Which dashboards are available during beta?

Short answer

Planner, CRM, Campaigns, Tasks, and Meetings are all available for active beta testing. Use the nine-dot dashboard switcher to move between them.

Learn moreHow do I use the dashboard switcher and section menu?How do I create an event?

Available now

  • Planner supports event planning, timelines, templates, event records, and related workspace operations.
  • CRM supports lead boards, CRM forms, automations, and connected sales workflows.
  • Campaigns supports audience outreach and campaign workflows.
  • Tasks supports internal, event, and lead-related work tracking.
  • Meetings supports booking types, availability, calendars, calls, and meeting recaps.
Learn moreHow do I use the dashboard switcher and section menu?

Access and permissions

  • Dashboard visibility can depend on workspace access and role permissions.
  • If a dashboard you expect is missing, ask a workspace administrator to review your access.
  • If access appears correct but the dashboard still does not open, send the issue to ORCHESTRIS support with the dashboard name and your account type.
Learn moreHow do I use the dashboard switcher and section menu?What should beta testers report first?

What to test first

  • Use real event workflows in Planner and real lead workflows in CRM.
  • Try campaign creation, task organization, and meeting booking with workflows you already use in your business.
  • Use Trish or the support page to report any beta workflow that blocks real testing.
Learn moreWhat should beta testers report first?

Related articles

How do I use the dashboard switcher and section menu?Learn moreHow do I create an event?Learn moreHow do I create an automation?Learn moreWhat should beta testers report first?Learn more

Last updated for ORCHESTRIS 2.0.32.