VoyjHelp Centre

Dashboard

Updated 8 September 2026

What is on the Dashboard

The Dashboard groups your work into six cards. Each card refreshes on its own schedule; you can manually refresh a card with the circular arrow icon in its header.

Message of the Day
A short motivational quote that you can cycle through. Coaches use it as a five-second reset between sessions.
Upcoming Tasks
Your to-dos that are due soon, ordered by due date. Overdue tasks sit at the top in red.
Upcoming Events
Coaching sessions, organisation events and task deadlines on your calendar in the next two weeks. Each event has a one-click join link for online sessions.
Recently Added Contacts
New contacts added to the organisation, newest first. Click a contact to open their record.
Recent Emails
The most recent emails in your shared inbox. Click a thread to open it in the email reader.
New Discussion Topics
Topics posted to the forums you follow. Click a topic to read it and join the conversation.
Alerts
System and assignment alerts, with priority flags. Urgent alerts are red.
Voyj dashboard with the message of the day, upcoming tasks, recently added contacts, upcoming events, recent emails, and alerts cards.
The Dashboard on a fresh Monday morning. Six cards show today's priorities and recent activity.

Read the Dashboard

  1. Skim the top row first. Upcoming Tasks and Recently Added Contacts tell you what needs attention today and who your newest clients are.
  2. Check Upcoming Events. This card lists the next coaching sessions on your calendar, with join links for online sessions.
  3. Glance at Alerts. Unread system and assignment alerts show here. Click an alert to jump to its detail page.
  4. Open the Message of the Day. Use the left and right arrows to cycle through motivational quotes for the day.

Customise the layout

  1. Open the layout menu. Click the Dashboard layout options button in the top-right of the heading row.
  2. Add or remove cards. Pick which panels you want visible. The Message of the Day, Tasks and Contacts are the most useful defaults.
  3. Save the layout. Your changes apply straight away and persist across sessions for this coach.

Open a record quickly

  1. Click any card row. A contact name opens the contact detail page; a task opens the task dialog; an event opens the session page.
  2. Use the right-hand Info Panel. It collapses to a Today strip on smaller screens and remembers which sections you have open.

Refresh a card

  1. Click the circular arrow icon in the top-right of any card. The card reloads its data without reloading the whole page.
  2. For an immediate full refresh, click your browser refresh button or press F5.
Tip. Cards respect your role. Coaches see only the contacts and cases they own; supervisors and admins see everything. The cards rearrange themselves if a record you previously saw is reassigned.