Home dashboard and task badges
What Home, My Tasks, badges, and counts mean when Uplinq needs something from you.
Badges and counts often point to something that may need review. Start on Home, check My Tasks, then open the area named by the task: Data Hub, Transactions, Payees, or My Projects.
What Home is for
Home is your quick status view. It can show tasks, project progress, financial snapshots, bank account status, and contact information for your Uplinq team.
Use Home when you want to answer one question: what needs my attention right now?
What My Tasks means
My Tasks is the action list for work that may need input from you. Depending on your account, it may include:
- Respond to File Requests;
- Complete Third-Party App Requests;
- Answer Transaction Questions;
- Transactions in Need of Review;
- Upload Bank Statements;
- bank connection or credential tasks such as Connect Banking Institutions, Fix Broken Banking Connections, or Complete Banking Credentials Requests.
If no tasks appear, it usually means Uplinq is not waiting on one of those items right now.
What badges and counts mean
A badge or count is a pointer, not a penalty. It helps you find the work that needs attention.
| Area | What the count may point to |
|---|---|
| Data Hub | File requests, missing statements, app requests, credentials, or connection issues. |
| Transactions | Questions or unclear transactions that need your input. |
| Payees | Payees that may need W-9 or 1099-related review. |
| My Projects | A larger workstream with tasks, due dates, or status changes. |
Counts can change as Uplinq reviews files, updates tasks, or finishes work.
Why the same work can appear in more than one place
Home summarizes work from other areas. For example, a file request may appear as a Home task and also live in Data Hub. A transaction question may appear on Home and also live in Transactions.
That is normal. Home tells you something needs attention; the detail page is where you handle it.
What to do if a count looks wrong
Open the related area first and refresh the task list if needed. If the count still looks wrong, contact your Uplinq team and include:
- the company you are viewing;
- the area with the count;
- what the count says;
- what you expected to see.