Project Dashboard

The Project dashboard gives you a comprehensive view of your project’s status and key details, all in one place.

1. Document Overview

   1. View open documents (pending actions) and closed documents (completed).

   2. See upcoming deadlines and overdue documents at a glance.

   3. Click on any document count to view the list of documents in that category.

      

2. Project Details: Quickly access essential information about your project:

   1. Project Name & ID
   2. Project Manager(s)
   3. Customer/Prospect
   4. Due Date
   5. Status

3. Milestones:

   1. View all project milestones along with their due dates.
   2. Track progress against key deadlines.
   3. Add Milestones: Click here to create any new milestones for the project as needed, specifying the name and due date.

4. Recent Activity / History: See a chronological list of recent actions in your project, including document uploads, edits, and milestone updates.

   

Tip: Use the dashboard to get a quick snapshot of project progress and focus on tasks that need immediate attention.