Dashboard

Review notices, messages, assigned work, issues, progress, and organization resources, then open the item that needs attention.

Open and read the overview

Open Dashboard and select Overview. The main area combines data from the workspaces and projects you can access; each row keeps its organization and project context so you can tell where the work belongs.

Refresh reloads the current overview. An error banner means the overview could not be loaded completely; use Refresh after the underlying access or network problem is resolved.

Notices and messages

  • Operational notices communicate active service information. A notice may include a safe internal or external action link and a schedule or expiry.
  • Messages show account-directed communication. Open an item to read it and follow the action offered by that message.

Work, issues, and progress widgets

  • My work lists projects and files by the nearest due date. Selecting a row opens that project's My Tasks view.
  • Reported issues summarizes open issue reports and links to the project's Issues view.
  • Assignment progress shows active collaboration batches, item counts, due dates, and overall progress, then opens the project's Assignments view.

These collaboration widgets appear only when the organization and project provide the corresponding collaboration data and your access allows it. An empty Dashboard does not create assignments or issues; manage them in the owning project.

My work
Shows due work you can open in the owning project's My Tasks view.
Reported issues
Shows open reports and opens the project Issues view for investigation or resolution.
Assignment progress
Shows active batches, item counts, due dates, and overall progress without changing assignments.

Resources and project navigation

The administrator resources widget shows the latest credits and storage loaded for organizations you administer. Use its action to open that organization's Billing page for details, and select Refresh when you need the latest values.

Use the Dashboard sidebar to search projects by project or workspace name. Pin frequently used projects and collapse workspace groups; these sidebar choices are saved in the current browser.

Customize the overview

  1. Select Customize to enter layout mode.
  2. Drag visible cards to reorder them, hide cards you do not need, or add a hidden card back.
  3. Select Done to leave layout mode, or Reset layout to restore the available widgets' default order and visibility.
  1. Select Customize and arrange or hide the cards for the way you review work.
  2. Select Done, then reload the Dashboard once to confirm the layout remains.

After completion: The selected order and hidden cards remain in this browser only; work items and other users' layouts are unchanged.

Problem

A widget is missing

What to do

Open Customize and add the hidden widget. If it is not offered there, the current account has no matching data or access for that widget.

Problem

Overview data looks outdated

What to do

Select Refresh. If the error banner remains, check your connection and confirm that the workspace or project still appears in the sidebar.