Overview
The Project Dashboard is your central hub within a project for monitoring activity, managing workflows, and staying on top of important tasks. When you enter a project, the Dashboard provides quick access to items needing attention.
Dashboard Sections
The Dashboard contains two main tabs:Inbox
Messages and notifications requiring your attention.
Agents
Automated tasks and workflows running on your behalf.
Navigation
Access the Dashboard:- Click Dashboard in the project sidebar
- You’ll be directed to the Inbox by default
- Use tabs to switch between:
- Inbox - Messages and notifications
- Agents - Automated workflows
Issues & Attention Items
The Dashboard surfaces items that need your attention:Contract Issues
| Issue Type | Description |
|---|---|
| Expiring Soon | Contracts expiring within 30 days |
| Option Deadlines | Approaching option exercise dates |
| Missing Information | Contracts with incomplete extraction |
| Failed Processing | Documents that need manual attention |
Processing Issues
| Issue Type | Description |
|---|---|
| Queued Documents | Contracts waiting to be processed |
| Failed Extractions | Documents that couldn’t be processed |
| Paused Documents | Documents requiring user input |
| Statement Errors | Statements with processing issues |
Timeline
The Dashboard provides a timeline view of important dates:Upcoming Events
| Event Type | Description |
|---|---|
| Contract Expirations | When contracts end |
| Option Dates | When options must be exercised |
| Payment Deadlines | Accounting period dates |
| Renewal Windows | Contract renewal opportunities |
Timeline Filters
Filter timeline events by:- Date range (next 30, 60, 90 days)
- Event type (expirations, options, payments)
- Contract type