Managing the Project Dashboard

Whenever you click on any project, you will be directed to the project dashboard. The project dashboard has a menu bar along the left-hand side of the screen, which gives you access to various functional options for reviewing and sharing feedback on the project.

These options also allow you to create and manage project tasks and screens. 

The project workspace is the primary viewable space within the browser pane. It displays cards for project files/links, tasks, collaborators, phases, comments and added screenshots. The top right corner displays the collaborators having access to the project.

The project menu bar is divided into the following categories:

  • Home: Default project screen displaying project properties.
  • Tasks: Displays a list of tasks in the task manager. You can open existing tasks and create new tasks as well. Also allows you to sort through tasks based on priority, ID, screen, status, and other properties.
  • Feedback: You can add issues, directions, questions, or version update data as a project comment. Feedback registered as a comment does not appear in the task manager but can be converted into a task later on.
  • Activity: When selected, shows a running history of actions taken, by whom, and when, and what was modified.
  • Messages: The Message Board is an efficient way of communicating or posting information for collaborators and clients.
  • Files/Links: When selected, displays all the files and URLs that have been added to the project along with the details like file type, who added a file, number of screenshots and tasks. Clicking on any of the files or links takes you to the review session to share feedback and create tasks associated with that file/URL.
  • Phases: You can add different project life cycle milestones or stages as a phase, along with with their current status and expected deadlines. These can mark checkpoints in your project or be used to track iterations during the development life cycle of a project plan.
  • Screens: Screengrabs taken during the review of a file or URL are captured and stored as a “screen”. You can customize the name of screens, delete as well as reorder them. Each screen has identification markers wherever a task or comment exists on it.
  • Feeds: When selected, shows a running history of actions taken, by whom, and when, and what was modified.
  • Collaborators: Displays a list of team members given access to the project; if permitted by your account settings, you can add additional reviewers using the “Add Collaborators” function.
  • Settings: Displays the project properties; depending on the nature of your account you can edit these.

Now that you know what you can do in the project dashboard, head over to our next guide to learn how to create your very first task!

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