Once a project has been created, users are directed to the Project page, a central hub where all project activities and details are accessible. The dashboard is divided into three primary sections: the Files tab, the Overview tab, and the To-Do tab.
Within all three tabs, users can access the dropdown menu next to project name from where they can edit project details (change the name of the project or project description), copy link (copy a unique link taking the user to the project page) and archive the project (if they have completed their project).
From all three tabs users also have access to several management options. A prominent “Share” button facilitates the rapid generation of shareable links, enabling collaboration with both internal and external users. The “Create task” option lets users directly associate tasks with specific files, ensuring that every document can be actioned if needed.
Each section serves a distinct purpose in managing various aspects of the project.
Files Tab
The Files tab acts as the digital repository for all documents associated with a project. It provides a comprehensive environment where files and folders are stored, organized, and managed. Users have the flexibility to switch between different viewing modes. In the grid view, each file or folder is presented as a card with visual previews and brief descriptions.
Alternatively, the list view offers a detailed, table-like display with extensive information such as creator details, timestamps, and associated tasks.
The system provides contextual menus (accessed through three-dot icons next to a file or folder) that offer further actions like copying links, opening the source in SharePoint, or removing an item from the project entirely.
While the system is rich with functionalities, it also handles cases when no files are present by displaying a clear informational message that prompts users to add content. This design ensures that the Files tab remains both functional and intuitive.
Key Features and Descriptions:
Viewing Options:
Grid View:
Each file or folder is presented as a card.
Cards include a preview image, file name, and brief details.
List View:
Files are organized in rows with detailed information such as creator, timestamps (creation and modification dates), and an overview of any associated tasks.
Functionality for Management:
Action Menu:
Accessible via a three-dot icon next to each file or folder.
Options include “Copy link,” “Open source” (redirecting to SharePoint), and “Remove from project.”
Empty State Handling:
In cases where no files are present, the tab displays an informative message with a call to action prompting the user to move files or folders to the project.
This section of the dashboard is comparable to an organized filing cabinet, where every document is neatly stored and easily accessible.
Overview Tab
The Overview tab is designed to provide a concise summary of a project’s status, consolidating progress metrics and critical details in one view. A prominent visual progress gauge communicates the overall completion percentage of the project using color-coded segments; for instance, blue might denote completed tasks, while red indicates overdue tasks, yellow for tasks due today, and green for upcoming tasks. This gauge provides an immediate sense of the project’s health.
Below the visual gauge, key task metrics—such as the number of overdue tasks, tasks due today, upcoming tasks, and completed tasks—are clearly presented. Each metric is interactive, with options to activate filters for more detailed information. In addition to these numerical summaries, the Overview tab includes a selection of charts and graphs that visualize task distributions by urgency or by team member, thereby highlighting any bottlenecks or potential workflow imbalances.
Complementing these visual elements are essential project details such as the project creator’s name, a short description of the project, and a list of team members along with their roles. The interface also provides editing options, allowing users to modify project details, archive a project, or generate a copyable project link—all from within the Overview tab.
Key Components and Their Functions:
Visual Progress Gauge:
A large, color-coded indicator shows the percentage of project completion.
Different colors are used to represent various task states—for example, blue for completed, red for overdue, yellow for tasks due today, and green for upcoming tasks.
Task Metrics:
Displays key numbers such as:
Overdue Tasks
Tasks Due Today
Upcoming Tasks
Completed Tasks
Each metric includes an “Activate Filter” option to allow drill-down views of specific task lists.
Charts and Graphs:
Visual aids such as bar charts and pie charts display task distribution by categories like urgency or by assignee.
Graphs help quickly identify bottlenecks or workload imbalances across the team.
Project Details:
Essential details appear on the right-hand side, including:
The project creator’s name.
A brief project description.
A list of team members along with their assigned roles.
A “+ Add” button is provided to easily invite new team members.
This tab is comparable to a vehicle’s dashboard, displaying all critical information in an easily digestible format so that the overall project status is clear at a glance.
To-Do Tab
The To-Do tab is dedicated exclusively to managing tasks associated with a project. It is designed to offer both a detailed view and various perspectives to suit different work styles. Users have the option to view tasks in a Kanban format, where tasks are organized into columns representing different stages (e.g., To Do, In Progress, Completed), or in a Gantt chart layout that places tasks along a timeline, highlighting deadlines and dependencies.
Selecting a task reveals a detailed pane that provides extensive information, including the task’s title, description, associated files, history, comments, and creator details. The interface also includes actionable buttons to modify task statuses, approve or reject tasks, or even delete them if necessary. To enhance task management, robust filtering and sorting tools are provided, allowing users to prioritize tasks by urgency, due date, or responsibility.
Key Features and Descriptions:
Multiple Viewing Modes:
Kanban View:
Displays tasks in columns such as “To Do,” “In Progress,” and “Completed.”
Useful for visualizing work in progress, similar to a physical task board.
Gantt View:
Illustrates tasks along a timeline, showing deadlines and dependencies.
Helps in understanding task sequences and scheduling.
Task Details:
Clicking on any task reveals a detailed pane that displays:
The task’s title and description.
Attached files and comment history.
Creator information, current status, and estimated effort.
Action buttons to approve, reject, delete, or modify task details.
Filtering and Sorting:
Advanced filtering options allow tasks to be sorted by:
Assignee
Creator
Due date
Urgency
Priority
Sorting ensures that the most critical or time-sensitive tasks are at the top of the list.
Real-Time Updates:
As tasks are modified or as filters are applied, the To-Do tab refreshes automatically.
This responsiveness ensures that users always view the most current information.
The To-Do tab is similar to a digital bulletin board that ensures every task is tracked and managed effectively, much like a well-organized project planner.