Account Summary
A sumary of activities within each account.
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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.
The project overview page contains the following details.
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
Displays the project owner's information.
Displays the list of teams and the users involved in the project.
Displays an overview of the count and status of tasks assigned to each team involved in the project.
Displays a list of all the tasks assigned to you (the active user) for the current week.
Displays a list of recent activities occurring in the selected project.
Displays a list of milestones and progress made within the selected project.
Displays the total measured working hours and per-user distribution.
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
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