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Workspace Dashboard

Your workspace dashboard is the central hub where you manage all projects and monitor overall team productivity. This is your command center for navigating between projects, viewing aggregated statistics, and keeping track of what matters across your entire organization.


The Problem This Solves

Managing multiple projects simultaneously often means switching between different tools, losing context, and spending more time navigating than actually working. The Workspace Dashboard brings everything together in one place, giving you a bird's-eye view of all your projects while maintaining quick access to detailed project information.


What You Are Looking At

When you open GitScrum Studio, the Workspace Dashboard is your starting point. The interface displays a header showing your workspace name and a row of tabs that let you switch between different views of your data. Below that, you find filters and search functionality, followed by the main content area that changes based on your selected tab.

The dashboard header includes a settings button that takes you to workspace configuration, where Agency Owners and Managers can customize workspace-wide settings like work schedules, branding, and invoice defaults.


Project List Tab

The Project List tab displays all projects in your workspace as a grid of project cards. Each card shows essential information at a glance: the project name, visibility status (private or public), current project status, progress percentage, task statistics, team member avatars, and creation date.

The progress bar on each card uses color coding to indicate project health. Cards show three key metrics: total tasks, tasks in progress, and completed tasks. This lets you quickly identify which projects need attention without clicking into each one individually.

Clicking any project card opens that project in a new tab, taking you directly to the Kanban board view. The project list supports pagination, loading projects in batches of 50 with a "Load More" button appearing when you have additional projects to view.

Agency Owners, Managers, and Developers can create new projects using the "New Project" button in the header. When clicked, a modal appears where you can specify the project name, description, select a template, and configure initial settings. See Create Project Modal for detailed instructions.

Filtering and Search:

The filter bar shows workspace-level statistics including total project count and aggregated metrics for tasks, sprints, user stories, and team members. You can filter projects by status using the filter dropdown, which displays both default and custom status options configured in your workspace.

The search input lets you find projects by name. Type your search term and results update automatically as you type, with a slight delay to prevent excessive requests while you are still typing.


Stats by Project Tab

The Stats by Project tab provides comparative analytics across all your projects in one view. Instead of opening each project individually to check performance metrics, this tab aggregates key statistics and presents them side by side.

You see metrics broken down by project including task completion rates, velocity trends, and team distribution. This view is particularly useful for Managers and Agency Owners who need to report on overall workspace performance or identify which projects might need resource reallocation.

The comparative view helps you spot patterns that might not be obvious when looking at projects individually. For example, you might notice that projects with similar team sizes have vastly different completion rates, suggesting process differences worth investigating.


Calendar Tab

The Calendar tab displays all tasks and milestones from across your workspace in a unified calendar view. This gives you a time-based perspective on work distribution, helping you identify periods of high activity or potential scheduling conflicts.

Tasks appear on their due dates, with visual indicators showing which project they belong to. You can navigate between months and click on any task to open its details. This view is especially valuable for resource planning and ensuring deadlines do not cluster in ways that create team burnout.

This feature is available on Pro plans. If you are on a Free plan, you will see a Pro badge on the tab and clicking it will display upgrade information.


Pulse Tab

The Pulse tab (also called Manager Overview) provides real-time workspace productivity metrics and trends. This is your executive dashboard for understanding how work flows through your organization over time.

You see productivity trends, completion rates, and team activity patterns visualized through charts and key metrics. The Pulse view helps Agency Owners and Managers answer questions like "Are we completing more work this month than last month?" or "Which days of the week are most productive?"

This feature is available on Pro plans. If you are on a Free plan, you will see a Pro badge on the tab and clicking it will display upgrade information.


Health and Blockers Tab

The Health and Blockers tab surfaces potential risks across all projects before they become critical problems. Rather than manually checking each project for overdue tasks or stalled items, this view aggregates risk indicators workspace-wide.

You see metrics like overdue tasks, items that have not been updated recently, and projects with concerning velocity trends. This proactive view helps Managers identify and address issues early, before they impact delivery timelines.

This feature is available on Pro plans. If you are on a Free plan, you will see a Pro badge on the tab and clicking it will display upgrade information.


Project Age Report Tab

The Project Age report shows how long projects have been active and helps identify stale projects that might need attention or archiving. You see a breakdown of project ages with the ability to sort and filter by various criteria.

This report is useful for workspace cleanup initiatives and for understanding project lifecycle patterns in your organization. You might discover that certain types of projects consistently take longer than expected, informing future estimation.


Cumulative Flow Tab

The Cumulative Flow tab displays a diagram showing how work items move through your workflow stages over time. This visualization helps you identify bottlenecks and understand work-in-progress trends across your entire workspace.

The stacked area chart shows each workflow stage as a band, with the vertical thickness indicating how many items are in that stage at any point in time. Healthy workflows show relatively consistent band widths, while bottlenecks appear as bulges where items accumulate.


Weekly Activity Tab

The Weekly Activity tab shows team engagement patterns throughout the week. You see which days have the most task updates, completions, and other activities, helping you understand your team's natural work rhythms.

This information can guide decisions about when to schedule meetings, set deadlines, or plan deployments. If most task completions happen on Thursdays, you might avoid scheduling major reviews on Fridays when people are wrapping up for the week.


