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Views and Dashboard

The same work, the way you want to see it.

Switch between List, Board, Calendar and Timeline on a project, across all projects or on your own work. Open the Dashboard to see the firm, your week and what needs attention.

A project's Board: tasks in columns by status, grouped by person.

Four views

One switch, four ways to look.

  • List

    Tasks by stage or by due date, with filters, sorting and grouping.

  • Board

    Columns by status. Drag a card to move it on; dropping in Done asks for review.

  • Calendar

    Tasks and key dates by month or by week. Drag to change a date.

  • Timeline

    Stages and tasks with what depends on what, and today's line.

Timeline

See the whole programme at once.

Stages, tasks and key dates on one timeline, with the lines between tasks that depend on each other. Drag a task or a stage, and what depends on it moves too, with Undo.

  • Late is visible. “5 days late” wherever a task is listed.
  • Every project. A timeline for one project, and one for all of them.
A project's timeline with stages, tasks, key dates and dependency lines.

Calendar

Every due date in its week.

Tasks and milestones from every project on one calendar, or one project's on its own. Move a deadline by dragging it to another day.

A month calendar of tasks and milestones across projects.

Change many at once

Reassign a whole stage in a few clicks.

Tick the tasks you want, or Shift-click a run of them, and change their assignee, reviewer, due date, stage or status together. Undo puts them back.

  • Your agent too. Ask it to move every drawing task a week, and it changes them in one go.
Several tasks selected in a list, with the bar to change their assignee, reviewer, due date, stage or status.

Dashboard

What needs you, and how the firm is doing.

The Dashboard shows each person the parts they may see: the firm's figures for owners and managers, what needs attention, your projects, your week, the team this week and what your agent did.

  • Figures with a trend. Fees earned, profit, utilisation and capacity ahead, each opening the detail.
  • Needs attention. Projects over their fee, overdue tasks and reviews waiting, each a count that opens the list.
The Dashboard: the firm's figures with trends, and what needs attention.

Charts

A chart over the table it sums up.

A project's fee burn and fee by stage, the firm's money by month, the team's capacity, hours by project or person, and tasks by status. One clear style throughout.

The firm's money: earned and cost by month as a chart, over the table of projects.

And where your own work lives.

  • My work

    Everything given to you across projects, grouped by what needs you first, in any view.

  • All tasks

    Every task of every project you can see, with the same filters and views.

  • Kept for you

    Your filters, sorting and grouping are there the next time you open the list.

Questions

Who can move a task to Done?
Whoever may approve it. Anyone else who drops a card in Done sends it for review instead.
Does everyone see the same Dashboard?
Everyone sees the parts they may see. Members see their own work and projects; the firm's money is for owners and managers.

Bring your next project into Arqiflow.

Run your own projects and people in it free for 14 days, with no card. The agent comes with a plan.