Getting started

The dashboard

The first thing you see after signing in. It answers one question across every project you can access: what needs you today?

The zeypm dashboard: counts across projects, a panel of your own work, a needs-attention panel listing blocked and overdue items, and a table of projects.
A studio with three client projects. Yours will differ.
  1. Project rail. Every project you have access to. Projects are flat — there are no nested folders to navigate.
  2. Counts across everything. Open, in progress and blocked across all your projects at once, plus what came in and went out over the last seven days.
  3. Your work. Only what is assigned to you, from every project, so you do not have to visit each one to find your own list.
  4. Needs attention. Blocked work, anything overdue, and projects that have gone quiet. A blocked item names what is blocking it.
  5. Projects. One row per project with its client, counts, current milestone and when it was last touched.

Reading “needs attention”

Three different problems share this panel, and they mean different things.

  • Blocked — something is waiting on something else. The tag names the blocker, and often that blocker is the client: content you have not been sent, or approval you have not been given.
  • Overdue — past its due date and still open.
  • Quiet — nothing has changed on the project for a while. That is not a warning; some projects are genuinely waiting on someone else. It is here so a stalled project cannot sit unnoticed behind the ones you touch daily.

Only what you can see. The dashboard is scoped to your access. Project access is all or nothing — you are on a project or you are not — and the dashboard never counts work from a project you are not on.

What is next

Once the dashboard makes sense, the next thing worth understanding is setting up a project, and then which modules it shows — that is what keeps the app small.