Your Dashboard: What’s On It, What It Means & How to Customize It

Your dashboard is the first thing you see after logging in: a summary view pulling together the projects, tasks, and updates that matter to you, and you can reshape it to fit how you work.

What’s On Your Dashboard

• My Tasks summary:  a quick look at tasks assigned to you, grouped by status (To Do, In Progress, In Review).
• Recent Projects: the projects you’re part of, with a progress indicator for each.
• Notifications panel: your latest alerts (assignments, comments, approvals) without opening the full notifications list.
• Upcoming deadlines: tasks and deliverables due soon, so nothing sneaks up on you.
• Quick stats: small widgets summarizing things like open tasks, overdue items, and tasks completed this week.

Understanding the Widgets & Stats

The stat cards and charts aren’t just decoration; each one is a shortcut to a specific slice of your work.

• Task count by status: how many tasks you have in each stage (To Do, In Progress, Submitted, Completed).
• Overdue items: tasks or deliverables past their due date, flagged so they’re easy to spot.
• Project progress bars: the percentage of tasks completed within each project you’re part of.
• Team activity feed (Team Leads/Admins): a live-ish stream of what your team has been doing: submissions, approvals, comments.

Customizing Your Dashboard

If the default layout isn’t quite what you need day-to-day, you can adjust it.

To customize your dashboard:

1. To customize your dashboard:

   1. At the bottom of your dashboard, find and click the Add button.

   2. Select the widgets you want to add to your dashboard, such as Calendar Events and other available options.

   3. Drag widgets to reorder them, putting what you check most often at the top.

   4. Save your layout: it stays this way the next time you log in.

Good to know:

• What appears on your dashboard can vary by role. Team Leads and Admins typically see team-wide stats in addition to their own.
• Clicking almost anything on the dashboard a task, project, notification, or stat widget takes you straight to that item (clicking “Overdue,” for example, filters your task list to just overdue items).
• Numbers update as work happens; you don’t need to refresh the page manually in most cases.
• You can reset to the default layout at any time. Customization is personal; changing your layout doesn’t affect what teammates see on theirs.