---
title: Dashboard Overview
description: "The Seamlss Dashboard gives you a consolidated view of all client requests in one place. You can quickly switch between request statuses, sort and filter your view, send reminders, and action items directly from the dashboard. [Seamlss Dashboard Overview -…"
url: "https://seamlss.com.au/help/dashboard-overview/"
updated: "2026-09-13"
category: Dashboard
---

# Dashboard Overview

The Seamlss Dashboard gives you a consolidated view of all client requests in one place. You can quickly switch between request statuses, sort and filter your view, send reminders, and action items directly from the dashboard.

[Seamlss Dashboard Overview - Managing Requests in One Place](https://www.youtube.com/embed/meqPIFAGxeo?feature=oembed)

## Request statuses

The dashboard groups requests into three tabs:

1. **Drafts**: Requests that have been created but not yet sent to the client. You can review, edit, approve, and push these out.
2. **Follow-ups**: Requests that have been sent but not yet actioned by the client.
3. **Actioned**: Requests the client has completed that are ready for you to review.

Click on any tab to switch between views.

Quick view change menu or sort by columns.

![](https://seamlss.com.au/wp-content/uploads/2026/04/image-22-1024x70.png)

![](https://seamlss.com.au/wp-content/uploads/2026/04/image-21-1024x218.png)

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## Actions from the dashboard

Click the **three-dot menu** on any request to access quick actions:

- **Send reminder**: Resend a follow-up to the client
- **Duplicate**: Create a copy of the request
- **Mark as done**: Complete the request and move it to actioned

![](https://seamlss.com.au/wp-content/uploads/2026/04/image-23.png)

## Working with drafts

Drafts are requests that haven’t been sent yet. From the dashboard you can:

1. Click on a draft to open and edit it.
2. Review and approve the request content.
3. Push it out to the client when ready.

You can also click the **view button** to preview what’s already in the request without opening the full editor.

![](https://seamlss.com.au/wp-content/uploads/2026/04/image-24.png)

## Viewing completed requests

The **Actioned** tab shows requests that clients have completed. You can review the submitted information and click through to the client’s details.Share