Welcome to WorkOwl! Once you log in, your dashboard becomes your home base—where you can view everything happening in your workspace at a glance. From projects and tasks to team activities and notifications, it’s all here to keep you focused and organized.
Step 1: Get Familiar with the Dashboard Layout
When you log in to your WorkOwl account, you’ll land directly on your Dashboard. Here’s what you’ll see:
- Top Navigation Bar: Access your projects, teams, clients, and account settings anytime.
- Sidebar Menu: Quickly switch between modules like Projects, Tasks, Clients, and Reports.
- Main Dashboard View: Displays your active projects, task updates, and recent activity in one place.
- Notification Bell: Shows updates like task mentions, comments, and approaching deadlines.
Tip: Hover over icons to see quick descriptions of what each section does.
Step 2: Personalize Your Dashboard
WorkOwl lets you customize your dashboard so it matches your workflow perfectly.
- Pin Important Projects: Keep your top projects at the top of your dashboard for easy access.
- Choose Display Views: Switch between list, board, or timeline modes—whichever fits your style.
- Adjust Widgets: Hide, move, or reorder dashboard sections like “Tasks,” “Progress,” or “Recent Activity.”
- Add Your Brand: Upload your company logo for a more personalized workspace feel.
Step 3: Monitor Projects & Tasks
The dashboard gives you a real-time snapshot of all your work.
- Project Cards: See project names, due dates, and progress bars at a glance.
- Task Summary: View what’s completed, in progress, or pending.
- Upcoming Deadlines: Quickly identify which tasks need attention soon.
- Recent Activity: Stay updated with new comments, uploads, and updates from your team.
Tip: Click on any project or task to open its full details instantly.
Step 4: Stay Connected with Your Team
Collaboration is at the heart of WorkOwl. Your dashboard keeps teamwork smooth and simple:
- Comment and tag teammates directly in updates or tasks.
- Attach files, images, or links for easy sharing.
- See who’s working on what in real time.
- Use mentions (@username) to instantly notify team members.
Step 5: Stay Informed with Notifications
Never miss a deadline or update again.
- Get instant alerts for new tasks, project changes, or mentions.
- View all notifications in one simple panel.
- Customize how you receive alerts (in-app, email, or both).
Dashboard Recap
✔️ Overview of projects, tasks, and activities
✔️ Customizable views and widgets
✔️ Real-time updates and notifications
✔️ Built-in team collaboration tools
Need Help?
If you have questions or want a walkthrough, head to the Support section in your dashboard or message our help team. We’re always here to guide you through your WorkOwl journey.
Work smarter, collaborate better, and stay organized—all from your WorkOwl Dashboard.