Home dashboard
The page you land on after signing in: a greeting and a shortcut into your projects.
The home dashboard is the first page you see after signing in. It greets you by name and gives you a quick way back into your projects. Choose Dashboard at the top of the sidebar to return to it from anywhere.
What’s on the dashboard#
| Section | What it shows |
|---|---|
| Welcome back | A greeting with your first name, for the organization you are working in. |
| Projects | The number of projects in the organization that you can see. |
| Your projects | Up to five of your projects, each with its name and key prefix. Choose one to open it, or View all to go to the full Projects list. |
In the Everyrealm demo organization, for example, the list shows projects such as Fund III Launch (F3L) and Realm Marketplace (RMK).
Who can use it#
Every member can open the dashboard. The project count and list only include projects your role lets you see.
Permissions
project.viewWhen you have no projects yet#
A brand-new organization shows No projects yet with a link to Create your first one, which takes you to Projects. See Quick start for the steps.
Want a richer overview?
The home dashboard is intentionally simple. For charts and numbers across projects, customers, support or finance, build your own under Dashboards. See Dashboards.
Where else to look each day#
Frequently asked questions#
The dashboard says “Something went wrong”.
The project list could not be loaded. Use the retry option on the card. If you have just switched organization or signed in as someone else, reloading the page also helps.
Can I customize the home dashboard?
Not at the moment. Create a dashboard under Dashboards and star it so it is one click away from Starred.
Still stuck? Search the docs with ⌘K, open Help inside UnitX, or contact support.