--- title: Using the Customer Success Dashboard description: Manage your daily tasks, access optimization and onboarding projects, and organize your workload from your primary HubSpot workspace. --- [Skip to content](https://hubspot.logicalposition.com/migration/knowledge/using-the-customer-success-dashboard#main-content) English Show submenu for translations ![LPLogo\_White\_Horizontal.png\]](https://hubspot.logicalposition.com/hs-fs/hubfs/LPLogo_White_Horizontal.png?height=40&name=LPLogo_White_Horizontal.png) - [Default HubSpot Blog](http://blog.logicalposition.com/) Open main navigation Close main navigation - [Default HubSpot Blog](http://blog.logicalposition.com/) - English Show submenu for translations - Go to logicalposition.com Go to logicalposition.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://hubspot.logicalposition.com/migration/knowledge?hsLang=en) 2. [Product Specialists](https://hubspot.logicalposition.com/migration/knowledge/product-specialists?hsLang=en) 3. [Dashboard & Navigation](https://hubspot.logicalposition.com/migration/knowledge/product-specialists?hsLang=en#dashboard-navigation) # Using the Customer Success Dashboard ## Manage your daily tasks, access optimization and onboarding projects, and organize your workload from your primary HubSpot workspace. ### **External Resources** [**HubSpot User Guide: Customer Success Workspace for Product Specialists**](https://docs.google.com/document/d/1QS7KnZbdj3uFIl_h5eBScW581mAQJbOjBo7NKSbhKY4/edit?usp=sharing) **[Visual Walkthrough Guide](https://hubspot.logicalposition.com/hubfs/Using%20The%20Customer%20Success%20Workspace.pdf?hsLang=en)** [**Video Walkthrough**](https://hubspot.logicalposition.com/hubfs/HubSpot%20Customer%20Success%20Dashboard%20Tutorial.mp4?hsLang=en) ### Overview The Customer Success Dashboard is your primary workspace in HubSpot. It provides quick access to your optimization and onboarding tasks, projects, and daily workload. Set this as your home page in HubSpot settings to streamline your daily workflow. ---   ### Summary Tab Your quick snapshot for the day: - **Today's Tasks** - All tasks due today - **Overdue Tasks** - Tasks past their due date - **Tomorrow's Tasks** - Preview of upcoming work **Best for:** Quick morning check-in to understand your workload at a glance ### Actions Tab In-depth task management with filtered views: - Due Today - This Week - Next Week - Overdue - All Tasks **Key Feature:** **"Start All Tasks"** button launches a sequential workflow to complete multiple tasks in one session. Use the Progress dropdown to skip ahead to specific tasks. **Best for:** Managing your task queue and batch-completing similar work ### Dashboard Tab Custom reporting views beyond the default task filters. Available views are configured based on team needs. **Best for:** Tracking workload patterns and project metrics --- ### Common Workflows #### Starting Your Day 1. Click the HubSpot logo to navigate to Customer Success Dashboard 2. Review **Summary Tab** to understand today's workload 3. Navigate to **Actions Tab** to begin working through tasks 4. Either work sequentially using "Start All Tasks" or click individual projects #### Completing Optimizations 1. From Actions Tab, select your optimization task 2. Click into the project record 3. Complete optimization work in the advertising platform 4. Return to HubSpot to document work via the Optimization Notes playbook 5. Adjust pipeline stage if changing cadence (before completing task) 6. Mark task complete to generate next optimization #### Managing Onboarding Builds 1. On-Boarding Project tasks appear in your task queue when assigned 2. Complete pre-intake tasks (optional based on bandwidth) 3. Review post-intake notes before beginning build 4. Complete build tasks in the advertising platform 5. Return to project to submit build notes and change Build Review Status --- #### Quick Tips **Set Your Home Page:** Navigate to Settings → General → Your Preferences → Default and select "Customer Success" as your home page. The HubSpot logo becomes your home button. **Filter Strategically:** Use the Actions Tab filters to focus on specific timeframes. The "This Week" view helps with weekly planning. **Batch Similar Work:** Group similar optimization types together using the task queue to maximize efficiency. **Check Overdue Daily:** Clear your overdue queue each morning to prevent work from slipping through the cracks. **Use Task Priorities:** When multiple tasks are due, sort by priority to tackle high-impact work first. --- #### Accessing Projects Directly If you need to access a project outside your task queue: 1. Click **CRM** in left navigation 2. Select **Projects** 3. Use the search bar or filter views to find your project 4. Consider bookmarking frequently accessed project views --- - [Account Managers](https://hubspot.logicalposition.com/migration/knowledge/account-managers?hsLang=en#main-content) - [Submitting Quickbase Requests from HubSpot](https://hubspot.logicalposition.com/migration/knowledge/account-managers?hsLang=en#submitting-quickbase-requests-from-hubspot) - [HubSpot Co-Pilot](https://hubspot.logicalposition.com/migration/knowledge/account-managers?hsLang=en#hubspot-co-pilot) - [Quick Guides](https://hubspot.logicalposition.com/migration/knowledge/account-managers?hsLang=en#quick-guides) - [On-Boarding](https://hubspot.logicalposition.com/migration/knowledge/account-managers?hsLang=en#on-boarding) - [Product Specialists](https://hubspot.logicalposition.com/migration/knowledge/product-specialists?hsLang=en#main-content) - [Project Management](https://hubspot.logicalposition.com/migration/knowledge/product-specialists?hsLang=en#project-management) - [Dashboard & Navigation](https://hubspot.logicalposition.com/migration/knowledge/product-specialists?hsLang=en#dashboard-navigation) - [Support Teams](https://hubspot.logicalposition.com/migration/knowledge/support-teams?hsLang=en#main-content) - [Data Feed](https://hubspot.logicalposition.com/migration/knowledge/support-teams?hsLang=en#data-feed) - [Code Install](https://hubspot.logicalposition.com/migration/knowledge/support-teams?hsLang=en#code-install) - [Creative Services](https://hubspot.logicalposition.com/migration/knowledge/support-teams?hsLang=en#creative-services) - [Default HubSpot Blog](http://blog.logicalposition.com/) [![LP Logo\_Color\_Horizontal](https://hubspot.logicalposition.com/hs-fs/hubfs/LP%20Logo_Color_Horizontal%20(2).png?width=2501&height=609&name=LP%20Logo_Color_Horizontal%20(2).png "LP Logo_Color_Horizontal")](http://logicalposition.com) logicalposition.com Help Center Copyright © 2026, Logical Position