Knowledge Base/Admin / Staff Portal/Dashboard

Dashboard

The Dashboard is the first screen you see after logging in. It gives you a real-time snapshot of your workspace.

What You See on the Dashboard

Section Description
Summary Cards Quick counts for Projects, Tasks, Proposals, and Contracts
Projects Section Active projects with status indicators
Tasks Section Tasks assigned to you with status
Timer Section Running or recent timers
Notifications Bell icon in the header for system alerts
Chat Chat icon in the header for team messages

Filtering the Dashboard

  • Use the date range picker at the top of the dashboard to filter summary data by a custom period.
  • Changes apply immediately to all summary cards and charts.

Editing Company Information

  1. On the dashboard, click the Edit (pencil) icon next to your company name or logo.
  2. Update your company name, address, phone, or logo.
  3. Click Save.

Quick Actions

A Create dropdown button at the top of the dashboard lets you quickly create:

  • Task
  • Project
  • Invoice
  • Proposal
  • Contract

Click any summary card to jump to the full list for that module.

The left sidebar is your main navigation. Sections include:

  • Dashboard
  • Customers
  • Projects
  • Tasks
  • Proposals
  • Invoices
  • Contracts
  • Finance (Payments, Expenses, Services, Taxes, Currencies)
  • Reports
  • Calendar
  • Chat
  • Settings
  • Profile / Team

Click any item to go directly to that module.