Your dashboard in ninety seconds

What to look at first thing in the morning, and what each number is counting.

In this lesson

What you are looking at

The dashboard is the screen you will see most often, so it is worth two minutes to learn what it is actually telling you.

First, the thing that catches everybody out: this screen is about one job at a time. The name in the sidebar is the job you are looking at. Change it and every number here changes with it.

The four things on it

Along the top are the counts. Open work, what the team is carrying, and how the current stretch of work is going. They are counts, not judgements — a high number is not automatically a problem.

Below that is your own list. Not the studio’s work: the things waiting on you personally. On a normal morning this is the only part you have to act on.

The activity feed is the studio talking. Every card moved, every comment left, every delivery signed for — in the order it happened.

Making it yours

The dashboard is yours to shape. This menu is a shelf of things you can put on it.

A manager tends to want the delivery trend. A quantity surveyor wants the cost picture. Neither is more correct — you are building your own morning, not the company’s.

Closing it leaves the layout exactly as it was.

The habit

The habit here is small and it is about attention. Two minutes on this screen before you open anything else, and only on two parts of it: your own list, and anything in the feed you did not already know about.

What just happened

  1. What you are looking at

    The dashboard is the screen you will see most often, so it is worth two minutes to learn what it is actually telling you.

  2. The four things on it

    Along the top are the counts. Open work, what the team is carrying, and how the current stretch of work is going. They are counts, not judgements — a high number is not automatically a problem.

  3. Making it yours

    The dashboard is yours to shape. This menu is a shelf of things you can put on it.

  4. The habit

    The habit here is small and it is about attention. Two minutes on this screen before you open anything else, and only on two parts of it: your own list, and anything in the feed you did not already know about.

Next: Projects, and the switcher that decides what you see →

Put it into practice.

Boards, approvals, snags and client sign-offs — one platform your team will actually use.

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