Dashboard Overview
Learn how to use your personalized dashboard to manage your renovation projects effectively
In this guide:
Understanding Your Dashboard
Your dashboard is your personal command center for managing renovation projects. Here you'll find:
- Quick access to all your active projects
- Important updates and notifications
- Upcoming tasks and deadlines
- Budget summaries and financial tracking
- Recent activity across all projects
This guide will help you understand and customize your dashboard for maximum efficiency.
Customizing Your Dashboard
Make your dashboard work better for you by customizing its layout and content:
Widget Management
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Add/Remove Widgets:
Click "Customize Dashboard" in the top-right to choose which widgets to display.
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Arrange Layout:
Drag and drop widgets to rearrange them in your preferred order.
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Resize Widgets:
Use the resize handles to make widgets larger or smaller.
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Configure Settings:
Click the gear icon on each widget to adjust its specific settings.
Available Widgets
- Project Progress Tracker
- Task Calendar
- Budget Summary
- Recent Activity Feed
- Weather Forecast (for outdoor work)
- Contractor Contact List
- Material Delivery Tracker
- Community Updates
Pro Tip: Pin your most frequently used widgets at the top of your dashboard for quick access every time you log in.
Managing Projects from the Dashboard
Your dashboard provides several tools for efficient project management:
Project Cards
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Quick View:
See project progress, recent updates, and upcoming deadlines at a glance.
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Status Updates:
Update project status directly from the dashboard.
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Quick Actions:
Access common project tasks through the card's menu.
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Priority Indicators:
Visual markers show which projects need immediate attention.
Task Management
- View and update task status
- Add new tasks quickly
- Assign tasks to team members
- Set task priorities and due dates
- Track task dependencies
Dashboard Notifications
Stay informed about important updates through your dashboard notifications:
Types of Notifications
- Task deadlines and reminders
- Contractor updates and messages
- Budget alerts and payment reminders
- Material delivery notifications
- Inspection and permit alerts
- Team member updates
Notification Settings
- Click the gear icon in the notifications panel
- Choose which types of notifications to receive
- Set notification preferences (email, push, or in-app)
- Adjust notification frequency
- Configure quiet hours
Important: Make sure to enable notifications for critical updates like contractor arrivals, inspections, and important deadlines to keep your project on track.