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Browse the Help Center
/
Help Center home
Getting started
  • Welcome to fluxems
  • How fluxems is organised
  • Create your first project
  • Invite people to your workspace
  • Upload your first documents
  • Customise your dashboard
Documents
  • The document register
  • Understand versions and revisions
  • Upload a new revision
  • Set a revision as current
  • Document statuses explained
  • Update a document's status
  • Review and approve documents
  • Suitability, disciplines, and references
  • Confidentiality levels and private documents
  • Search, filter, and star documents
  • Browse files with Explorer and folder templates
  • Document workflows and action requests
Transmittals
  • What is a transmittal?
  • Issue a transmittal
  • Respond to a transmittal you received
  • Track acknowledgements
  • Recall a transmittal
RFIs
  • What is an RFI?
  • Raise an RFI
  • Answer an RFI
  • Track RFIs to closure
Projects and delivery
  • Project overview and activity
  • Add members and manage labels
  • Plan work with work items
  • Track milestones
  • Project photos
  • Project settings: general and documents
  • Follow everything with the change log
Mail
  • How project mail works
  • Compose mail, RFIs, and transmittals from the inbox
  • Triage with labels
  • Save, archive, and find mail
Tendering
  • The tender register
  • Find tenders
  • Manage tender documents and collaboration
Calendar and tasks
  • Manage your tasks
  • Use the calendar
Contacts
  • Search contacts and organisations
  • Manage organisations and people
  • Distribution lists
Workspace administration
  • Workspace settings overview
  • Manage users and teams
  • Read the audit log
  • Configure document settings
  • Configure transmittal reasons and distribution lists
  • Configure work items and custom fields
  1. Help Center
  2. /
  3. Getting started

Customise your dashboard

Choose the cards you see first: action queues, open transmittals, reviews due, and project health.

1 min read

The dashboard is the first thing you see when you log in. Make it show your work, not everyone else's.

Pick your cards

  1. 1

    Go to your Dashboard (click the fluxems logo from anywhere).

  2. 2

    Click Customize, then switch cards on or off.

    app.fluxems.com
    The dashboard Customize panel with cards toggled on and off
  3. 3

    Use Add widget to add a card you removed earlier.

What each card shows

CardWhat it shows
Items that need your attentionReviews and approvals waiting on you, in one to-do list.
My action queueDocuments awaiting your review or approval.
Open transmittalsIncoming transmittals that still need a response.
Reviews and approvals dueDeadlines grouped by urgency: overdue, due soon, later.
Quick accessDocuments you viewed recently or pinned.
Recent activityThe latest actions across your projects.
Project healthStatus across your active projects at a glance.

Tip

If you review documents daily, keep My action queue and Reviews and approvals due at the top. Nothing slips past that pair.

Related articles

  • Review and approve documentsDocuments
  • How project mail worksMail

What's next?

You are set up. Go deeper into the module you use most.

  • The document register
  • What is a transmittal?
  • What is an RFI?

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On this page

  • Pick your cards
  • What each card shows
fluxems

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