Dashboards and widgets¶
Why this matters¶
The dashboard is the first screen you see when signing in. It's a collection of widgets — small blocks showing relevant info: your open cases, upcoming deadlines, pending collections, activity charts, unread emails. Each user can build their dashboard their own way to see what matters most when starting the day.
A good dashboard cuts the "what do I need to do now?" time from 10 minutes to 30 seconds.
Your personal dashboard¶
- Sign in.
- You land on your dashboard.
- If you haven't customized it, you see default widgets your administrator configured.
To customize, Edit dashboard button (upper-right).
Add a widget¶
- Edit dashboard → Add widget.
- Pick from the catalog. Typical types:
- Case list — your open cases by stage.
- Upcoming deadlines — IRCC dates in the next N days.
- Pending collections — overdue or upcoming invoices.
- Activity chart — cases created, closed, submitted per week.
- Email inbox — latest unread emails.
- My tasks — pending items assigned to you.
- Calendar — today's agenda.
- KPI metrics — cases closed this month, approval rate, etc.
- Adjust the widget's parameters (filters, date range, module).
- Save.
Move and resize widgets¶
In edit mode:
- Drag a widget to reposition.
- Pull corners or edges to resize.
- Widget menu → Configure (change parameters) or Delete.
ImmCase organizes widgets in a grid — adjusts them so they don't overlap.
Team (shared) dashboards¶
Your administrator can configure shared dashboards for roles or teams: "RCIC consultant dashboard", "Administrator dashboard", "Collections dashboard". They appear as tabs or options in the selector above the main dashboard.
Unlike personal ones, shared dashboards you can't edit — they belong to the whole role.
Reset to default dashboard¶
If you broke your personal dashboard experimenting and want to start over:
- Edit dashboard → menu → Reset to default.
- Confirm.
Your customized widgets are deleted and you return to the initial dashboard.
Watch out for¶
- Too many widgets saturate. More than 6-8 widgets becomes a wall of info with no focus. Be selective.
- Widgets refresh on intervals. Don't expect them to update real-time to the second — they may take 30 seconds or more to refresh. If you need exact info this moment, go straight to the module.
- The activity chart is for trends, not exact data. "This month I closed 12 cases" may be an approximation; the closed-cases report is the exact source.