Project Dashboard

The Project Dashboard is the first thing you see when entering a project. It provides a real-time overview of document progress, team activity, and quick access to the areas you use most.

Dashboard Sections

Document Statistics

The top of the dashboard displays key metrics at a glance:

• Total Documents — the number of registered documents in the project.
• Pending Review — documents currently awaiting review or approval, shown as Under Review .
• Approved — documents that have completed their workflow and are marked Approved .
• Rejected — documents returned with comments, shown as Rejected .
• Overdue — documents past their review deadline, flagged as Overdue .
• Draft — documents still being prepared, shown as Draft .

A donut chart provides a visual breakdown of these statuses, so you can instantly gauge project health.

Recent Activity Feed

The activity feed shows the latest actions across the project, including:

• Documents uploaded or revised
• Review comments submitted
• Transmittals issued
• Team members added or removed
• Workflow status changes

Each entry shows the user, action, timestamp, and a link to the affected item. The feed updates in real time for all team members.

Upcoming Deadlines

A timeline widget highlights documents with approaching review deadlines. Items are color-coded:

• Due Today — review is due within the next 24 hours.
• Due This Week — review is due within the current week.
• Overdue — past the deadline and needs immediate attention.

Quick Actions

The dashboard provides one-click access to common tasks:

• Upload Document — jump straight to the document upload form.
• Create Transmittal — start a new transmittal package.
• Invite Member — add a new team member to the project.
• Generate Report — create a document status report or distribution matrix.

Quick actions are role-sensitive — you’ll only see actions your project role permits. For example, Invite Member is only visible to users with the Project Admin role.

Sidebar Navigation

The project sidebar gives you quick access to every area within the project. Use the links below to learn more about each section.