The Dashboard is the first place to check daily activity in PawPlacer. It brings together tasks, events, pet care, search, and operational widgets so your team can see what needs attention without opening every suite separately.
Dashboard Views
If your role can customize the dashboard, a Classic / Widgets switch appears in the top-right corner.
- Classic: Shows the original dashboard layout with the background panel, today's tasks, schedule view, and Quick Search.
- Widgets: Shows a configurable grid of dashboard widgets. Use this view when you want a denser operational overview.
Your choice is saved to your user preferences, so it follows you the next time you open the Dashboard.
Widgets View
Widgets view uses a responsive grid. The floating dashboard controls let you:
- Add or remove widgets from the widget picker
- Click Customize to enter edit mode
- Drag widgets to reorder them
- Resize supported widgets
- Click Done to leave edit mode
- Click Reset to restore the default widget layout
Widget cards can include work such as your tasks, overdue tasks, pet care, upcoming activity, and account metrics. Task widgets open the same task side panel used by task boards, so you can review, update, or complete tasks without leaving the Dashboard.
Classic View
Classic view is organized into four areas:
- Background image: Shows your personal dashboard image and the team members or volunteers scheduled today.
- Today's tasks: Lists tasks due today so you can work through immediate items.
- Schedule view: Displays upcoming tasks and events in a calendar-style layout.
- Quick Search: Finds pets, adopters, events, and tasks from the dashboard side panel.
Finding What You Need
Quick Search helps you find records from the dashboard:
- Type a search term and press Enter or click Search
- Results are grouped by record type
- Click a pet or adopter result to open its profile
- Click a task result to open the task side panel, or an event result to open the event dialog
For global navigation, use the app search command menu or the sidebar navigation. The Dashboard Quick Search is focused on dashboard-ready records and actions.
Daily Workflow
- Start in Widgets view when you want a compact overview of multiple operational areas.
- Switch to Classic when you want the schedule, today's tasks, and Quick Search in the legacy dashboard layout.
- Use Upcoming from the main navigation when you need a broader schedule and care calendar.
- Create full events from More Features → Events and tasks from Tasks.