When you login to Advisr, you'll land on the Home tab of My Workspace. This screen will be the jumping off point for everything you do in the platform.

Screenshot of home screen

  1. Common platform actions will be at the top under the heading "What would you like to do today?"
  2. Updates related to campaigns, tasks, etc. will be in the section labeled "Recent Activity".
  3. Your most urgent tasks show in the task list, with your full task list just a click away.
  4. Looking for your Clients, Campaigns and more? Just use the tabs at the top of My Workspace to navigate.
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