How to Use the Dashboard

Home (the dashboard)

Home is your operational overview. What you see depends on your role and projects.

• What needs attention – urgent work items: reports awaiting review, evidence to verify, compliance blockers, activity updates.
• Deadline overview – upcoming reporting deadlines, with a band for items due within 3 days.
• Readiness snapshot – average report readiness and per-project readiness.
• Recent projects – project cards with progress toward their deadlines.
• Notifications – your latest unread notifications.
• Setup and storage – reminders if workspace setup or Google Drive storage is unfinished, with a shortcut to setup and (if you have not tried it) the Take the product tour card.

If you have no projects yet you will see Create your first project.

My Work

My Work in the main menu is your personal queue across all projects: reports, compliance items, evidence, activities and notifications. Filter by type (All types, Reports, Compliance, Evidence, Activities, Notifications) and by urgency (for example within 3 days). Each row links straight to the thing to do.

Cross-project pages

The main menu also has:

• Projects – your portfolio with search and filters (guide).
• Reports – reports across all projects.
• Evidence – evidence across all projects.
• Compliance – checklist items across all projects.
• Team and Settings – for roles that can manage them.

The sidebar can be collapsed for more room. Light and dark themes are available with the theme toggle.

Tips

• Start each day at My Work.
• Use the readiness snapshot to decide which project to work on first.