The Details tab gives you a quick understanding of the work completed on a journey and what still needs attention.
What it is
A summary of days in motion, activities, hours, homes evaluated, milestones, open to-dos, and a state-of-play summary that Rae can compose on request.
Mobile View
Desktop View
Where to find it
Open a journey, then select Details.
What you can do
Review activity and progress at a glance.
Request a state-of-play summary and refresh it.
Identify open items that still need your attention.
What your client sees
Clients see selected progress in their own experience, not your full Details screen.


