Navigating the Dashboard

Understand the main dashboard, sidebar navigation, and quick actions.

Navigating the Dashboard

The dashboard is your home base when you log in. It gives you a quick overview of everything happening across your projects.

Dashboard Overview

Your dashboard displays: - **Active projects** with progress indicators - **Recent activity** across all projects - **Upcoming tasks** assigned to you - **Clock status** showing if you're currently clocked in - **Quick actions** for common tasks

Sidebar Navigation

The sidebar gives you access to all major sections: - **Projects** — View and manage all your projects - **Plan** — Task planning with Gantt chart view - **Clock** — Time tracking and clock in/out - **Notes** — Personal and project notes - **Estimates** — Create and manage estimates - **Vendors** — Vendor directory and management - **Team** — Team member management - **Calendar** — Schedule view for projects and team - **Reports** — Financial and project reports - **AI** — AI assistant for voice commands and help - **Safety** — Safety inspections, incidents, and permits - **Settings** — Organization and personal settings

Switching Organizations

If you belong to multiple organizations: 1. Click your organization name in the sidebar 2. Select the organization you want to switch to 3. Your dashboard updates to show that organization's data

Quick Actions

From the dashboard you can quickly: - Create a new project - Clock in to a project - Create a new task - Submit a note