Dashboard

Manage your dashboard

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Keap Dashboard
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Keyboard Shortcuts
You can navigate much of Keap using keyboard shortcuts! To see the list of shortcuts, press ( Shift + ? ) while signed into your Keap app. ...
Help panel and Learning and Support page
Our in-app help panel and dedicated Learning and Support page include useful links, details on how to contact Keap Support, and videos explaining how to use key Keap features. Click the question mark icon in the upper, right-hand corner of the navi...
Tasks dashboard widget
Overview The Tasks   widget shows a list of tasks sorted by due date Checking a task will mark it as complete You can uncheck a task if you accidentally marked it as complete Tasks that you marked as Complete  will no long...
Appointments dashboard widget
The Appointments   widget show your upcoming appointments for the next 7 days and the contacts associated with those appointments. The appointments widget is located on your dashboard. Click on the " Send invite " button to send...
Customer Lifecycle Dashboard
View the activity of all your contacts in one place. Track the emails you’ve sent, recently added notes, and added tasks across all your contacts. Use the widget to view recent activity from the last 30 days, directly from your "Home"...
Add Tasks
You can add a task on the contact record and it will show up in your task list on the home page dashboard.  Click M ore Select Add a task Enter details for the task Click Save To view tasks or mark a task a...
Notification center
The " Notification center " will notify you of the status of an action that was triggered by you. The first notification display will be the status of your contact import. Contact import notifications will tell you when: Your import...
Messages on web
Staying connected is easy with Messages. Continue your Keap Business Line conversations from your Keap app right on your computer with options to include your appointment links, images, your contact information, and text message templates. Requir...
Global Action Button
The global action button on the Dashboard allows access to key actions from anywhere in the Keap application. Use the button to add contacts, create a task, send an email, or add a note to a contact record. You may also see options to use Smart For...
Google Reviews dashboard widget
More reviews means more incoming leads for your business. And now it's even easier to get them with Google Reviews. Increase your online findability, see who’s reviewed you, and easily send tailored messages to request more reviews.
Custom Dashboard
Keap Pro and Keap Max include the ability to customize your dashboard so you can see the information that's relevant to your business and remove the rest. The customizations made to your dashboard will update the dashboard for all other users in...