Understanding Your Dashboard

Your dashboard is the first thing you see when you log in. It gives you a snapshot of your day, upcoming tasks, and business activity.

Steps

1. Dashboard Overview

   When you log in, you land on the dashboard. It combines your planner (showing today's schedule) with task widgets and business summaries.

   

2. Planner View Controls

   The planner supports multiple views. Use the control bar to switch between Timeline, Weekly, Monthly, and Day views depending on how far ahead you want to plan.

   
   1 Timeline — see your day at a glance with a scrollable timeline.

   2 Weekly — plan across the full working week.

3. Weekly Planner View

   The weekly view shows all scheduled items across the coming days. This is useful for planning work ahead and spotting gaps in your schedule.

   

4. Filter Toggles

   Use the filter toggles to show or hide different types of items in your planner: Meetings, Calls, Tasks, Absences, Vehicles, Events, and Jobs.

   
   Tip If your planner looks cluttered, toggle off categories you don't need. For example, site managers might only want to see Jobs and Tasks.

5. Task Summary Widgets

   Below the planner, task widgets give you a quick count of items that need your attention: In Progress, Pending, Blocked, Due This Week, and Completed.

   

6. Customise with Widgets

   Click the Add Widget button to customise your dashboard. Choose from available widgets to add charts, reports, or quick-access panels that match your workflow.

   
   Tip Each user can customise their own dashboard independently. Your layout won't affect other team members.