Dashboard

Customise Your Dashboard to See What Matters Most

Engager.app’s Dashboard puts you in control. Customise your view, add widgets, create reminders, and track key data. All in one place.

A detailed dashboard from engager.app, enhanced with task management features, displays categorized project tasks. Sections include Request Records, In Progress, Help Needed, and In Review, each with color-coded tags indicating status and monetary values. Filters and adjustments are visible on the left.

Your Dashboard, Your Way

A screenshot of a Service groups dashboard with seven entries listed, showing columns for name, owner, services, and actions. The page background is a red gradient with a white table in the center displaying service names and details.

Custom Widgets for Your Workflow

Enable or disable widgets to display exactly what’s important to you. From tracking deadlines to seeing client updates, customise your dashboard to reflect your unique role and priorities.

Focus on the Information That Matters

Stop sifting through irrelevant data. With custom widgets, you can choose what you see—whether it’s outstanding tasks, pending deadlines, or client updates—ensuring you always have the right information at a glance.

Create countdown timers to track key deadlines for tasks, meetings, or filings. Keep important dates front and centre, so nothing slips through the cracks.

Add notepads to store reminders, ideas, or quick notes directly on your dashboard. Keep useful information handy without switching between tools.

A dashboard with sections for My Work, Tasks, Document Signing Requests, and more. Each section displays various numerical and status indicators like overdue, pending, and next, in colors such as red, orange, and green.

All of Your Key Information Summarised Beautifully

The image shows a Manage Dashboard screen with a list of widgets including My work, Form Requests, Document Signing Requests, and more. Instructions are provided to click on the eye icon to show or hide widgets.

Is Your Current Dashboard Overloaded with Irrelevant Data?

Customise your view with Engager.app. Enable the widgets you need and disable the rest, so your dashboard works for you—not the other way around.

Struggling to Track Deadlines and Tasks?

Use countdown timers to keep critical dates in view. Whether it’s a client deadline, VAT return, or follow-up call, timers help you stay on track.

A dashboard displaying four countdowns: Christmas Count with 5 days remaining, VAT Returns with 19 days, Month End with 12 days, and Audit Deadline with 49 days. Each includes hours and minutes left until specified dates in 2024 and 2025.
A green background with a digital note interface. The left side lists tasks under User Requests with green checkmarks. The right side has notes for Staff member 1 and Staff member 2 mentioning Get lunch!! and chat about facebook.

Do You Forget Useful Notes and Ideas?

Add a notepad widget to store reminders and quick thoughts right on your dashboard. Keep everything in one place so you can easily refer back when needed.

Wasting Time Navigating Between Pages?

Widgets display key figures that link to relevant sections of the software. Jump directly to tasks, clients, or services with a single click, saving time and improving efficiency.

A dashboard with sections for My Work, Tasks, Document Signing Requests, and more. Each section displays various numerical and status indicators like overdue, pending, and next, in colors such as red, orange, and green.

Frequently Asked Questions

What is the Dashboard feature in Engager.app?

The Dashboard is a customisable home page where you can enable widgets, add countdown timers, take notes, and track key data tailored to your role.

You can enable or disable widgets, create timers, and add notepads. Simply select the features you want to display, and the dashboard will update in real time.

Widgets include key data like outstanding tasks, service deadlines, or client updates. You can also add countdown timers and notepads to stay organised.

Yes! Widgets display key figures that are fully clickable, so you can navigate to tasks, client details, or other critical areas with a single click.

Countdown timers allow you to set visual reminders for key deadlines, helping you track progress and ensure tasks are completed on time.

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Flexible Plans for Every Practice Size

All plans include every feature Engager offers. The only extra fees are for SMS and Xero integration. Enjoy unlimited users at no extra cost. Plus, our pricing comes with the Engager Price Promise for transparency and fairness.

0-5 Clients

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15,000+ Clients

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0-5 Clients

£13+VAT Per Month

Discover Your Pricing

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15,000+ Clients

Get in touch with our team if you have more than 15,000 clients by emailing contact@engager.app

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