# Home & Checklist

Use the Home dashboard to monitor your client's key metrics, and use Checklist as your central workspace for tasks, follow-ups, and cleanup. Learn how to customize your client's dashboard, move around Digits quickly, and stay on top of what needs your attention.

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<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-house">:house:</i>  Home:</td><td><h4>Customize Your Client's Dashboard</h4></td><td>Customize your dashboard with KPIs, statements, lists, and custom tiles.</td><td></td><td></td><td><a href="/pages/KKk7ODBDkriNP4eYGj5F">/pages/KKk7ODBDkriNP4eYGj5F</a></td></tr><tr><td><i class="fa-house">:house:</i>  Home:</td><td><h4>Digits Checklist</h4></td><td>See what needs attention and move work forward</td><td></td><td></td><td><a href="/pages/ETAYsWZkcNvjI7c31SJi">/pages/ETAYsWZkcNvjI7c31SJi</a></td></tr><tr><td><i class="fa-house">:house:</i>  Home:</td><td><h4>Ask Digits</h4></td><td>Your AI command bar to ask questions, start work, and search your books.</td><td></td><td></td><td><a href="/pages/tG5n718PBJn5sBrGra7d">/pages/tG5n718PBJn5sBrGra7d</a></td></tr><tr><td><i class="fa-house">:house:</i>  Home:</td><td><h4>Digits Navigation &#x26; Shortcuts</h4></td><td>Find your way through Digits faster with filters, search, and shortcuts.</td><td></td><td></td><td><a href="/pages/3pQ6XiWEqApTeSCv2WOn">/pages/3pQ6XiWEqApTeSCv2WOn</a></td></tr><tr><td><i class="fa-house">:house:</i>  Home:</td><td><h4>How AI Works in Digits</h4></td><td>See how AI handles bookkeeping so you don't have to.</td><td></td><td></td><td><a href="/spaces/uIztBwoMl2RW5oGzS0cZ/pages/Cip2gwBgMH8tiNlT3vyr">/spaces/uIztBwoMl2RW5oGzS0cZ/pages/Cip2gwBgMH8tiNlT3vyr</a></td></tr></tbody></table>

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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.digits.com/firms-home/firms-home.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.