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Project Dashboard

Get an overview of your project status.

Overview

The project dashboard provides:

  • Quick status summary
  • Item statistics
  • Recent activity
  • Team overview
  • Quick actions

Accessing the Dashboard

  1. Click on a project in the sidebar.

  2. The dashboard loads as the default view.

  3. Or click Overview in the project navigation.

Status Summary

Key Metrics

The dashboard shows at-a-glance metrics:

Metric Description
Open Items Items needing attention
In Progress Items being worked on
Overdue Items past due date
Closed This Week Recently completed items

Trend Indicators

Arrows show changes from last week:

  • Increase
  • Decrease
  • No change

Item Breakdown

By Type

See items categorized by type:

  • Actions: Tasks to complete
  • Issues: Problems to resolve
  • Decisions: Choices to make
  • Questions: Information needed

By Status

View the status distribution:

  • Open vs. In Progress vs. Closed
  • Visual progress bar
  • Click to filter item list

Recent Activity

Activity Feed

See what's happening in the project:

  • New items created
  • Status changes
  • Comments added
  • Documents uploaded

Activity Details

Each activity shows:

  • What happened
  • Who did it
  • When it occurred
  • Link to the item

Team Overview

Active Members

See who's working on the project:

  • Member avatars
  • Recent activity status
  • Items assigned count

Quick Assignment

From the dashboard:

  1. Click a team member.

  2. See their assigned items.

  3. Reassign or add new items.

Quick Actions

From the Dashboard

Access common actions:

Action Description
+ New Item Create a new item
Upload Document Add files
Generate Report Create a report
Invite Member Add team members

Charts and Graphs

Visual charts showing:

  • Items created over time
  • Closure rate
  • Type distribution

Due Date Calendar

Upcoming deadlines:

  • Items due this week
  • Items due this month
  • Overdue items highlighted

Customizing the Dashboard

Widget Arrangement

If available, customize the layout:

  1. Click Customize.

  2. Drag widgets to reorder.

  3. Hide/show specific widgets.

  4. Save your layout.

Default Views

Set your preferred defaults:

  • Date range for metrics
  • Chart types
  • Activity feed length

Refreshing Data

Automatic Updates

The dashboard refreshes automatically:

  • Every 30 seconds for active users
  • On page focus
  • After actions

Manual Refresh

To refresh immediately:

  1. Click the refresh icon.

  2. Or press F5/Cmd+R.