Expert Dashboard Overview

The Storetasker Expert Dashboard is your central hub for managing clients, leads, projects, and support. Below are common questions and answers to help you understand each section of your dashboard.

What will I see on my Home page?

When you first log in, you’ll land on your Home page, where you’ll find:

Announcements: Updates, check-in invitations, upcoming webinars, and more.
Up Next: Notifications of new client messages, upcoming deadlines, and events on your calendar.

What is the Leads tab for?

The Leads tab is where you review incoming project requests from Storetasker clients.

You’ll see previews of client briefs.
Click on a request to read the full details and decide if it’s a good fit before claiming it.

What can I do in the Clients tab?

The Clients tab allows you to manage and communicate with your clients. You can view:

Alerts & Reminders: Notifications about deadlines, messages, and leads waiting to be closed.
Leads to Close: Leads you’ve claimed but who haven’t yet accepted a quote.
Active Projects: A list of all ongoing projects.
Recent Clients: Clients you’ve recently completed work with.

What is the Danger Zone?

The Danger Zone highlights projects that need your immediate attention. It’s divided into three sections:

Active Support Cases: Projects where the client has reported dissatisfaction.
Projects That Need Your Attention: Projects that are overdue.
Waiting for Approval: Projects you’ve completed but are still pending client approval.

What is the Inbound tab?

The Inbound tab shows messages not yet tied to an existing client. Examples include:

Messages from clients using a new email or phone number.
Messages from new leads referred to you by someone with your contact info.

From this tab, you can:

Reply directly to messages.
Add new contact details to existing clients and merge chats.
Create new client profiles and begin engagements.

What is the Support tab for?

The Support tab connects you with Storetasker HQ. You can:

Send messages to Support.
Book or join calls with the Support Team.
Access resources like the Knowledge Base and Calendar of Events.
Track ongoing Support Tickets.

Where can I manage my account settings?

Click on your name in the bottom left corner to access Settings, where you can review and update:

Account metrics
Profile information
Calendar and meeting link
Services offered
Wallet and payments
Client reviews
Skills and notifications for new leads

Dashboard overview