Read your Home dashboard
What each card on Home shows, how to tick off a task from it, and why figures can differ by role.
Home is your starting point each day: what is due, what is at risk and where you left off. Everyone sees their own version.
What is on Home
- Greeting and New project: today's date, and a New project button if you can create projects.
- Figures across the top:
- Admins and managers: Active projects, Revenue booked, Billable hours and Tasks due, each compared with the last period.
- Members: My projects, Tasks due and Billable hours, for your own work.
- Daily brief: a short summary written by Atelier in Techstyles from your meetings, tasks and projects. Click Read full brief to expand it, Regenerate for a fresh one, or Review 2 action items (the number varies) to open them in My Tasks. It shows only when Daily AI Brief is on in your notification settings. See Read your daily brief.
- Needs attention: up to four of your tasks that are overdue or due in the next two days.
- Jump back in: projects you opened recently, marked On track or At risk. A project is at risk when it has an overdue task.
- Calendar: your Google Calendar, by Week or Month. See Connect your Google Calendar.
- Deliveries this week: procurement items due to arrive this week that are not yet delivered. Members see their own projects only.
- Time tracked: your hours this week against your weekly target, day by day.
- Recent activity: the latest updates from across the studio.
- Procurement risk: blocked, at-risk and watched items on projects you can see. Click an item to open it.
- Get set up: the setup checklist, until it is finished. See Use the Get set up checklist.
Tick off a task from Home
- In Needs attention, tick the box next to the task.
- The task is marked Done and the card refreshes.
To open the task instead, click its title. To undo, reopen the task in My Tasks.
Good to know
- Figures on Home can be up to two minutes behind.
- On a phone, the cards stack in one column.
- If Home says "Couldn't load your dashboard.", click Try again.
