Your Whole Caseload in One Place
The Dashboard is where you see everyone you support and where each person is in their job search. It is built for quick scanning, so you can spot who is moving and who is stuck.
Step 1: Open the Dashboard
Select Dashboard in the left-hand menu. The member list appears on the left, and the selected member's file opens on the right.
Step 2: Read the Stages
Members are grouped under these stages, each with a count:
- Invited
- Intake
- Searching
- Resume building
- Applying
- Interviewing
- Offer
- Placed
Select a stage heading to collapse or expand it. Select Load more members at the bottom to see more people.
Step 3: Find a Member
Type a name or email into the search box at the top of the list. Under each name you will see when they were last active and when they were last contacted. Contacted Never means nobody on your team has logged contact yet.
Step 4: Open Their File
Select a name to open their file. The tabs across the top are:
- Details: their profile, stage and next action.
- Threads: their conversations.
- Brief: an AI-written summary to help you prepare for a call.
- Jobs: roles they have saved.
- Resumes: every version of their resume.
- Activity: notes and actions your team has logged.
Frequently Asked Questions
Where do I add a new member?
Select Add Member at the bottom of the member list.
What does Contacted Never mean?
Nobody on your team has logged a check-in or contact with that member yet.
Is there a table view?
Yes. Settings, Members shows everyone in a table with their last contact date, next action and status.
What to do next
Need Help?
Can't find someone you expected to see? Email support@metaintro.com with their name and we will help.