Overview module
The Overview module gives users a starting point for the account or selected context. It can show project lists, status fields, upcoming events, milestones, tasks, and configured widgets.
What the Overview module shows
The content depends on account configuration, enabled modules, permissions, and the context selected in the left navigation. A user may see project status, task activity, calendar items, or other widgets that summarize current work.
In the example screen, the main card shows projects with client, percent completed, contract stage, and project manager. Another card shows upcoming events, milestones, and tasks.
How context affects Overview
The Overview module follows the same context model as other modules. If the user selects a client or project in the left navigation, the Overview content can narrow to that context where widgets support it.
This makes Overview useful as a landing area, not just a dashboard. A project manager can start from a broad account view, select a client or project, and then move into Tasks, Time, Expenses, Documents, Invoices, Calendar, or Reporting with the same business context in mind.
What you can do next
- Review user interface overview.
- Review navigation and filters.
- Review modules.