Daily Operations
Use the dashboard for KPIs, manage alerts and notifications, and handle day-to-day operational tasks in Peasy.
Home Dashboard
The Home page is your daily starting point in Peasy. It gives you a quick overview of what needs attention and shortcuts to your most common tasks.
Using the Inbox
The Inbox collects incoming items that need your attention — emails, uploaded documents, vendor bills, and customer orders that haven't been processed yet. Think of it as your to-process queue.
Tasks and Notes
Tasks and Notes help you track your to-do list right inside Peasy. Create tasks with due dates, add notes for your team, and stay organized without leaving the app.
Search and Command Palette
The command palette is Peasy's universal search bar. Press Cmd+K (or Ctrl+K on Windows) to open it from anywhere in the app. It's the fastest way to find items, navigate pages, and take quick actions.
Flags
Flags tell you what needs attention across your business. Instead of checking every page, open the Flags panel to see what's running low, what needs to be made, and what's on its way in.
