Project Dashboard#

Counter Cards (Top Row)#

A row of summary cards. By default the following are shown; some are hidden until you add them in edit mode:

• Total Projects — total number of projects. Click to open the project list.
• Total Tasks — total tasks across all projects. Click to open the task list.
• Completed Tasks — tasks marked complete. Click to open tasks filtered to completed.
• Overdue Tasks — tasks past their due date. Click to open tasks filtered to overdue.
• Total Est. Hours — total estimated hours across all tasks. Click to open the task list.
• Total Budget — combined project budget (hidden by default; add it in edit mode).

Counters with a destination are clickable and navigate you to the matching list.

Widgets#

Below the counters is a grid of widgets, split between the Main Area and the Sidebar. Each widget compares data across all projects. Available widgets:

Main Area widgets

• Project Health — a unified table showing health, progress, tasks, overdue count, and deadline for each project.
• Completion Trend — tasks created vs. completed over the last 30 days, with velocity and backlog direction (shrinking / growing / stable).
• Team Workload (Team Stress) — team stress level, overdue rate, and the busiest members.
• Approaching Deadlines — projects with deadlines within the next 30 days.
• Active Processes — running process instances grouped by template, with running / completed / cancelled counts.
• Project Progress — progress percentage compared across all projects.
• Task Distribution — open, active, and closed tasks per project.
• Workload Comparison — estimated hours completed vs. active per project.
• Budget Comparison — budget vs. collected amount per project.
• Overdue Tasks — a list of overdue tasks across all projects.

Sidebar widgets

• Team Workload — top assignees across all projects ranked by estimated hours. Click a person's row to open their Workload details (see below).
• Important Tasks — tasks you starred across all projects. Click a task to open its task detail dialog.
• Project Health — health status indicators for each project.

Some widgets are visible by default and others are hidden — use edit mode (below) to turn any of them on or off.

Team Workload — Workload Details#

Clicking a person's row in the Team Workload sidebar widget opens a Workload details dialog for that person:

• Summary — tasks done vs. total tasks, number of projects, and total estimated hours.
• Stat tiles — Overdue, Due this week, Due next week, and Active tasks.
• Capacity this week — a utilization bar comparing estimated hours due this week against the person's available working hours; it flags Overloaded once utilization reaches 100%.
• Open tasks — the person's open tasks grouped into Overdue, Today, This Week, Next Week, Later, and No Due Date. Click any task to open its task detail dialog.
• Projects — a per-project breakdown with a completion bar for each project the person has tasks in.
• Completed in the last 7 days — tasks the person finished this past week.
• View all tasks — closes the dialog and opens Workspace → Tasks pre-filtered to that person.

Step 1 — Enter edit mode#

Press F9 to enter edit mode. A floating toolbar appears at the bottom of the screen.

Step 2 — Rearrange and resize widgets#

While in edit mode:

• Drag a widget by its drag handle to reorder it or move it between the Main Area and Sidebar.
• Use the half / full width toggle on a widget to change its size (Main Area widgets only).
• Click the × (Hide widget) on a widget to remove it from the layout.

Step 3 — Add a hidden widget#

1. In the edit toolbar, click Add Widget.
2. A panel opens showing every hidden widget as a card.
3. Drag a card into the Main Area or Sidebar to add it.
4. Click Close to dismiss the panel.

Step 4 — Save or discard#

In the edit toolbar:

• Done — saves your layout and exits edit mode (pressing F9 again also saves).
• Cancel — exits without saving your changes.
• Reset — restores the default dashboard layout.

Reviewing project health at a glance#

1. Open the dashboard.
2. Read the Project Health table to see each project's health, progress, task counts, overdue count, and deadline.

Spotting upcoming deadlines#

1. Open the dashboard.
2. Check the Approaching Deadlines widget for projects due within the next 30 days.

Jumping to overdue tasks#

1. Click the Overdue Tasks counter card, or
2. Open the Overdue Tasks widget to see the list across all projects.

Checking a teammate's workload#

1. Open the dashboard.
2. In the Team Workload sidebar widget, click the person's row.
3. Review their stat tiles, this-week capacity, and open tasks by due date in the Workload details dialog.
4. Click View all tasks to see their full task list in Workspace → Tasks.

Personalizing your layout#

1. Press F9 to enter edit mode.
2. Add, hide, drag, or resize widgets.
3. Click Done to save.