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Dashboard

The Dashboard brings together your work, Project progress, and Sales activity for a Space. Its summaries and links reflect your access.

Space Counts​

The header shows Projects, Tasks, Opportunities, and Clients, in that order, where you have access. These summarize accessible Projects, open tasks, active Opportunities, and active Clients.

Your Work​

Needs your attention highlights tasks with their attention reason, priority, and due date. My tasks shows your other assigned work.

Additional cards can show Projects you lead, your eligible Requests, and Opportunities assigned to you. Being an Admin does not make every Space record part of your personal work.

Use Show more and Show less to expand or collapse available previews. Counts distinguish the visible rows from the full total. My tasks totals can include tasks already shown in Needs your attention.

Projects Overview​

Projects overview brings together:

  • open tasks, work due this week, overdue work, and unassigned work where available
  • task status distribution and completion
  • a Recently active Projects table with progress, open tasks, overdue work, status, members, and Project Lead context

The table shows up to eight accessible Projects in Draft, In Progress, Ongoing, or On Hold, ordered by recent work activity. Completed, archived, and deleted Projects are excluded. Simply opening a Project does not move it up the list. Client labels appear where available, and View all projects opens the Projects index.

Projects overview and Sales overview appear after the Space counts and before the personal work cards.

Project and task links take you directly to the work. A task link opens its details in the Project List.

Sales Overview​

Space Admins can see Sales overview, with active and unassigned Opportunities, Won and Lost outcomes from the last 30 days, and Pipeline by stage. View Opportunities opens Sales.

An assigned Collaborator can see their eligible personal Opportunities without gaining access to the Space-wide Sales summary.

Your View​

Dashboard results follow your existing Space and Project access. People with limited Project access see only the Projects and client-visible tasks available to them.

Dates and time-sensitive signals use your saved account time zone.

Creating Work​

The New menu can offer Opportunity, Client, Project, and member creation when you have the required access.

Scope​

Open the linked Project, task, or Opportunity to make changes. The Dashboard summarizes that work without changing its status.