Support Center/Project Dashboard

Project Dashboard

Learn how to navigate the stage-based project dashboard and manage PRDs through their lifecycle.

Project Dashboard

Your project dashboard provides a clear view of all work in progress, organized into three distinct stages that mirror your development workflow: Plan → Build → Test.

Overview

The dashboard displays three stage cards that group your PRDs (Product Requirements Documents) based on their current status:

  • Plan 📋 — PRDs being planned or awaiting implementation
  • Build 🔨 — PRDs being actively implemented
  • Test ✅ — PRDs in testing and review phase

Each stage card shows all relevant PRDs without pagination, so you can see your entire workflow at a glance.

Stage Card Layout

Visual Design

Each stage card has:

  • Stage name and icon at the top
  • PRD count badge showing how many items are in that stage
  • PRD list with all items in priority order
  • Responsive layout that stacks vertically on narrow screens

Stage Mapping

Your PRDs are automatically organized based on their status:

StagePRD StatusesWhat It Means
PlanDraft, Ready for Confirmation, ReadyPlanning work, awaiting implementation
BuildIn Progress, Changes RequestedActive development work
TestIn Review, Approved to CommitTesting and review phase
Note: Completed and archived PRDs don't appear on the main dashboard. Access them via the View Archive link.

PRD Display

PRD Information

Each PRD in the stage cards shows:

  • Title of the PRD
  • Priority badge (Critical 🔴, High 🟡, Medium 🔵, Low ⚪)
  • Story count indicating scope
  • Live session indicator when someone is actively working

Sort Order

PRDs are sorted by:

  • Priority (Critical → High → Medium → Low)
  • Last updated date (most recent first)
  • Live Session Indicators

    When someone is actively working on a PRD, you'll see:

    • 🟢 Live pulse — Active work happening now (heartbeat within 30 seconds)
    • 🟡 Claimed indicator — PRD is claimed but no recent activity
    • User avatar showing who is working

    Hover over the indicator for details like "[Name] is working on this" or "[Name] claimed this 2 hours ago".

    Context Menu Actions

    Click any PRD to open a context menu with actions appropriate for that PRD's status and your permissions.

    Action Matrix

    The available actions depend on the PRD's current status:

    StatusAvailable Actions
    DraftEdit (via planner), Archive
    Ready for ConfirmationReview & Confirm, Edit, Archive
    ReadyStart Building, Review/Refine, Archive
    In ProgressResume Work, View Progress, Release Claim
    Changes RequestedResume Work, View Feedback, Release Claim
    In ReviewReview Progress, Request Changes, Approve
    Approved to CommitCommit & Complete, Reject (back to review)

    Permission-Based Actions

    Your available actions also depend on:

    • Ownership — You have full access to PRDs you created or claimed
    • Organization role — Admins have additional options like session takeover
    • Current claim status — Whether someone else is actively working on the PRD

    View Archive

    At the bottom of the dashboard, you'll find a "View Archive" link that opens a modal with:

    • Completed tab — PRDs that have been successfully implemented
    • Archived tab — PRDs that were archived without completion

    See the PRD Archive article for full details on managing archived PRDs.

    Empty States

    When a stage has no PRDs, you'll see:

    • Plan: "No PRDs in planning"
    • Build: "No PRDs in development"
    • Test: "No PRDs in testing"

    This is normal when you're just getting started or when all work has moved to the next stage.

    Best Practices

    Managing Your Workflow

    • Keep Plan populated — Always have upcoming work ready to begin
    • Limit Work in Progress — Avoid having too many PRDs in Build simultaneously
    • Move through Test quickly — Review and approve completed work promptly

    Using Session Indicators

    • Check live indicators before claiming work to avoid conflicts
    • Coordinate with teammates when you see active work happening
    • Use session takeover only when necessary

    Priority Management

    • Critical items should move through stages quickly
    • Lower priority items can wait if higher priority work needs attention
    • Balance quick wins (low priority, small scope) with important features

    Troubleshooting

    PRDs not appearing in expected stage

    Check the PRD's exact status in its detail view. The status might not be what you expect, or it may have been recently changed by another team member.

    Session indicators not updating

    Session indicators refresh automatically. If they seem stale:

  • Check your network connection
  • Refresh the page
  • Verify the other person is still actively working
  • Context menu not showing expected actions

    Your available actions depend on:

    • Your role in the organization
    • Whether you own/have claimed the PRD
    • The organization's session policies
    • The PRD's current status

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