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Dashboard

The dashboard page is the home for every one of your projects. it’s the first page you land on when you click into a project.

The dashboard has blocks to show you some of the projects most recent information. The items include:

Project details

The project details box shows a bubble with the current project status. This makes it easy to see at a glance what the status of the project is currently. You can click the bubble to see a pop up that lets you change the status. You’ll also see a few lines of the project description.

Note: When external client users are viewing a project dashboard they will see the project status but they won’t be able to click to change the status. Project status can only be changed by internal users.

To see all project details on the project details page click on the button at the bottom of this box.

Discussion

The discussion box shows you the most recent comment that’s been posted on the discussion page of the project. You’ll see the persons profile image along with a couple of lines of text.

To see the full comment along with all other comments on the project click on the button at the bottom of this box.

Tasks

In the tasks box you’ll see the 3 most recent tasks ordered by date. You’ll be shown the date along with the task name for each.

Note: When external client users are viewing a project dashboard they will only see tasks that are marked as “Visible” to external users. Any tasks marked as “Hidden” from external users won’t show in the tasks box on the dashboard for them.

To see all tasks in any of the task views click on the button at the bottom of this box.

People

The people box shows the people who are currently part of this project. You’ll see the internal team on the top row and the external team on the 2nd row.

Note: When external client users are viewing a project dashboard they will only see the external team. They will not be shown the internal team who are part of the project.

To see all people click on the button at the bottom of this box to go to the people page.

Payments

The payments box shows the most recent 3 payments on the project. You’ll see the payment description, the amount and its status as “PAID” or “UNPAID”. This makes it clear when payments are due on a project.

This box will only show if you have the payments feature enabled in your account settings.

To see all payments click on the button at the bottom of this box to go to the payments page.

Time

The time box shows the time that has been allocated to this project and the actual time that has been recorded on the project.

This box will only show if you have the time feature enabled in your account settings.

Note: This box won’t show to external client users at all. Time is only visible to internal users and not visible to external users at any time.

To see all time click on the button at the bottom of this box to go to the time page.

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