Dashboard, My Work, Schedule
Three places cut across projects. They read the same tasks; they do not invent a second list.
Dashboard
Section titled “Dashboard”The home view after you sign in. A compact summary shows overdue tasks, open work, and active projects. Needs attention comes next by default, then what’s happening on the projects you belong to, with project health and recent activity below.
Choose Customize in the header to show or hide sections and change their order. Use the up/down buttons or drag the handles that appear on each section. Changes preview immediately; Save layout keeps them and Cancel restores your saved view. If saving fails, your draft stays available to retry. Your existing order is preserved until you change it.
Activity starts with the five latest events. Load more reveals earlier entries. It names the work that just moved. Click a task, project, comment, or other item to open it.
Project pulse gives managers project risk, late/open counts, upcoming workload, and due-date clusters. Compact project rows keep the status beside the name and the counts aligned nearby. Upcoming workload counts open tasks due within seven days, including overdue work; it does not measure personal capacity. Compact workload chips show full names and labeled task counts; date clusters include weekdays and cover the next fourteen days. Click a person to see their work through that date, or a date cluster to see tasks due on that exact day.
If activity or project figures fail to load, retry that section. Other sections remain available, and a failed Load more keeps the activity already shown.
What’s happening uses the same rules as a project card that has been hovered a while. It lists what changed on the projects you belong to. A manager hears about other people’s work first. A member hears about their own work first. A batch of new tasks is one or two lines about what happened to them: how many came back to the person who made them, who still has the rest, who finished them. A few tasks are named with their numbers. Task names are bold. The list does not say who is online. The first five lines show; the rest expand. A row opens that project.
Attention is the quieter report: what is not happening. It is rule-based (no model) and computed when you open it.
| Signal | Meaning | Who sees it |
|---|---|---|
| Client gone quiet | No public comment, email, or project call across that client’s projects for a while | Managers |
| Client owes answers | That quiet client still owes an open unknown | Managers |
| Single-actor project | Only one person has left a trace in the window | Anyone on the project |
| Stalled task | Started, but nothing has changed for a while | Anyone on the project |
| Ownerless work | Open, no assignees, due soon or overdue | Anyone on the project |
| Unbilled delivery | Completed work with no time on it | Managers |
Attention rows show the task or client first, the reason underneath, and the project as context. Overdue work without an assignee is highlighted. Use Show all to expand beyond the first five signals.
The Attention header opens Schedule for managers and My Work for other members.
Use it as a morning scan, not a scorecard. A quiet client might be happy. A stalled task might be waiting on them. The report names the gap; you decide the conversation.
My Work
Section titled “My Work”/my-work — tasks assigned to you across every project, overdue first. The left rail opens this list.
- Assigned subtasks show as the parent row, with a completed/total chip. Open the parent to check items off — each item can have its own due date. Click a checklist title to rename it.
- If you are assigned a subtask but not the parent, the parent still appears on your list.
- The due column sorts and tints by the earliest of the parent date and your open subtask dates. A “Subtask …” note under the date means that earlier date is on a checklist item; the picker still edits the parent.
- Open a row for the same task drawer you use on a project. If you take yourself off the task, the row leaves the list right away; the drawer stays open on My Work until you close it.
- Status (open / all / a catalog id) and labels sit on the list header and apply as you pick.
- Tasks are grouped by when they are due: Overdue, Today, This week, Next week, Later, and No date. A week runs Monday through Sunday. Overdue holds open work whose date has passed, including earlier days of the current week. Today is its own group. This week is the rest of that Monday–Sunday week. Next week is the next Monday through Sunday. Later is anything after that. Groups with nothing in them stay hidden. Tasks with no date stay off the list, except work on the project chosen as the support project in Organization settings — that stays in No date. Every group uses the same date the row shows — the parent, or an earlier open checklist item assigned to you.
- Group by on that same row switches the bands between time and project. Project bands put the project with the most urgent work first. Collapse a heading to hide its rows; select-all on a heading ticks only that group. The choice stays on this device.
- The overdue count in the top bar jumps to Schedule (
?overdue=1). - Realtime updates follow the project; you do not refresh. A newly assigned task flashes honey and fades.
- A Declared mark means an agent (or you, when the task has acceptance criteria) marked it done and nobody else has verified it. You cannot verify your own task from this list — a teammate does that on the board or in the drawer. See Tasks.
- Blocked by #12 means an earlier task is still open. The number opens that task.
Batch edit works here the same way as the project table.
Archived projects hide ordinary tasks. A support task on an archived project can still appear if it is assigned to you.
Schedule
Section titled “Schedule”/schedule — managers only. This is “what is late across the hive,” not “what is on my plate.” My Work deliberately cannot answer that. The left rail opens this list.
- Default landing is overdue.
- The top bar restates the active filters in one line after the title.
- Open a row for the same task drawer you use on My Work. The project name still takes you to the project.
- Pick a due on or before date to widen the window. Dashboard date clusters open an exact-day view labeled Due on this date. Picking another date switches back to on-or-before; Clear or a saved preset also exits the exact-day view. Save filter is available for ordinary on-or-before views.
- Filters stay visible: project, status, label, assignee (multi-select, applied as you pick). Deleting a project removes it from that project filter without a reload. A project that only has work in trash stays in the filter. Unassigned in the assignee menu shows tasks with nobody on them; together with a person it keeps either. Open work only unless you pick a status.
- Status options are the union of the projects you loaded (same id, one row). Labels come from the hive catalog.
- Save filter (bookmark) stores the current state as a named chip, up to 12, including labels. Shown when the view is not already a saved preset and not the default overdue landing. Click a chip to apply it; click the active chip again to go back to overdue (same as Clear). The × deletes that saved set.
- Group by on that same row switches the list between time and project. Time uses Overdue, Today, This week, Next week, Later, and No date. A finished task dated before this week sits in Earlier. Project puts every task in the window under the project it belongs to. The due column still sorts earliest or latest first, and that order decides which band or project leads. Collapse a heading to hide its rows. The choice stays on this device.
While rows are selected, a batch bar floats over the bottom of the list. Filters stay put. Batch edit can push each task from its own due date, and set a status category when projects do not share one catalog. Deliverable stays disabled until the selection is a single project.