Pro Tips (Once You Are Comfortable)

  • Time-saver: Use the keyboard shortcut Cmd+K (Mac) or Ctrl+K (Windows) to open Quick Search from anywhere in the workspace and jump directly to any project, task, or feature.
  • Did you know? Clicking the workspace name in the header while on any project page takes you back to this dashboard instantly.
  • Common mistake: Forgetting to check the Health tab regularly. Setting a weekly reminder to review blockers helps catch problems before they escalate.
  • Power move: Use the Stats by Project tab during sprint planning to compare velocity across projects and make data-driven decisions about resource allocation.

Your First Win

Let us get you a quick success. Here is something easy to try right now:

  1. Look at your Project List and identify the project card with the lowest progress percentage
  2. Note the task statistics on that card
  3. Click the card to open the project
  4. Check if there are tasks stuck in a particular column
  5. Navigate back to the dashboard using the workspace link in the breadcrumb

If you completed these steps, congratulations! You just used the dashboard to identify and investigate a potentially struggling project. That is the core workflow for workspace-level project monitoring.


When Things Do Not Go As Expected

"I do not see the New Project button" This usually means your role does not have permission to create projects. Only Agency Owners, Managers, and Developers can create new projects. Contact your workspace administrator if you need this permission.

"Some tabs show a Pro badge" These are premium features available on Pro plans. Clicking them will show you what the feature offers and how to upgrade. The core functionality (Project List, Stats by Project, and Report tabs) is available on all plans.

"My project count seems wrong" The project list loads in batches. Scroll down and click "Load More" to see additional projects. If you still do not see a project you expect, try clearing any active filters using the filter button.


How to Report a Problem or Request a Feature

Your feedback matters. Here is how to share it:

If you encounter unexpected behavior or have ideas for improving the Workspace Dashboard, you can submit a support ticket directly through GitScrum Studio. In the Sidebar, click on Support Tickets and open a ticket describing what you experienced or what you would like to see. The more detail you provide about what you expected versus what happened, the faster the team can help.

Create Project Modal

The Create Project modal lets you quickly set up a new project in your workspace. You can access it from the Workspace Dashboard by clicking the "New Project" button, or from the Quick Create menu in the header.


What You Are Looking At

When the modal opens, you see a workspace selector at the top (if you belong to multiple workspaces), followed by form fields for project details. The modal is designed for speed, allowing you to create a basic project with just a name, or add detailed configuration before creation.


Project Name and Description

The project name is the only required field. Enter a clear, descriptive name that helps team members identify the project at a glance. Good project names often include the client name, product area, or initiative type.

The description field is optional but recommended for projects that will involve multiple team members. A brief description helps new team members understand the project context without asking questions.

Best practices for project names:

  • Keep names concise but descriptive
  • Use consistent naming conventions across your workspace
  • Include client names for agency work
  • Avoid special characters that might cause URL issues

Status Selection

Click the status button to choose an initial project status. Your workspace may have custom statuses configured, or you can use the defaults. Common initial statuses include "In Progress" for active work or "Planning" for projects not yet started.

The status appears on the project card in the Workspace Dashboard and helps you filter and organize projects. You can change the status anytime from the project Kanban board.


Client Association

If your workspace has clients configured in ClientFlow, you can associate the project with a specific client. This connection enables:

  • Client-based project filtering
  • Automatic client context in invoices
  • Client portal access for external stakeholders

Select "No Client" for internal projects or projects not yet assigned to a client. You can add or change the client association later from Project Settings.


Start and Due Dates

Setting start and due dates helps with project planning and appears on calendar views. The due date cannot be earlier than the start date.

These dates are for project-level planning. Individual tasks within the project have their own due dates, which can extend beyond the project due date if needed.


Budget Configuration

Click the budget button to set financial parameters for the project. You have two pricing modes:

Fixed Value: Enter a total project budget amount. Use this for fixed-price contracts or projects with predetermined budgets.

Hours and Rate: Enter estimated hours and hourly rate to calculate the budget. Use this for time-and-materials projects or when planning based on effort estimates.

Select your preferred currency from the dropdown. The budget information helps with financial reporting and appears in the Billable Time and Budget features.


Privacy Setting

Toggle between Public and Private visibility:

Public projects are visible to all workspace members. Team members can see the project in listings and may be able to access it depending on their role.

Private projects are only visible to workspace owners and explicitly added team members. Use private projects for sensitive work, client-specific projects, or early-stage initiatives not ready for broader visibility.


Creating the Project

After filling in the desired fields, click "Create Project" to create it. The button is disabled until you enter at least a project name and have a workspace selected.

If creation succeeds, the modal shows a success confirmation with a button to open the new project directly. You can also close the modal and find your project in the Workspace Dashboard project list.


Pro Tips (Once You Are Comfortable)

  • Time-saver: After creating a project, consider immediately setting up your Kanban columns before adding tasks. This prevents having to reorganize later.
  • Did you know? You can access the Create Project modal from anywhere using the Quick Create menu (the plus icon in the header).
  • Common mistake: Creating many projects without clients assigned makes financial reporting difficult later. If you are an agency, assign clients during creation.
  • Power move: Use consistent budget configurations across similar projects to enable accurate cross-project financial comparisons.

Permissions

Who can create projects:

  • Agency Owners: Always
  • Managers: Always
  • Developers: Yes, unless restricted by workspace settings
  • Clients: No

If you do not see the "New Project" button, your role may not have project creation permission. Contact your workspace administrator.


How to Report a Problem or Request a Feature

If you encounter issues creating projects or have suggestions for improving this modal, submit feedback through GitScrum Studio. In the Sidebar, click on Support Tickets and open a ticket describing your experience.