TakePublic

Find your way around

Dashboard layout, Cmd+K search, the getting-started checklist, and notifications.

Dashboard
The dashboard with the health score card, next deadline card, needs attention list, and the sidebar navigation
The dashboard after sign-in: health score, next deadline, and a needs-attention list. The sidebar reaches every other screen.

The dashboard

The Dashboard is your home screen after onboarding. Needs attention lists overdue deadlines and filings waiting on someone.

Filing pipeline shows every in-progress filing with form type, due date, and review stage. Next deadline highlights the nearest open obligation with days remaining in ET and, when a draft exists, a draft readiness progress bar.

Command palette (Cmd+K)

The Command palette searches pages, filings, calendar deadlines, and documents.

  1. Press Cmd+K anywhere in the app.
  2. Type a search term.
  3. Use the arrow keys to move the selection.
  4. Press Return to open the highlighted result.

Getting-started checklist

The Get set up card on the Dashboard tracks five onboarding steps: connect your books, add insiders, invite counsel, review the compliance calendar, and start your first filing. Completed steps show a checkmark, and incomplete steps link to the right page.

  1. Select Hide to dismiss the card.
Note

The card disappears automatically once every step is complete.

Notification bell

The Notification bell in the header shows filing handoffs, mentions, deadline nudges, and similar events.

  1. Open the Notification bell to view the feed and mark everything read.
Note

Email alerts follow your preferences in Settings, but the bell always shows the full feed.

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Up next

How a filing moves to filed

The filing state machine from draft through counsel sign-off to EDGAR acceptance.

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Still need help?

Sign in and open the Help widget from the lower right corner to message the team. Replies land in the app and by email.

TakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Nothing files without review and sign-off by a licensed securities attorney.