Dashboard Overview

The dashboard is the first thing you see after logging in. It’s designed to give you an instant pulse on your projects — what needs attention, what’s on track, and where to go next.

Find this at: /dashboard

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The main dashboard showing project stats, recent activity, and pending tasks

Stats cards

Across the top of the dashboard, you’ll see a row of stats cards that summarize your project portfolio at a glance. Each card shows a count and a trend indicator compared to the previous period.

Card	What it shows
Total Documents	Number of active documents across all your projects
Pending Reviews	Documents waiting for your review or approval
Open Transmittals	Transmittals that haven’t been acknowledged by all recipients
Overdue Items	Documents, submittals, or tasks past their due date

Click any stat card to drill down

Each stats card is interactive. Clicking “Pending Reviews” takes you directly to a filtered list of documents awaiting your action — no manual searching required.

When all overdue items are resolved, the Overdue Items card shows a green checkmark. If anything is past due, it turns red with the count — so you can never miss a deadline.

Activity feed

Below the stats cards, the activity feed shows a chronological stream of events across your projects. Each entry tells you:

Who performed the action
What happened (uploaded, approved, rejected, transmitted, commented)
Which document was affected
When it happened (relative timestamps)

For example, you might see:

Sarah Chen approved drawing MEC-DWG-001 Rev.C — the status changed from Under Review to Approved .

James Park rejected submittal CIV-SUB-042 with comments — status is now Rejected .

Maria Lopez uploaded revision D of ELE-SPC-018 — the previous revision is now Superseded .

Filtering the activity feed

Use the dropdown filters above the feed to narrow events by project, action type, or user. This is especially useful on large programs where hundreds of events happen daily.

My Tasks

The My Tasks panel on the right side of the dashboard shows everything that requires your direct action. Tasks are sorted by urgency:

Overdue — Tasks past their due date, highlighted in red
Due Today — Tasks due within the next 24 hours
Upcoming — Tasks due within the next 7 days

Each task shows the document title, the action required (review, approve, acknowledge), and the due date. Click any task to jump directly to the document.

Documents move through statuses as they progress through workflows:

Draft — Initial upload, not yet submitted
Under Review — Submitted and awaiting reviewer action
Approved — Passed all review stages
Approved with Comments — Approved but with noted changes
Rejected — Sent back for revision
Superseded — Replaced by a newer revision

Don't ignore overdue tasks

Overdue tasks trigger email reminders to both you and your project admin. Consistent overdue items may affect project KPIs visible to the client and project leadership.

The left sidebar is your primary navigation. It stays consistent across every page, so you always know where you are and where to go. Here’s what you’ll find:

Dashboard

Return to the main dashboard with stats, activity feed, and tasks.

Projects

Browse all projects you have access to. Switch between projects or create new ones.

Documents

Access the full document register — upload, search, filter, and manage documents.

Transmittals

Create, send, and track formal transmittals with distribution lists and cover sheets.

Workflows

Monitor active workflows, pending approvals, and completed review cycles.

Reports

Generate and export document registers, status summaries, and audit trail reports.

Settings

Manage your profile, organization settings, project configurations, and user access.

Users with the Admin role will see additional items in the sidebar, including User Management, Audit Logs, and Billing.

Quick actions

In the top-right corner of the dashboard, you’ll find a row of quick action buttons:

+ New Document — Upload a new document to the active project
+ New Transmittal — Start a new transmittal package
Search — Open the global search overlay (also accessible via Ctrl + K)

Keyboard shortcut

Press Ctrl + K (or ⌘ + K on Mac) anywhere in the app to open the global search. You can search for documents by title, number, discipline, or any metadata field.

Customizing your view

The dashboard remembers your preferences. You can:

Collapse the sidebar by clicking the hamburger menu icon for more screen space
Resize panels by dragging the divider between the activity feed and My Tasks
Set a default project so the dashboard always shows stats for your primary project on login

These preferences are stored per-user and sync across devices.

Ready to master navigation? Continue to Navigating the App.