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View Project Overview

Access the project dashboard to see key metrics, recent activities, upcoming deadlines, and AI-generated insights about your project status.

Audience

This guide is designed for project-manager.

Steps​

Step 1: Navigate to Dashboard​

From the main sidebar, click the Dashboard icon (or select Dashboard from the project menu). This is your project's home page with the most important information at a glance.

Navigate to Dashboard

Step 2: Review project metrics​

The dashboard displays key metrics in the metrics section at the top: total tasks, tasks in progress, on-track tasks, and at-risk tasks. These give you a quick overview of project health.

Review project metrics

tip

Red indicators show tasks that need attention - click them to go directly to that section.

Step 3: Check recent activities​

Scroll down to the Recent Activities section to see what has changed recently in your project. This includes task updates, status changes, and team member actions.

Check recent activities

Step 4: View upcoming deadlines​

Look at the Upcoming Deadlines section to see what milestones and tasks are coming up in the next 2 weeks. Click on any deadline to jump to that task.

View upcoming deadlines

Step 5: Review AI insights​

The AI Insights section at the bottom provides automated analysis of your project, including risk alerts, schedule recommendations, and resource suggestions based on project data.

Review AI insights

Video Tutorial​

Last updated: 2025-12-08