Nudgely Help
Getting started

Dashboard overview

How the Nudgely home dashboard, sidebar navigation and attention lists work.

The home dashboard summarises recurring work across the teams you can access.

Nudgely dashboard overview

What you see

Depending on your plan:

  • Free: basic count cards (for example active nudges and recent activity)
  • Starter and above: charts and tables such as completions over time, team performance, top nudges, items needing attention, and recent completions

Company admins see data across all teams. Members see analytics for their teams.

ItemPurpose
DashboardHome analytics
NudgesCreate and manage recurring reminders
TemplatesStart from ready-made schedules
Teams and UsersPeople and team membership
Company SettingsProfile, branding, digest, export (admins)
Get HelpOpens this help centre

Billing and subscription are available to company admins from the user menu.

Needing attention

Paid plans with full statistics show work that needs follow-up, including overdue instances.

Items needing attention

Notifications

The header bell shows in-app notifications such as completions, invites and payment issues for admins.

Notifications dropdown

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