the home screen.
You've now seen how to navigate the dashboard, access your tasks, use the global search, manage bookmarks, and utilize helpful tools like Quick Add and Chat GT.