Project Dashboard
The project dashboard displays information about what's currently happening in a project. It displays key information from various aspects of the project, presenting it in a digestible format. It helps you see the project's overall status, identify potential bottlenecks, and ensure everything is on track.
Table of Contents
Accessing a Project's Dashboard
There are two ways to access a project's dashboard. One is from the All Projects page and the other is from the sidebar menu.
From All Projects Page
To access a project's dashboard from the All Projects page, simply find the specific project you want and click on its name.
From the Project Selection Dropdown
The project selection dropdown is in the sidebar menu. Use it to select the project you want to work on, and then you can go to its dashboard.
Project Dashboard
The project dashboard gives you an overview of what's happening in a project. It has various widgets that display crucial information about the current state of the project.
At the very top of the page, you'll see the project name, user avatars of people assigned to this project, the "manage team" button and "settings" button.
You can assign or remove users to the current project by clicking "manage team" button.
Clicking "settings" will take you to the current project's settings page. There you can:
- Rename the project
- Enable email notifications from the project
- Enable AI features in the project
- Assign or remove users from the project
Depending on your permissions, some widgets in the project dashboard will not be visible to you. Below we'll discuss all available widgets.
- My Items - displays content items that needs your input.
- Recent activity - displays all the recent events that happened within the project. The frequency and types of activities displayed here depends on your role and permissions.
- Recent messages & comments - displays all comment mentions, comment replies and inbox messages from the past 30 days. You can click on them to go to the comment or your inbox.
- Workflow funnel - displays the current project's workflow distribution. This lets you know where work is piling up
- Team utilization - displays the users assigned to the current project along with the number of items currently assigned to them. Numbers in red are the number of items past due date. This will allow you to see who's overloaded and who has capacity.
- Overdue items - displays all content items that are past their due date, with the oldest one at the top.
- Upcoming deadlines - displays all content items that will be due in the next 3 days.
- Workflow velocity - displays the average time your content item stays in a workflow status over the last 30 days vs the previous 30 days. This allows you to see where content items get stuck the longest and see if there are any improvements. Requires at least 5 transitions per status for data to be displayed.
- Rejection rates - displays how often content items are sent back to a previous status during review over the last 30 days vs. previous 30 days. This allows you to identify where rework is slowing your team down. Requires at least 5 rejections per status for data to be displayed.