Project Dashboard
Learn how to navigate the stage-based project dashboard and manage PRDs through their lifecycle.
Last updated: March 1, 2026Project 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:
| Stage | PRD Statuses | What It Means |
|---|---|---|
| Plan | Draft, Ready for Confirmation, Ready | Planning work, awaiting implementation |
| Build | In Progress, Changes Requested | Active development work |
| Test | In Review, Approved to Commit | Testing and review phase |
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:
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:
| Status | Available Actions |
|---|---|
| Draft | Edit (via planner), Archive |
| Ready for Confirmation | Review & Confirm, Edit, Archive |
| Ready | Start Building, Review/Refine, Archive |
| In Progress | Resume Work, View Progress, Release Claim |
| Changes Requested | Resume Work, View Feedback, Release Claim |
| In Review | Review Progress, Request Changes, Approve |
| Approved to Commit | Commit & 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:
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
Related Articles
- Session Navigation — Managing agent conversations
- PRD Archive — Accessing completed and archived PRDs
- Session Takeover — Admin session management