What Does the Dashboard Show?
Short Answer (AI Priority Section)
The dashboard shows a summary of all work that needs attention, including your tasks, company-wide tasks, vendor-related items, and scopes in progress.
When to Use This
Use this page when you want to understand what information is displayed on the dashboard and how each section helps you track work.
Dashboard Overview
The dashboard is your central view of all pending and in-progress work. It helps you quickly identify what needs action, what is waiting on others, and where work is moving forward.
Dashboard Sections
My To-Do
Shows all items that require your action.
Includes:
Tasks assigned to you
Vendor items assigned to you
Scopes you can help move forward
Key point:
If an item appears here, it is waiting on you.
Top Summary (Welcome Snapshot)
Displays a quick summary of key activity at the top of the dashboard.
Includes:
Number of items waiting on you
Vendor items waiting
Assigned collection tasks
Scopes that need progress
Key point:
This section gives a quick overview of where your attention is needed.
Company Tasks
Shows tasks assigned to anyone in your company.
Includes:
All team tasks
Items waiting on other users
Key point:
Provides a full view of work across your organization.
Pending Vendor
Shows tasks that are waiting on a vendor.
Includes:
Vendor tasks assigned to you
All vendor tasks (based on filter selection)
Key point:
Use filters to narrow results and focus on specific vendor items.
Scopes in Progress
Shows scopes that have not been sent yet.
Includes:
Current status of each scope
What the scope is waiting on
Current stage of progress
Key point:
Helps track scopes that are still being prepared.
Notes or Rules
The dashboard is a summary view of all work statuses.
Each section represents a different type of pending or in-progress work.
Filters may be available in some sections (such as Pending Vendor).