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FIELD GUIDE 21 / 22
Use Dashboard to review your work
Use the main Dashboard for your selected company's work overview, not as a shared Project Dashboard.
Product guide 2 sections
Start with the selected company's overview
- 01Sign in, select your company in the organization selector and choose Dashboard in app navigation.
- 02Review task counts and the Update Requested and Past Due sections when present, then Upcoming Tasks and Your Teams.
- 03Example: open a past-due launch task to inspect its saved status and deadline, or use View all to continue in My Tasks. Changes still require active team access.
Keep in mind
Counts and lists are scoped to accessible work, not every company's data. Empty work sections are not a prompt to connect Slack. Check the account, selected company, assignments and team membership if expected work is missing; retry a failed load rather than assuming tasks were deleted.
Counts and lists are scoped to accessible work, not every company's data. Empty work sections are not a prompt to connect Slack. Check the account, selected company, assignments and team membership if expected work is missing; retry a failed load rather than assuming tasks were deleted.
Use Project dashboards for selected shared tasks
Dashboard is your main work overview. Project dashboards is a separate navigation item for team-owner-managed selections shared with signed-in read-only partners. There is no standalone Projects area to create. A dashboard invitation does not grant the partner this company overview or team membership.
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More in Teams and tasks
Create teams and manage membersUse teams to keep tasks, members, Slack channels, and status workflows organized.Create and manage tasksCreate assigned work with priorities, due dates, recurring schedules, comments, files, and dependencies.Choose a task view and use CalendarSwitch between six ways to scan work, and use due dates to plan around the calendar.