Understanding the Dashboard

Written By Janos Veres

Last updated About 4 hours ago

Understanding the Dashboard

The My Tasks page is your home in Lumen. It shows all tasks assigned to you across all processes and requests.

My Tasks View

tasks-dashboard

When you first sign in, you'll see your task list. Each task shows:

  • Task name — The step you need to complete
  • Request name — Which request the task belongs to
  • Last updated — When the task was last modified

If you have no tasks assigned, you'll see an empty state encouraging you to start.

Sidebar Navigation

sidebar-navigation

The sidebar provides quick access to all sections of Lumen:

SectionDescription
My TasksYour assigned tasks across all requests
RequestsAll requests in your workspace (admin/owner)
My RequestsRequests you created (admin/owner)
ProcessesProcess templates (admin/owner)

Additional sidebar features:

  • Notifications — Bell icon showing unread notification count
  • New Request — Quick action button to create a new request
  • Invite people — Send invitations to team members
  • Send feedback — Submit feedback to the Lumen team

Switching Workspaces

workspace-switcher

If you belong to multiple organizations, use the workspace switcher at the bottom of the sidebar to switch between them.

Keyboard Shortcuts

Lumen supports keyboard shortcuts for faster navigation:

  • Navigate to Tasks — Use the configured hotkey
  • Navigate to Requests — Use the configured hotkey
  • Navigate to Processes — Use the configured hotkey

What's Next?

Continue to Working with Tasks to learn how to complete your assigned work.