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

User Dashboards

Self-managing team and personal dashboard

Anything from follow-ups to comprehensive workflows, Active Business highlights each user’s priorities and informs them when something needs their attention. This ensures each person knows what’s coming up and what part they play in providing a streamlined service to the customer.

Exceed promises and move work around quickly within your business, while keeping it simple. Here’s how it works …


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


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


Shows everything that’s new and requires your attention.

Accept or decline work
Claim new business

Accepting a hand-off instantly organizes it into your Priorities.