Main dashboard

Overview #

We have Stats cards that show data on numbers of projects, tasks,meetings,invoices,expenses and timesheets. 

Calendar view #

The Calendar view allows you to see tasks, projects, meetings, and your own scheduled events in a single, unified interface. To access the Calendar view:

1. Click on the “Dashboard” tab in the main menu.
2. Select “Calendar View” from the dropdown menu.

You can navigate between different months using the arrows at the top of the calendar. Click on a specific date to view the tasks, projects, and meetings scheduled for that day.

To add your own event:

1. Click on the “+” icon in the top-right corner of the Calendar view.
2. Fill in the required information, such as the event title, date, and time.
3. Click “Save” to add the event to your calendar.

To add a reminder click on the calendar to get the pop up reminder and add the info…..

Statistics Cards #

Statistics cards provide a quick overview of the total number of projects, tasks, meetings, invoices, expenses, and estimates/quotes in your application. To view the statistics cards, simply click on the “Dashboard” tab in the main menu.

Charts #

Charts offer a visual representation of your project management data, making it easy to analyze trends and monitor progress. There are three types of charts available on the Dashboard:

1. Time Chart: Displays the total time logged for projects and tasks.
2. Projects Chart: Shows the distribution of projects by status (e.g., in progress, completed).
3. Invoices Chart: Provides a breakdown of invoiced amounts by client or project.

To access the charts:

1. Click on the “Dashboard” tab in the main menu.
2. Scroll down to the “Charts” section.