--- title: My Dashboard Overview description: My Dashboard Overview --- [Skip to content](https://support.wellifiy.com/en-au/knowledge-hub/my-dashboard-overview#main-content) ![Wellifiy Logo Horizontal-1](https://support.wellifiy.com/hs-fs/hubfs/Wellifiy%20Logo%20Horizontal-1.png?width=145&height=51&name=Wellifiy%20Logo%20Horizontal-1.png) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Wellifiy Knowledge Hub](https://support.wellifiy.com/en-au/knowledge-hub?hsLang=en-au) 2. [General](https://support.wellifiy.com/en-au/knowledge-hub/general?hsLang=en-au) # My Dashboard Overview The **My Dashboard** tab is your central hub for managing day-to-day responsibilities as a Team Member in Wellifiy. It provides a real-time snapshot of patient engagement, upcoming appointments, tasks, assessments, activities, and more — all in one view. --- #### 🗓 Upcoming Appointments This section lists **Upcoming Appointments** scheduled in the coming days. You’ll see: - **Date & Time** - **Type** (e.g. Group or Individual) - **Service** - **Patient Name & Phone** (if available) - **Duration** - **Action Button** (`⋯`) to join video calls or manage the appointment Click **Go To Calendar →** to access your full calendar view. --- #### ✅ My To-Do List Track outstanding tasks that have been assigned to you or created by you. Each task shows: - **Task Name** (e.g. Send program information, Medication review required) - **Patient Name** (clickable to open their profile) - **Due Date** - **Status** (e.g. Overdue) - **Creator & Assignee** You can: - Filter by Team Member - Filter by task creator - Filter by status (e.g. Current, Completed) - Click **+ New** to create a task - Mark tasks as complete via the checkbox --- #### 👥 Last Active Feed Displays the most recent time a patient was active in the platform, including: - **Patient Name** - **Last Active Date & Time** Use this to monitor recent patient engagement. --- #### 📄 Assessments & Forms Feed Lists recent patient submissions, including: - **Assessment or Form Type** - **Patient Name** - **Date & Time Submitted** Click on the highlighted link to view the full submission. **Note:** This feed will display patients for whom the logged-in Team Member is the **Primary Team Member**, or where the Team Member has opted to **receive notifications**. --- #### 📌 Activities Feed Tracks patient submissions of activities. Each entry includes: - **Patient Name** - **Activity Type** - **Date & Time** Click any entry for further details. **Note:** Like the Assessments & Forms feed, this section only includes patients for whom you are the **Primary Team Member**, or where you've elected to **receive notifications**. --- #### 👩‍⚕️ My Patients List This table shows all patients for whom you are listed as the **Primary Team Member**. For each patient, you’ll see: - **Patient Name** - **Identifier** - **Assessments**: Pending and Completed - **Forms**: Pending and Completed - **Group**: Patient Group assignment - **Labels**: Clinic-defined tags (e.g. Engaged, Follow Up Required) - **Date Created**: When the patient profile was created Includes: - A **Search bar** to filter by name or Identifier - Filter options by **Group** and **Label** - **+ New** button to create a new patient (depending on permissions) - [General](https://support.wellifiy.com/en-au/knowledge-hub/general?hsLang=en-au) - [Product Release Notes](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#main-content) - [January 2026](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#january-2026) - [December 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#december-2025) - [November 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#november-2025) - [October 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#october-2025) - [September 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#september-2025) - [August 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#august-2025) - [July 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#july-2025) - [Getting Started](https://support.wellifiy.com/en-au/knowledge-hub/getting-started?hsLang=en-au) - [Appointments & Booking](https://support.wellifiy.com/en-au/knowledge-hub/appointments-booking?hsLang=en-au) - [Patient Groups](https://support.wellifiy.com/en-au/knowledge-hub/patient-groups?hsLang=en-au) - [Forms, Assessments, & Docs](https://support.wellifiy.com/en-au/knowledge-hub/forms-assessments-docs?hsLang=en-au) - [Group Programs](https://support.wellifiy.com/en-au/knowledge-hub/group-programs?hsLang=en-au) - [Case Notes](https://support.wellifiy.com/en-au/knowledge-hub/case-notes?hsLang=en-au) - [Messaging](https://support.wellifiy.com/en-au/knowledge-hub/messaging?hsLang=en-au) - [Billing & Payments](https://support.wellifiy.com/en-au/knowledge-hub/billing-payments?hsLang=en-au) - [Content Management](https://support.wellifiy.com/en-au/knowledge-hub/content-management?hsLang=en-au) - [Patient Journeys](https://support.wellifiy.com/en-au/knowledge-hub/patient-journeys?hsLang=en-au) - [Activities & Check-Ins](https://support.wellifiy.com/en-au/knowledge-hub/activities-check-ins?hsLang=en-au) - [Troubleshooting](https://support.wellifiy.com/en-au/knowledge-hub/troubleshooting?hsLang=en-au) - [Contact Us](https://support.wellifiy.com/en-au/knowledge-hub/contact-us?hsLang=en-au) [![Wellifiy Logo Horizontal](https://support.wellifiy.com/hs-fs/hubfs/Wellifiy%20Logo%20Horizontal.png?width=145&height=51&name=Wellifiy%20Logo%20Horizontal.png "Wellifiy Logo Horizontal")](https://support.wellifiy.com/?hsLang=en-au) [mailto:hello@wellifiy.com](mailto:hello@wellifiy.com) Copyright © 2025,