Overview

What is the Overview page?

Overview is the page you land on right after you sign in — your board's day-to-day home. It opens with a personal greeting ("Good afternoon, Ada.") based on the time of day in your board's own timezone. Your identity is confirmed by the account menu in the navigation rail (and announced to screen readers on this page), so the dashboard itself stays free of a redundant "Signed in as" line.

The page is deliberately calm: it only ever shows what needs you, personally — nothing more. If nothing needs your attention right now, it simply says "You're all caught up" instead of showing you empty sections.

What shows up on my dashboard?

When something needs you, Overview organizes it into these sections. Overview is a nudge, not a full backlog: each section shows your 3 most urgent items (soonest deadline, or newest, depending on the section), but the number in the corner of the card is always your TRUE total — how many really need you, not just how many are listed below it. When there are more than 3, a "Showing 3 of …" note appears under the section's heading. Every section also carries a View all link to the full list, so the rest is always one click away. A section whose total is 3 or fewer shows every item and no "Showing" note at all.

• Upcoming meetings — meetings on your calendar, each showing its type and when it is, with a Virtual or Hybrid badge on meetings you can attend online. When a meeting has a video link, a Join button sits beside the row, so at 8:59am you can join from the page you're already on — no need to open the meeting first. It opens in a new tab. See everything on your calendar via the View all in Meetings link.
• RSVPs you owe — upcoming meetings still waiting on your Yes, Maybe, or No, with the RSVP by date when the meeting has one, shown in the meeting's own time zone — the same date you'd see on that meeting's own Details page. Once that deadline has passed it reads as "RSVP deadline passed …" instead, rather than a live prompt. Each row links straight to the meeting, where the Your RSVP control is; answering makes the item disappear from here. Your board's quorum planning depends on these answers, which is why they get their own section rather than being buried in the meeting list — see everything via the same View all in Meetings link. (If your role can't RSVP — an observer — you won't see this section at all.)
• Open votes — motions currently open that are awaiting your ballot, each showing which meeting they belong to and the threshold rule that applies (written-consent rounds appear here too, named with their closing date). See every ballot still waiting on you via the View all open votes link, which opens the Awaiting you page.
• Your tasks — action items assigned to you, each showing its priority, with Overdue or Due soon flagged clearly (never by colour alone). When you have nothing assigned, an Add a task button lets you create one right there. See everything assigned to you via the View all in Tasks link.
• Documents to acknowledge — governing documents (bylaws, policies) you haven't yet confirmed you've read. See the full library via the View all in Documents link.
• Surveys awaiting your response — surveys and board self-assessments sent to you, with their deadline when they have one. Answering, the survey closing, or its deadline passing all make the item disappear from here — see everything via the View all in Surveys link, and Surveys.
• Documents awaiting your comment — drafts circulated for the board's comment that you haven't commented on yet, soonest deadline first, each naming the document and the date comments are due. Commenting, or the review closing / being withdrawn / going to a vote / passing its deadline, makes the item disappear from here. See them all via the View all documents awaiting you link, and Reviewing and adopting a draft.
• Minutes awaiting your review — meetings whose minutes have been circulated for the board's review and that you haven't seen yet, each naming the meeting and when the minutes were circulated, newest first. This only shows minutes from meetings you're actually part of — the whole board, or just your committee for a committee meeting. The item disappears once the minutes are approved or sent back to draft. See them all via the View all minutes awaiting you link, and How do I approve minutes?.

Every item is a full-width link straight into where you need to act — open a meeting, answer an RSVP, cast your vote, complete a task, acknowledge a document, comment on a draft, or read a circulated set of minutes — with the meetings' Join button as a second, separate control beside the row. A section with nothing in it shows its own quiet "nothing here" message rather than disappearing.

Good governance tip: an empty Overview isn't a bug — it means you're caught up. If your board is brand new and everything is empty, that's expected too; items appear here as meetings, votes, tasks, and documents are created.

Where can I see everything that's waiting on me?

Most sections send you to the list that already exists for them — Meetings, Tasks, Documents, Surveys. Three of them have no such list, because the work lives inside a meeting, a review round, or a set of minutes rather than in a list of its own: Open votes, Documents awaiting your comment, and Minutes awaiting your review. Their View all links open a page of their own, Awaiting you, reachable from any of those three cards.

Awaiting you has one tab per section — Open votes, Documents, Minutes — and shows that section's complete list, 20 items to a page, with Previous page / Next page controls when there are more. The count at the top always matches the number on the dashboard card you came from: they are the same list, just shown in full instead of the first three.

A few things worth knowing:

• Each tab is its own address (for example, /overview/awaiting?kind=minutes), so you can bookmark or share the exact list you're looking at — the page you are on is part of the address too.
• Switching tabs always starts you back at the first page, so you never land on "page 3" of a list that only has one.
• A tab with nothing in it says so plainly ("Nothing to comment on") rather than showing an empty panel.
• You only ever see your own queue here. There is no way to view another member's outstanding votes, comments, or minutes from this page — it is built from the same "needs you" rules the dashboard uses, for the person signed in.
• Each row links straight to where you act on it, exactly as on the dashboard: the motion's meeting (or its written-consent round), the review round with the comment box, or the meeting's minutes.
• Nothing about the dashboard changes: its cards still show your three most urgent items each. Awaiting you is where the rest of them live.

What if I'm fully caught up?

When none of the sections has anything for you, Overview replaces them with a single "You're all caught up" message. If your role allows it, that screen also offers Add a task and Add a member buttons, so a brand-new or quiet board is never a dead end.

What's the setup checklist at the top?

If you can manage board settings (an admin or the chair) and your board's first-run setup isn't finished yet, a Finish setting up your board card sits above your dashboard. It shows how many setup steps are done and links straight back into whichever one you left off on. See Set up your board for what each step covers. It stops appearing once every step is resolved, or once you personally dismiss it — dismissing is just for you: it doesn't hide the card from any other admin or from the chair, since setup is something a board finishes together. Directors, the treasurer, staff liaisons, and observers never see this card — finishing setup isn't their job, so it never clutters their dashboard.

Whose dashboard am I seeing?

Always your own. Overview always shows what needs you, the person currently signed in — never a stand-in or another member's view. That's also why you need to be a member of a board to see its Overview page at all.