Dashboard
The Dashboard is your workspace command center. It displays all projects as visual cards and provides access to statistics, calendar, manager views, and analytics through tabbed navigation.
Page Header
The page header displays:
- Workspace name with a dashboard icon
- Settings button (gear icon) - Opens workspace settings
Navigation Tabs
The tab bar provides access to different workspace views:
Project List Tab
Displays projects as a grid of cards. This is the default view.
Stats by Project Tab
Shows a table with project statistics including progress, tasks, sprints, stories, and members.
Calendar Tab (Pro)
Displays tasks across all projects in a calendar view. Requires Pro subscription.
Manager Overview Tab (Pro)
Shows KPIs, velocity charts, and project progress metrics. Requires Pro subscription.
Health & Blockers Tab (Pro)
Monitors project health with overdue tasks, stale items, and inactive project detection. Requires Pro subscription.
Project Age Tab
Analyzes the age distribution of tasks across projects.
Cumulative Flow Tab
Visualizes workflow state changes over time.
Weekly Activity Tab
Shows team activity patterns by day of week.
Filters Bar (Projects Tab)
When viewing the Projects tab, the filters bar shows:
Left Side - Workspace Stats
- Project count - Total number of projects
- Tasks count - Total tasks across all projects
- Sprints count - Total sprints
- Stories count - Total user stories
- Members count - Total team members
Right Side - Actions
- Search - Type to filter projects by name
- Filter button - Opens status filter dropdown
- New Project button - Creates a new project (Managers and Agency Owners only)
Status Filter
Click the Filter button to open the status dropdown:
- Select a status to show only projects with that status
- Select "All" to clear the filter
- Custom statuses configured in your workspace appear in the list
When a filter is active, a "Filtered" indicator appears in the stats area.
Project Cards
Each project appears as a card containing:
Card Header
- Project logo - Square image identifying the project
- Project name - Click anywhere on the card to open the project
- Visibility indicator - Lock icon for private, eye icon for public
- Status badge - Colored badge showing current status (Active, Completed, Archived)
Progress Bar
- Visual bar showing completion percentage
- Percentage displayed to the right
- Bar color based on progress:
- Green (high): 80%+ complete
- Blue (medium): 40-79% complete
- Yellow (low): Under 40% complete
Task Statistics
- Total - All tasks in the project
- Active - Tasks currently in progress (shown in blue)
- Done - Completed tasks (shown in green)
Card Footer
- Team avatars - Up to 3 member photos, with "+N" for additional members
- Creation date - When the project was created (relative format like "2 months ago")
Hover over the creation date to see the exact timestamp.
Creating a New Project
Click the "New Project" button in the filters bar to open the project creation modal. This button is only visible to Managers and Agency Owners.
Pagination
Projects load in batches of 50. When more projects exist:
- A "Load More" button appears at the bottom
- Click to load the next batch
- The button shows how many projects remain
Empty State
When no projects exist or all are filtered out:
- An empty folder icon appears
- Text indicates no projects were found
- Create your first project using the New Project button
Clicking a Project
Click any project card to open that project's Kanban board in a new tab. The project opens with its full task management interface.
Pro Feature Indicators
Some tabs display a "Pro" badge indicating they require a Pro subscription:
- Calendar
- Manager Overview
- Health & Blockers
Clicking a Pro-gated tab without a subscription opens the upgrade modal.
Permissions
| Action | Agency Owner | Manager | Developer | Client |
|---|---|---|---|---|
| View dashboard | ✓ | ✓ | ✓ | ✓ (assigned projects) |
| Create project | ✓ | ✓ | — | — |
| Access Pro tabs | ✓ (with Pro) | ✓ (with Pro) | ✓ (with Pro) | — |
Related Features
- Stats by Project - Detailed project statistics table
- Workspace Calendar - Tasks across projects in calendar view
- Manager Overview - Workspace-level KPIs and velocity