Account Summary

A sumary of activities within each account.

The account summary page provides an overview of the account and the projects within the account.

The account information panel shows the list of each project, the project overview, and project settings.

Project Overview

The project overview page contains the following details.

Project Card

The project card provides a generic overview of the project and a quick overview of its essential details. The progress line is color-coded based on the current status of the project. Color codes are as follows:

• Grey - On-Hold

• Light Green - In-Progress

• Dark Green - Completed

• Yellow - Not Started

Project Information

Displays the project owner's information.

Teams

Displays the list of teams and the users involved in the project.

Task Distribution Details

Displays an overview of the count and status of tasks assigned to each team involved in the project.

Your To-Do's for this week

Displays a list of all the tasks assigned to you (the active user) for the current week.

On-Going Activities

Displays a list of recent activities occurring in the selected project.

Milestones

Displays a list of milestones and progress made within the selected project.

Working Hours

Displays the total measured working hours and per-user distribution.

Project Settings

Click on the 'Settings' icon on the project title line to view the following settings:

• Details: Displays project details like project name, milestones, start date and end dates, MRR/ARR, and project owner.

• Teams: Displays the list of teams involved in the project - Your team, customer team, and partner team, if applicable. You can add/invite, or remove users from the project.

• Visibility: You can change the visibility of the project here.

Related: Onboarding Plan