Feature
Start the day with a pipeline that matches how you work.
Your morning view: who matters and what to do next.
Composable home surface over your graph.
Customisable cards, a configurable priority pipeline, pins for people and projects, reminders, a note-to-self strip, and rule-based insights—so the first screen answers “who needs you?” and “what matters now?”
Custom cards, pins, reminders, and light insights so the home screen answers “who needs me?” at a glance.
Dashboard sections reorder per user; pipeline cards read from the same SwiftData store as people and projects. Pins are entity shortcuts; reminders use the in-app scheduler.
Dashboard / Today (screenshot coming soon)
Dashboard / Today (screenshot coming soon)
Dashboard / Today (screenshot coming soon)
Why it matters Why it matters Data model & behavior
- Reorder and tune dashboard sections to your role
- Pins for fast access to key people and projects
- Scheduled reminders and follow-up surfacing
- Insights for blind spots (missing sponsors, quiet teams, stale touchpoints)
- Arrange sections to match your job
- Pin key people and projects
- Reminders and nudges in one place
- Section layout persisted locally
- Pins reference Person / Project records by ID
- Insight rules evaluate stored fields (sponsors, activity recency)
How teams use it In practice Implementation notes
The dashboard is designed as a daily command surface for your relationships and commitments—not a static report.
Pipeline-style layouts help you scan high-priority work, blocked items, and the people behind them in one pass.
Works alongside Timeline and Kanban: each view is for a different question.
Think of it as a daily dashboard for relationships—not a static report.
Use it with Timeline and Kanban when you need more detail.
Not a separate analytics tier—cards query the same model as list views.
Pairs with Timeline for chronological replay and Kanban for project state.