Dashboard

Your home base for team updates, tasks, progress notes, and key financial insights.

The Caspen dashboard offers an easy way to communicate with your team, take notes, manage tasks, view outstanding progress notes, and gain a quick financial overview.

It brings together the information you need to start your day without searching through multiple areas of the system.

Dashboard sections

• Team noticeboard – Share announcements and updates with your team in one central place.

• Tasks overview – See today’s priorities and overdue tasks at a glance, and mark items as complete.

• Manage incomplete progress notes – Review and complete outstanding client notes that need attention.

• Income overview – Track recent revenue, including invoices and payments, with simple visual insights.