Your dashboard and what needs a look

See which cases have updates, most urgent first, and go through them in one pass.

Professional portal

Your Dashboard shows every case, and the ones with something new.

Needs a look

Each case lists short updates, most urgent first:

  • Expense disputed
  • Resolution waiting: a proposed resolution hasn't been answered in 3 or more days.
  • Waiting for a reply: a topic's last message is 2 or more days old.
  • Schedule change: a swap is waiting, or was declined in the last 14 days.
  • Unpaid expense: unpaid for 30 or more days.
  • New posts: since your last visit.
  • Access ending: within 14 days.

These are dated facts with a link to the item. Clearly never scores a parent or draws conclusions.

Go through them

Click Go through them to open each case in turn. Each update ticks off when you open it. Click Next to move on, Finish at the end, or Stop at any time. Items you've seen stay hidden until they change.

Your cases

The table lists each case with its parents, last activity and access. Use the Active, Invited and Past tabs in the sidebar.

In a case, press J or K (or ] and [) to move to the next or previous case.

Did this answer your question?

Still need help?

Email hello@getclearly.app and a person will reply, usually within one business day. Tell us which app you use (iPhone, web or the professional portal) and what you were trying to do. Please don't include your password.