Working with the Dashboard
How the per-user Today view ties capture, planning, and execution together
The Dashboard is the only screen you should need to look at most mornings. It pulls from everything else — the inbox you triaged, the goals you set, the cycle you're running, the issues sitting in projects — and shows just the slice that matters today. Open it at standup; close it when you're heads-down.
Mental model
The other surfaces are for thinking. The Dashboard is for doing.
| Surface | Purpose | Typical session |
|---|---|---|
| Inbox | Capture + triage | A few minutes during/after meetings; weekly cleanup |
| Goals | Outcome alignment | Set once per quarter; nudge progress weekly |
| Cycles | Sprint planning | Plan Monday; close Friday |
| Milestones | Release scoping | Update when scope shifts |
| Projects / Issues | The work | Where the actual work lives |
| Dashboard | Focused execution | Open every morning, close when in flow |
If you find yourself making planning decisions on the dashboard (deciding what to work on, what to defer), that's a signal the planning surfaces are stale — the dashboard should already know.
Anatomy
What you see, top to bottom:
1. Today hero + stat bar
A date strip, a greeting, and five counters scoped to you across every project in the workspace:
- Open — issues assigned to you that aren't completed/cancelled
- In flight — issues currently in a
started-category state - Overdue — open issues with
due_date < today - Done today — completed in the last 24h
- Done 7d — completed in the trailing week
The overdue counter goes red when non-zero. Treat it as the one metric that demands action — everything else is informational.
2. Active cycle card
If a cycle is active, you get a single bar showing total / done / open and days left. One click takes you to the cycle detail. If no cycle is active, the card hides itself — that's a hint to either start one or accept that you're between sprints.
3. Today calendar (left column)
An hourly grid auto-populated with the issues you should actually be working on today. The selection rule:
- Overdue issues you own (carried forward — they don't get to hide)
- Due today issues you own
- In progress issues (state category
started) regardless of due date
Issues are de-duplicated, and the time of day they're placed at uses the issue's existing schedule if one is set; otherwise the page leaves them as a flat list at the top.
This is the most important block. If it's empty most mornings, you're missing due dates and priorities — go back and set them on the issues themselves.
4. Goals card (right column)
The five most relevant active or draft goals in the workspace, ordered by nearest target date. Each row shows status, title, progress bar (for measurable goals), and target date. Click any goal to go to /goals — the breakdown helper and detail view live there.
This card exists so you don't lose sight of why while you're knee-deep in what. If your day's work doesn't visibly map to anything in this card, that's worth a moment of pause.
5. Quick actions (right column)
Two things:
- A link to the projects list — handy when the dashboard knows about an issue and you need its surrounding context.
- A
⌘Kreminder — that's how you ask the assistant to do something (create issues, drop things in the inbox, run a breakdown, summarize).
6. My tasks list (full width, below)
Everything you own that's still open, sorted: overdue → today → upcoming (within 7 days) → undated, then by priority within each bucket. This is the safety net under the calendar — if the calendar lies because of stale data, the full list catches it.
A daily rhythm
Morning: 5 minutes on the dashboard
Open the dashboard. Read the stat bar. Resolve overdue items first — either do them, push the due date with reason, or close as won't-do. Then look at the calendar and pick the top two or three to actually do today.
During the day: skip the dashboard
Live in the issue board for your active project, or in cycle/milestone view. Update issue states as you move; the dashboard will reflect it next time you check.
Things land — drop them in the inbox
Customer ping, half-formed idea, bug someone mentioned — ⌘K or a quick visit to Inbox. Do not try to plan it inside the dashboard.
Afternoon check-in
One more look at the dashboard. Anything in "In flight" that didn't move in 4+ hours? Either close it out, push it, or write a note about what's blocking.
End of day
Glance at "Done today" and "Done 7d" — they're the only retrospective signal you need from the dashboard. The rest of the retro lives in the cycle close-out on Friday.
What the dashboard intentionally does not do
- It doesn't show projects you don't own work in. Project-level metrics live on the project page itself.
- It doesn't show the inbox. Inbox triage is a separate decision from execution; mixing them is how things rot.
- It doesn't let you reassign or reschedule issues from the calendar. Click into the issue. The dashboard is a viewport, not a planner.
- It doesn't show goals you didn't create. Goal cards are filtered to
active/draftonly — completed goals stop cluttering the view automatically.
This restraint is the point. The dashboard's job is to make execution boring and obvious. The interesting work — the trade-offs, the prioritization, the saying-no — happens on the surfaces upstream.
When the dashboard is wrong
A noisy or unhelpful dashboard is almost always an upstream symptom. Quick diagnostics:
| Symptom | Likely cause | Where to fix |
|---|---|---|
| Calendar always empty | No due dates set | On each issue, in the project board |
| Overdue counter stays large | Items that should be closed as won't-do | Cycle close-out; ruthlessly archive |
| Goal card empty but you have goals | All goals stuck in completed or no active ones |
Goals page — activate the right ones |
| "In flight" stays at 0 forever | Team isn't moving issues into started states |
Update issue state when you start work |
| Same five tasks every morning | Stale priorities, no recent triage | Inbox + cycle planning |
| Workspace switch shows no goals | Goals are scoped to the active workspace | Workspace switcher in the sidebar |