Dashboard

The Dashboard is the first thing you see when you log in. Think of it as your agency’s homepage — it shows you the most important information at a glance so you know exactly what’s going on without clicking into anything.

Go to Sidebar → Dashboard to get here.

Greeting Bar and Quick Actions

At the very top, you’ll see a personalized greeting like “Good morning, Alex” along with today’s date and a summary line: “Here’s what’s happening across your projects.”

Next to the greeting, there are three quick action buttons:

• Onboard Client — Takes you straight to the Add Client form.
• New Project — Opens the project creation wizard.
• Invite Team — Takes you to the Team page so you can invite a new member.

These are shortcuts for the things you do most often, so you don’t have to dig through the sidebar every time.

Getting Started Checklist

If you’re new to Projexia, you’ll see a Getting Started card right below the greeting bar. It shows a list of setup tasks to help you get your agency running:

• Create your first client
• Set up a project
• Invite team members
• Configure the client portal
• And more

As you complete each task, it gets checked off automatically. Once you’ve finished everything (or if you just want to skip it), you can click Dismiss to hide the checklist permanently.

Stat Cards

Below the checklist (or below the greeting bar if the checklist is hidden), you’ll see four stat cards in a row:

Each card is clickable — clicking on Active Projects takes you to the Projects page, Clients takes you to the Clients page, and so on.

The Revenue card also includes a progress bar. If you’ve spent more than 80% of your total budget, the bar turns red to warn you.

Task Overview

This is a large card that gives you a bird’s-eye view of all tasks across every active project. It shows:

• Total task count — The big number showing how many tasks exist in total.
• Completion rate — A percentage showing how many tasks are marked as Done.
• Task distribution — Four mini-cards breaking down tasks by status:
  • To Do — Tasks that haven’t been started yet
  • In Progress — Tasks someone is currently working on
  • In Review — Tasks waiting for review or approval
  • Completed — Tasks that are finished

Below the mini-cards, there’s a stacked progress bar that visually shows the proportion of tasks in each status. Each status has its own color, and a legend below the bar explains what each color means.

There’s also a link to Board view in the top-right corner of this card, which takes you to the Kanban board for a drag-and-drop view of your tasks.

Upcoming Deadlines

Next to the Task Overview card, you’ll see the Upcoming Deadlines card. This shows tasks that are due within the next 7 days.

For each task, you’ll see:

• The task name
• The project it belongs to
• The due date (shown as “Today”, “Tomorrow”, “3 Jan”, etc.)

Tasks with Urgent or High priority, or tasks that are due today or overdue, are highlighted with a red accent so they stand out. If a task is past its deadline, it shows something like “2d overdue” in red.

If there are no upcoming deadlines, the card simply says “No upcoming deadlines.”

Feature Highlights

Below the Task Overview and Deadlines row, there are four smaller highlight cards:

These cards give you a quick pulse-check on key metrics without having to open individual pages.

Recent Projects

This card shows your latest projects in a list format. For each project, you can see:

• Project name
• Client name
• Status badge (Planning, In Progress, On Hold, Completed, or Cancelled)
• Progress bar with percentage
• Milestone count and team member count as small icons

Click on any project row to go directly to that project’s detail page.

There’s also a “View all” link in the top-right corner that takes you to the full Projects list.

Recent Activity

The last card on the dashboard is the Recent Activity feed. It shows a timeline of the latest updates and changes across your projects.

Each activity entry includes:

• Title — What happened (e.g., “Milestone completed”, “Status changed to In Progress”)
• Project name — Which project the activity belongs to
• Time — How long ago it happened (e.g., “2h ago”, “1d ago”)
• Who did it — The name of the person who made the change

Activity types are shown with different icons:

• Status Change — A flag icon
• Milestone — A star icon
• General Update — A message icon
• Deliverable — A package icon
• Feedback Request — A message icon

Some activities also show a health status dot next to the title:

• Green dot — On Track
• Yellow dot — At Risk
• Red dot — Off Track

This helps you quickly spot projects that might need attention.