Individual Dashboard

The Individual dashboard helps team members manage their personal workload and stay on top of upcoming deadlines. It provides a focused view of your assigned tasks and action items.

Access: Open it from the sidebar's pinned dashboards list or the Dashboards manager. It lives at a /dashboards/DASH-NNN address and is the default for most team members.

Overview Metrics

Metric	Description
Tasks Completed	Your tasks completed this week vs last week
Active Tasks	Your total open tasks with count due this week
Upcoming Deadlines	Tasks due in the next 7 days with high-priority count
Tasks This Week	Your tasks completed this week vs last week

Widgets

Action Items

A set of list widgets showing items requiring your attention:

• Waiting for my Approval - Items pending your approval decision
• My Documents - Documents you own (excluding folders)
• Open Risks Waiting on Me - Risks assigned to you that are still open
• Decisions Waiting on Me - Decisions assigned to you that are still open

Click any item to navigate directly to it.

My Work Board

A personal Kanban board showing your assigned tasks organized by status columns:

• Status Columns - Columns are created dynamically based on your workspace's configured status types
• Task Cards - Show task ID, title, priority indicator, and due date
• Drag and Drop - Move tasks between status columns to update their status

The board respects the dashboard's filter bar at the top of the page (for example, a Type select and a date-range picker), so filtering the dashboard also filters the board.

Use this board to:

• Plan your daily work - See everything assigned to you
• Track active work - Know what you're currently working on
• Manage priorities - High priority and overdue items are sorted to the top
• Update status - Drag tasks between columns as you progress

Understanding the Metrics

Tasks Completed

Shows your personal task completion count comparing this week to last week.

• Current Week - Tasks you closed since the start of this week
• Previous Week - Tasks you closed during the prior week
• Trend - Green arrow if you completed more, red if fewer

Track your personal productivity patterns over time.

Active Tasks

Your total open tasks with a breakdown of what's due this week.

• Total Open - All tasks assigned to you that aren't complete
• Due This Week - Items with deadlines in the current week

Focus on "Due This Week" items first to maintain on-time delivery.

Upcoming Deadlines

A forward-looking view of tasks due in the next 7 days, with a count of how many are high priority:

Priority	Meaning
High	Must be addressed immediately
Medium	Important but has some flexibility
Low	Can be deferred if higher priorities emerge

Use this to plan your week and ensure high-priority items get attention first.

Tasks This Week

Your count of tasks completed this week compared to last week. This helps you:

• Understand your typical output
• Spot weeks where you took on more or less than usual
• Recognize productivity trends over time

Tips for Individual Contributors

Start with Upcoming Deadlines

Each morning, review tasks due in the next 7 days. Focus on high-priority items first, then work through medium and low priority.

Keep Your Work Board Updated

Move tasks through the columns as you work:

1. When you start a task, move it to "In Progress"
2. When you finish, move it to "Done"
3. Review "To Do" daily to plan your work

Accurate status helps your team lead understand capacity and removes the need for status update meetings.

Clear Action Items Regularly

The action item lists show everything requiring your attention. Try to address:

• Approvals within 24 hours
• Risks and decisions promptly
• Assigned tasks by their due dates

Review Your Documents

Check the My Documents widget to keep your owned documents current, and work through the Open Risks Waiting on Me and Decisions Waiting on Me lists so nothing stalls waiting on you.