Dashboard widgets

Add any of these from Customize Dashboard. What you see in each one follows your permissions. Anything you are not allowed to see is not there.

Watch it: the Dashboard lesson in Campus: twelve chapters, about 6 minutes. Each section below names its chapter.

Needs attention

Watch it: chapter 5, “Needs attention” (starts at 1:48).

Needs attention is everything waiting on you, most urgent first. Red is kept for the things that cannot wait: late money and blocked work.

• Yours is what is yours to do. Whole studio shows everything, grouped so it is quick to scan.

• Open shows the record.

• Snooze hides a row until tomorrow, Monday or next week. It comes back sooner if something new happens.

Admins decide how many days pass before something shows up here: see Default dashboards for each role.

Every other widget

Watch it: chapter 6, “Every other widget” (starts at 2:13).

• Money: what is owed to you and what you owe, as figures, by age or by project.

• Procurement pipeline: everything on order, by where it is on the way to the client.

• Team & Time: who is busy, who has room, and anyone who missed a timesheet.

• Leads: open leads, the ones that have stalled, and your forecast.

• Comms: unread conversations by project, and what you are waiting on others for.

• My tasks: your list from Tasks, or your week. Tick tasks off right on the dashboard.

• Calendar: meetings, site visits, tasks due and milestones, as an agenda, a week or a month. You can add more than one.

• Email: unread mail by lane, and the replies you are waiting on.

• For you: a small stack that turns by itself: the places you go most and what you were working on.

The Walter brief, Projects, Quick actions and Today are in Your dashboard: start here.

Project tiles

Watch it: chapter 8, “Project tiles” (starts at 3:15).

A project tile keeps one project on your dashboard. In Customize, pick Project tile, choose the project, and add it.

• It opens on the project's cover: its photo, or its color, with its name. Click the cover to open the project.

• The arrows and dots step through its views: the client and address, Walter's insights, tasks, what to know, finances and what is coming up.

• At two columns wide, it shows a project card beside the views.

• Tiles hold still unless you want them to turn. Switch that on in the tile's menu, under Views and turning.