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Getting Started

Understand Your Pipeline Dashboard

Your dashboard is the one place you need to check to know what's stalled, what's ready for you, and what's just waiting on your client.

Projects are grouped by stage

Every project sits in one group — Awaiting Content, Under Review, Needs Client Fix, In Progress, Awaiting Payment, or Completed — with a count badge so you can see how much is piling up in each before you even open it.

The dashboard grouped by pipeline status, showing rows under "Awaiting Content" and "Under Review"

Color tells you what's urgent

Each row shows how long it's sat in its current stage. That age turns amber after three days and red after seven — so a quick glance tells you which clients have gone quiet, without opening a single project.

A close-up of dashboard rows with amber and red time-in-stage indicators

Search and filter

Use the filter dropdown to narrow to one status, or the search box to jump straight to a client or project by name — both update the URL, so a filtered view is one you can bookmark or share with a teammate.