Getting started
Finding your next useful step
Your dashboard highlights an action that may need your attention. Use it as a starting point, then open Tasks or the care-team pages for the wider picture.
Who this article is for
All signed-in users
Where to find it
- Look for your next action on Dashboard or the client’s overview.
- Open Help when you want guidance on getting started or using the current page.
Use it to decide where to begin
The next useful step brings one relevant action forward so you do not have to scan every page first. It might be a task to answer, a response to review or a helpful setup step.
It is a suggestion based on your current work and access, not a complete list of everything the care team needs.
What you might see
What appears depends on your account, the selected care team and your permissions. A professional Team leader may see both their own client work and coordination responsibilities for a team they lead.
- An assigned task that is due or overdue.
- A response you can review.
- A task that needs a follow-up.
- An invitation, unfinished setup or missing account detail.
- An optional suggestion to help make the workspace useful.
Waiting on someone else may not need you yet
If you have already asked someone to do something, the next step may belong to them. Open Waiting on others in Tasks if you want to check progress.
If a follow-up is available, use it when helpful. Add context about what is needed, and respect the wait period shown before sending another reminder.
What “You’re all caught up” means
You’re all caught up means Kinovo has no current action to bring forward for you in that view. It does not mean the whole care team has finished every task or achieved every goal.
You can still open Tasks, check waiting work or add a new task if your role allows it.
Keep optional guidance at your own pace
Use the Dashboard for current priorities and your next action. Open Help and getting started to return to Kinovo essentials, setup progress and coordination guidance.
You can dismiss optional guidance and return to Help later. Where offered, use Show another suggestion or Not relevant to this care team.
Hiding a suggestion does not complete a task, cancel a request or turn off notifications. Team leaders can return to Team → Care team setup at any time.
Check the real situation before acting
- Opening guidance does not submit a response, send a message or change access.
- Review the task instructions and current information before taking action.
- For urgent health or safety matters, use the agreed direct-contact process. Dashboard suggestions are not clinical monitoring.
Still need help?
Tell us which step you need help with and any error you saw. Leave out passwords, invitation links and private care information that is not needed to explain the problem.
Ask Kinovo support