Skip to content
English - United Kingdom
Contact us
  • There are no suggestions because the search field is empty.

Getting started with the Intuety home dashboard

The home dashboard is your landing page in Intuety. It shows you what needs your attention and when, so you can pick up where you left off.

Who can use this?

All Intuety users. The widgets you see may vary with your role and project access.

How do I get to the dashboard?

You land on the dashboard every time you log in, if you have the Author, Approver or Project Admin role. You can return to it at any time by selecting Dashboard (the house icon) in the left-hand menu. If you are a Client Admin without the Author, Approver or Project Admin role, you land on Organisation Settings instead and do not see the dashboard.

Quick-jump buttons

Below the greeting at the top of the dashboard, quick-jump buttons let you:

  • Recent Project: go to your most recent project
  • Jump back in: go back to your most recent job
  • Pending Reviews: Approvers only: shows how many RAMS are awaiting your review. Hover over it to see the list and select one to open it.

Which widgets are available?

  • Open Jobs: all your jobs not yet marked as completed.
  • RAMS Overview: your RAMS that are processing or ready for you.
  • Jobs expiring soon: jobs nearing their expiry date. You can update the expiry date inside the job.
  • Returned Reviews: jobs or RAMS sent back to you by an Approver.
  • RAMS ready for submission: your RAMS ready to send for acceptance. Select Send for Acceptance on a RAMS to open it and submit it.
  • Nudge Reviewers: your jobs awaiting review, with a button to send a reminder to the selected reviewers.
  • Live Projects: your company's live projects. Expand a project to see its jobs and click straight in.
  • Comments: recent comment threads on jobs you are involved in. Expand and reply directly.
  • Search Your Projects and Jobs: search any project or job by name and open it.
  • Hot Topics: key themes and topics across your organisation.
  • Live Guided RAMS: your Guided RAMS jobs that are live.
  • Guided RAMS in Draft: your Guided RAMS still in draft. Select Continue to pick up where you left off.

How do I customise the dashboard?

Each tile on the dashboard is a widget. You can add, remove, resize and move widgets on a grid, and your layout is saved in this browser for next time.

  1. Select Edit Layout.
  2. Move, resize, pin or remove widgets.
  3. Select Add Widgets to add another widget.
  4. Select Done when you have finished.

To start again, edit the dashboard and select Reset to Default.

Common questions

  • I do not see the same widgets as a colleague: widgets depend on your role and project access, and on how each of you has arranged your layout. A widget with nothing to show displays a short message, for example "No open jobs".
  • I cannot see pending reviews: check you have the Approver role and have been selected as a reviewer on the job.
  • I cannot find a project: select Projects in the left-hand menu and search by name, reference, client reference, label or location.
  • I have lots of old jobs or projects: contact support if you would like help tidying them up.

Related articles

Still need help?

Ask our live chat, email support@intuety.io or call 02922 710 527. Include the Job ID (shown in Job Quick View) if your question is about a specific job.