> ## Documentation Index
> Fetch the complete documentation index at: https://docs.holace.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard Tab

> The single-Journey landing page — where every other tab spokes off from.

When you click into a Journey from the [Pipeline](/case-management/pipeline-view), the **Dashboard** tab is what loads first. It's the case's home base — the snapshot every team member uses to orient themselves before diving into specific work.

\[Screenshot: Journey Dashboard tab showing the 4+4 card grid layout with case details, tasks, and stage progress]

## Layout — the 4+4 grid

The Dashboard is built as eight collapsible cards arranged in two columns of four. The exact card order is intentional — left column is "what is this case?" and right column is "what's happening with it?":

<Columns cols={2}>
  <Card title="Left column — Case context">
    1. **Case Details** — attorney, staff, date of loss, statute of limitations, claim numbers, adjusters, client info
    2. **Tasks** — open tasks for this Journey (jump to [Tasks](/admin-cross-cutting/tasks/overview) for full management)
    3. **Stage Progress** — current Stage, Step checklist, auto-advancement readiness
    4. **Recent Activity** — last few entries from the [Notes / Activity](/case-management/journey-tabs/notes-activity) feed
  </Card>

  <Card title="Right column — Case state">
    5. **Damages Snapshot** — billed vs. incurred, top providers, total bills
    6. **Negotiation Snapshot** — current demand, latest offer, gap to close
    7. **Settlement Math** — estimated net to client based on current numbers
    8. **Documents** — most recent uploads, jump-to-tab link
  </Card>
</Columns>

Every card has a chevron in its header — click it to collapse a card you don't need today. Your collapsed/expanded state is remembered per Journey.

## Statute of Limitations warning

If the Journey's SOL is within **6 months**, the SOL row in the Case Details card turns red and shows an alert icon. This is on by default and not silenceable from the Dashboard — it's deliberately loud because missing a statute is the worst thing that can happen on a PI case.

<Warning>
  The SOL warning fires off `journey.statuteOfLimitations`. If that field is empty, no warning appears. Always set the SOL on intake.
</Warning>

## Tasks card — the inline taskboard

The Tasks card shows up to five active tasks attached to this Journey, sorted with **roadblocks** first and then by due date. From here you can:

* Check off a task inline (no need to leave the Dashboard)
* Add a new task with the **+** button — opens a modal
* Click any task to edit it
* Click **View All** to jump to the full [Tasks tab](/admin-cross-cutting/tasks/overview)

A task flagged as a **roadblock** (red flag icon) signals "this is blocking case progression." Roadblock tasks bubble to the top of every assigned user's day.

\[Screenshot: Tasks card with two roadblock tasks at the top and three regular tasks beneath]

## Stage Progress card

The Stage Progress card mirrors the Avenue header at the top of the Journey page but with more detail:

* **Current Stage** with a progress bar (Steps complete / Steps required)
* The **Step checklist** — tick boxes for any Step you have permission to complete
* The **Stage Transition** button (advance manually if you need to)

Some Steps are auto-completed by HoLaCe — for example, "Medical chronology generated" ticks off when the chronology run finishes. Manually-toggleable Steps have an interactive checkbox; auto-Steps are read-only with a small system icon.

## Recent Activity card

A condensed view of the last five entries from the Notes / Activity feed:

* 📝 user comments
* 🔄 stage transitions
* ✅ step completions
* 📤 documents uploaded
* 💬 negotiation moves

Click **View All** to jump to the full [Notes / Activity tab](/case-management/journey-tabs/notes-activity).

## Damages and Negotiation snapshots

The right-column financial cards are read-only summaries — they don't let you edit the underlying data, only see it at a glance. To change demand amounts, add bills, or log a counter-offer, jump into the dedicated tab:

* **Damages Snapshot** → [Damages tab](/case-management/journey-tabs/damages)
* **Negotiation Snapshot** → [Negotiations tab](/legal-workflow/negotiation-log)
* **Settlement Math** → [Settlement tab](/case-management/journey-tabs/settlement)

\[Screenshot: The right-column financial cards stacked, showing damages totals, current demand, latest offer, and projected net to client]

## Header actions

Above the Dashboard cards, the Journey header has buttons that are available from any tab:

* **Edit Journey** — opens the edit drawer for client info, claim numbers, etc.
* **Request Investigation** — fires off an investigation request to your service provider
* **Stage Transition** — manually advance/move the Journey
* **Medical Chronology** — link to the Journey's medical chronology page (badge pulses when one is ready to review)
* **Conflict status badge** — green "No Conflicts" or red "N Conflicts" — click to see the conflict report

## Where to go next

<CardGroup cols={2}>
  <Card title="Notes / Activity" icon="sticky-note" href="/case-management/journey-tabs/notes-activity">
    The full activity timeline plus team comments.
  </Card>

  <Card title="Tasks" icon="square-check" href="/case-management/journey-tabs/tasks">
    The full task board for this Journey.
  </Card>
</CardGroup>