The Trustworthy Dashboard

Now that you've successfully created a Trustworthy Family Operating System®, let's take a tour and learn about the Dashboard!

Categories

Navigate to specific categories via the left navigation. The left navigation expands when clicked and is omnipresent.

Inbox

Inbox is the hassle-free way to store important files without the immediate need to sort them. Add files via extension, app, or email.

Your Assigned Items

This section of the dashboard shows recommended item 'to-dos' assigned directly to you. Clients can assign “To-Do's" directly from this section to other collaborators by clicking on the profile photo area.

Inspiration

This section highlights ways the Family Operating System® has helped our subscribers stay organized and prepared. These are ideas that can save time, money, and stress!

Collaborators

Clients can invite collaborators to access their Trustworthy account. Examples of collaborators include a spouse, partner, admin assistant, child, etc. You'll learn more about collaborators in an upcoming lesson.

Reminders

Trustworthy automatically creates reminders for anything with an expiration date like a driver’s license or passport. Clients will see reminders on the dashboard and in the left sidebar (calendar icon). You'll learn about custom reminders in an upcoming section.

Items

The number of Items or information in a client’s account is shown here. Every piece of information added to a client’s account is considered an item.

Resources

This section includes quick access to tech and feature support via the “Chat with an Expert” link, new feature releases, gifting Trustworthy, and the refer and earn program.