Understanding Your Dashboard
The dashboard is your starting point—a snapshot of what’s happening across all your projects and your team.
Open it first thing in the morning to see what needs attention. Check it throughout the day when you want a quick pulse on operations.
What you’ll see
Section titled “What you’ll see”Active projects at a glance. Which ones are in progress, which are falling behind, which need attention. Click any project to jump straight into it.
Work package status across everything. How many packages are not started, in progress, or completed. If you see a lot of “in progress” and not much “completed,” something might be stuck.
Team utilization so you know who’s available and who’s overloaded. Red flags mean someone has too much on their plate. Green means capacity is available.
Recent activity showing what’s been happening—new projects, completed tasks, uploaded documents. Useful for catching up if you’ve been away.
Using it well
Section titled “Using it well”The dashboard isn’t where you do work—it’s where you figure out what work needs doing.
See a project that’s overdue? Click into it to find out what’s blocking progress.
Notice someone’s over-utilized? Time to redistribute work or adjust timelines.
Spot a project you forgot about? Good thing you checked.
Real-time updates
Section titled “Real-time updates”Everything on the dashboard updates automatically. When someone completes a task, the numbers change. When a project moves to a new status, you see it. No refresh button needed.
Start your day here
Section titled “Start your day here”Make it a habit. Dashboard first, then dive into whatever needs your attention most. It beats checking each project individually.
Related: Analytics for deeper reporting, Resource Planning to address capacity issues.