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    Module guide

    Dashboard

    Where your work stands today, plus a board of widgets that you arrange yourself.

    Open module/dashboard
    corereporting

    Overview

    The Dashboard shows where your work stands today: a status band with the tasks due today and what is overdue, a short list of what needs you now, and a board of widgets that you can add, remove, resize and reorder. The Dashboard is separate from My Work: My Work is where you act on tasks, and the Dashboard is where you look at the whole picture. Task figures are computed on your device from the copy of your tasks that Atlas keeps there.


    Highlights

    The capabilities worth knowing before you dive in.

    • A status band for today with the date, the number of tasks due today, and counts of open, overdue, due this week and done this week tasks, and a list of what needs you now: overdue tasks first, then tasks due today
    • Under More insights and tools, a strip of tiles: due today, in progress, overdue, high priority, unscheduled, due this week, done this week and your top habit streak
    • A flow and velocity panel with the median and 90th percentile cycle time of tasks finished in the last 30 days, tasks done this month, a burndown sparkline for the current week, and the three projects that completed the most tasks in the last 14 days with their completion rate
    • Density preference is shared with My Work, Tasks, and Board; change it once and every surface follows
    • A widget board you arrange yourself with Customize: drag, resize, remove or add widgets from the library, each offered only where the plan carries its module and the role clears its floor. Client Delivery contributes engagement portfolio health, engagements at risk, RAID heat, information requests overdue, actions due, and approvals waiting

    Important to know

    Limits, permissions, and sharp edges to keep in mind.

    • The Dashboard is mostly for looking. Its controls open the screen that owns the action: Add task opens quick capture, Plan my day opens My Work, Start focus opens Focus, and each tile opens the matching view in My Work. Two things act in place: the briefing button emails you today's briefing, and the widget board saves the layout you arrange.
    • Task figures are computed on your device from up to 500 tasks, so a very large workspace can show lower counts than the server holds. If the copy has not loaded or the device is offline, the Dashboard says so instead of showing zeros.
    • On a phone the widget board is a single column, and each widget is as tall as its content. Customize there shows Move up, Move down and Remove on each widget instead of drag and resize, and the order you set is kept for phone screens.
    • The weather widget finds your area from your network address only after you allow preference cookies in Cookie preferences, because that address goes to an outside location service. Until then it uses a place you choose, or your device location when you choose Use my location.

    How to use it

    The primary workflow, start to finish.

    1. 1Open it with g then d, or choose Dashboard in the sidebar.
    2. 2Choose a tile under More insights and tools to open the matching view in My Work.
    3. 3Choose Customize on the widget board to drag, resize, remove or add widgets. Use the density toggle under More insights and tools to set the row density for the whole app.

    FAQ

    Why is the burndown sparkline showing the wrong number?
    The sparkline counts the top-level tasks that are not done at the end of each day of the current week, Monday to Sunday, using your own local days. Archived and deleted tasks and subtasks are not counted, and a task counts as done from the day it was last updated while marked done.
    Can I act on something directly from the dashboard?
    Mostly it opens the screen that owns the action. Add task opens quick capture, Plan my day opens My Work and Start focus opens Focus. A few controls act in place: the briefing button emails you today's briefing, and the widget board lets you rearrange your own layout.
    Do the tiles agree with the numbers elsewhere in Atlas?
    Mostly. They are computed on your device from the same local copy of your tasks that My Work uses, not from a separate reporting request. The Dashboard reads up to 500 tasks, though, so in a very large workspace its counts can be lower than a screen that reads more.

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    On this page

    • Overview
    • Highlights
    • Important to know
    • How to use it
    • FAQ