Getting started
The dashboard
Your plate as six counts and one list, plus what's new on the team and the questions you keep, across every project you can see.
The dashboard is the page you keep open. It answers one question — what is on my plate? — and it answers it across every project you can see, so you never have to visit five projects to find out whether you are behind.
Sign in and you land on it. It is also the Dashboard link in the top bar.
Add task, at the top right, opens the same one-line box as the Tasks page, with a picker for which project; it starts on your team's catch-all project (General, unless you renamed it). Press n to open it from the keyboard. A task you give to somebody else does not appear on your own plate, so the note under the box says which project it went to.
What's new
Above your plate is a card of what has happened on the team since you last looked: new projects, new tasks, work finished, notes written, files added, people who joined. Each is a count you can open to see the first few, said the way the task history says them — Sandy wrote on acme-142 · Rebuild the nav: "Draft attached" — with a link to the thing itself and, where a page can hold the whole set, a See all link into the Tasks page. Your own actions are left out; what you did is not news to you.
The clock is your last visit to this dashboard. The first time, it reaches back a week. Reloading the page a moment later does not empty it. Nothing new is one line — Nothing new since you last looked — never a list of zeros.
You see only what you could open anyway: a guest's card names only their projects, and a person who sees only their own work sees only their own tasks in it.
Your plate: six counts and one list
Under Assigned to you — with the total beside it — are six tiles, each a count of your own open work and each a link to the Tasks page filtered to exactly that:
| Tile | What it counts |
|---|---|
| Overdue | Assigned to you, still open, and the due date has passed |
| Due today | Assigned to you, due today |
| This week | Assigned to you, due this week — Monday to Sunday, or however your team's week runs |
| After this week | Assigned to you, due later than that |
| No due date | Assigned to you, open, undated |
| Watched, nobody owns it | Open work in the projects you follow that has no owner — the things that fall through cracks |
A tile counts what its page lists, always: click 3 and you get three rows. The overdue count is red when it is not zero; nothing else on the page is coloured.
Below the tiles is the one list that should not cost a click: Today — what is late, then what is due today, as rows. Rows line up in the same columns wherever your work is listed: status, project, reference and title, how many notes it has, priority, due. On a phone the project column folds away, since the reference already names the project, and the rest of the row scrolls sideways. Click a task to open it; click the note count to land on its notes. When nothing is late and nothing is due, one line says so.
Everything else on your plate is a count. The Tasks page is the table, and the tiles take you to it with the filter already set.
The sixth tile is the reason to follow a project you are not working in. Who follows what is Watchers.
A field worker — somebody who sees only their own tasks — has no Tasks page to be sent to, so their dashboard keeps the full lists instead of the tiles.
Getting started, for a new team
For a team's first three weeks, its admins see a card above everything else: four things a new team does, ticked off as they happen. It is described in Starting a team. It leaves when the four are done, or when you close it.
Frequently used
Above your plate is a card of the questions worth one click. Every card shows a live count of everything you can see that matches right now, and takes you to that filtered list.
Out of the box it holds the eight standard questions — Past due, Due this week, Due next week, Finished in the last 7 days, Unassigned open work, High and urgent, No due date and Some Day backlog — and, on a team that uses approval, a ninth: Waiting for your OK. Views you save yourself sit above them, and never replace them.
Manage turns the cards into rows, one per view, without going anywhere else. Each of your own has two arrows to move it up or down, and a … menu for the rest: rename, share with the team or make it private, take it off the dashboard or put it back, delete. Views you have taken off the dashboard stay in the list, marked Off your dashboard, until you press Done — so there is always a way back. The button is there whenever you have a view of your own, even if none of them is on the dashboard at the moment. The whole of it is on Saved views and the standard questions.
"Today" means your today
Dates resolve in your timezone, and the week starts on the day your team says it does. The Due this week and Due next week cards print their seven days, so on a Sunday you can see at a glance that tomorrow is already next week when the team's week starts on Monday. Two people in different countries looking at the same task can legitimately see it become overdue at different moments. That is correct — the alternative is telling somebody in Berlin that their Friday task is late on Thursday evening.
The foot of the page names the timezone it is using, so there is never any doubt. If it is the wrong one, tell us and we will change it — see People, roles, and who sees what.
Some Day is hidden, visibly
Work at the Some Day priority does not appear on the dashboard by default. Some Day is where you put the things you might do one day, and letting them crowd out this week's work would defeat the point.
It is hidden by a switch you can see — Some Day hidden — show it, at the foot of the page beside the timezone line — not by a rule working behind your back. Click it and Some Day work joins the buckets. The switch is remembered in the address, so a bookmarked dashboard comes back the way you left it.
Keyboard shortcuts
Press ? anywhere, or the ? button in the top bar, and a sheet lists every key the app answers to. The ones people use most:
| Keys | What happens |
|---|---|
| / | Focus the search box. Type a reference like acme-142 there and press Enter to open the task |
| g then d, t or p | Go to the dashboard, the Tasks table or the Projects page |
| g then a project key, then Enter | Go to that project — g acme ⏎ |
| n | Add a task, wherever you are |
| j / k, then Enter | Move down and up a list of tasks, and open the highlighted one |
| x | Mark the task you are reading done, or reopen it |
Keys never fire while you are typing in a box. The shortcut is also named on the control it belongs to — hover the Tasks tab and it says g then t — and if you keep clicking the search box, the app will mention / once, and only once.
What the dashboard is not
It is not everything. It is what is assigned to you, plus unowned work in projects you follow. To see the whole team — other people's tasks, done work, a particular project — use the Tasks table, which is built for exactly that.