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How to use the project's dashboard?

The Projects Dashboard provides you an overview of all the projects and companies you have access to

Peter Ørnskov Drechsler avatar
Written by Peter Ørnskov Drechsler
Updated over a month ago

On the project dashboard projects are grouped by the companies that own them, alphabetically ordered.

By default, your projects are shown in a tile-view, but we allow you to also view them in a list format. Both views provide a project name search field.

Tile view

List view

See Project Details

Each Project shows the project name, project leaders initials/picture and the project image, and the actual/expected percentage represented in a progress bar.

You can hover over items to receive more detail like the percentage numbers or Project Leaders name.

What you can do from the project dashboard

From the project dashboard you can:

  • Access a Project. To access a project, simply click on the image/name.

  • Create a New Project. To create a new project click on the green box ‘Add a new project’. You can only do this for companies you are part of.

  • Access an Archived Project: At the bottom of the dashboard is the Archived Projects section. Open it to see all the projects that you have archived. To restore them click on the Restore button to the right.

  • Access Project Settings: If you are a Project Admin or the Project Leader, you can access the Project Settings by clicking on the gear icon.

  • Create a New Company: You can create a new company from the Project Dashboard. By creating a company you will have the Role as Company owner. You can then begin to add projects and members to this company.

  • Access Company Info: If you are part of the members of a company, you will be able to access Company module, see below.

Access Company Profile

If you are part of a company you will see the buttons for Projects and Members to the right of the company. The buttons will give you access to the Company Profile, where you can:

  • See the Companies Projects and Members

  • Join any of their Projects

  • Create New Projects

  • Manage Company Members (only company owner/admin)

  • Manage Company Settings (only company owner/admin)

To learn more about the Company Profile, go to this article.

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