When Should I Use the Project Status Dashboard?
This article explains common real-world use cases for the Project Status Dashboard, including daily check-ins, workload planning, production tracking, and leadership reviews. It helps teams understand how the dashboard supports better decision-making and workflow visibility.
When to Use the Project Status Dashboard
Use this dashboard when you want to:
- Quickly check job progress
- See which jobs are stuck in a particular stage
- Review the volume of active work
- Open a project in seconds
- Create new jobs
- Filter down to specific project types or staff
- Identify what needs immediate attention
- Prepare for internal meetings or huddles
This dashboard is especially valuable for restoration, construction, and insurance-driven workflows, where many projects run simultaneously.
Using the Dashboard for Project Management
The Project Status Dashboard is more than a visual board — it’s built to help you actively manage job flow.
Here’s how teams typically use it:
- Morning check-ins: Supervisors check which jobs are in “New,” “Scheduled,” or “In Production.”
- Estimators review which jobs need estimates or approvals.
- Production teams track which jobs are currently active.
- Managers/Leadership monitor job flow and identify delays or bottlenecks.
- Admins create new projects directly from the dashboard as new leads convert.
Every team member can use the dashboard to get instant clarity on workload and priorities.