Dashboard
Review important work, project health, billing, time, and approvals from one place.
Dashboard
The Dashboard gives you a quick view of important work across the TDCFlow. Use it to understand what needs attention before opening individual modules.
Navigation
Open Dashboard from the main sidebar, or go to /dashboard.
What You Can See
Depending on your permissions, the dashboard may show:
- Active projects.
- Open and overdue tasks.
- Pending invoices.
- Overdue invoices and outstanding amounts.
- Logged time summaries.
- Approval or work alerts.
Dashboard Cards
| Card | Use it for |
|---|---|
| Active projects | Review current delivery work and project health. |
| Tasks | Find overdue, due soon, or assigned work. |
| Time | Check logged hours, missing time, and timesheet status. |
| Billing | Monitor invoices, credit notes, and outstanding amounts. |
| Approvals | Act on pending review requests. |
| Reports | Open saved dashboards and performance views. |
Common Workflows
Review Your Day
- Open the Dashboard.
- Review overdue tasks and upcoming work.
- Check pending approvals or billing items.
- Open the relevant project, task, invoice, or approval.
Spot Delivery Risk
Look for:
- Overdue tasks.
- Projects with at-risk or off-track health.
- Invoices that are overdue.
- Missing or unsubmitted time.
- Pending approvals blocking billing or delivery.
AI Copilot Tips
Try asking:
- "What should I work on next?"
- "Which projects need attention?"
- "Show me overdue work."
- "Summarize my pending approvals."