Walkthroughs

CustomizationBasic customizationAdditional customizationData securityControlsCollaboratorsGoogle email & calendar securityUtilityHand-offsDashboardSearchingTime trackingOnline formsGoogle WorkspaceGoogle Calendar integrationGoogle email integrationGoogle Gmail Add-onGoogle Sheets integration & reportingWorkflowsIntroductionSetting up a workflowUsing a workflowTry a workflow

Dashboards and Reporting

Priorities

Highlights your active work, neatly organized by due date. For most, this is your one-stop shop that highlights what to focus on.

Tap any task or follow-up to …

Organize work
View history
Update action

Handed-off

Displays the status of any work you hand-off to other people. Solve keeps an eye on it all for you and tracks it until completion so you have assurance it gets done.

Check status
Verify completed work

Incoming

Shows everything that’s new and requires your attention.

Accept or decline work
Claim new business

Deals report

Track and manage sales opportunities with filters, in-line editing, and export capabilities.

Time tracking report

Centralized time-tracking across tasks, calls, interactions, and events for accurate accounting.

Activity report

A real-time, at-a-glance view of key activities across the system, including client calls, task creation, updates, completions, and other operational actions.