🔍

Dashboard Overview

Learn how to use your personalized dashboard to manage your renovation projects effectively

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.

Dashboard Layout and Navigation

The dashboard is organized into several key sections:

Main Components

  • Welcome Banner:

    Personalized greeting and quick tips at the top of your dashboard.

  • Quick Actions Bar:

    Buttons for common tasks like creating a new project or adding contractors.

  • Project Cards:

    Visual overview of your active renovation projects with progress indicators.

  • Task Timeline:

    Upcoming tasks and deadlines across all your projects.

  • Budget Overview:

    Summary of your financial status and recent expenses.

Navigation Tips

  1. Use the main navigation bar at the top to access different sections
  2. Click on project cards to view detailed project information
  3. Access your profile and settings through the user menu in the top-right
  4. Use the search bar to quickly find specific items
  5. Check notifications by clicking the bell icon

Customizing Your Dashboard

Make your dashboard work better for you by customizing its layout and content:

Widget Management

  1. Add/Remove Widgets:

    Click "Customize Dashboard" in the top-right to choose which widgets to display.

  2. Arrange Layout:

    Drag and drop widgets to rearrange them in your preferred order.

  3. Resize Widgets:

    Use the resize handles to make widgets larger or smaller.

  4. 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

  • Quick View:

    See project progress, recent updates, and upcoming deadlines at a glance.

  • Status Updates:

    Update project status directly from the dashboard.

  • Quick Actions:

    Access common project tasks through the card's menu.

  • 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

  1. Click the gear icon in the notifications panel
  2. Choose which types of notifications to receive
  3. Set notification preferences (email, push, or in-app)
  4. Adjust notification frequency
  5. 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.