Agiled Docs
Dashboard

Project and HRM Dashboard Widgets

Track projects, task progress, team throughput, and personal attendance.

Project and HRM widgets help teams review delivery progress and personal work status from the dashboard.

Project Stats

Project Stats summarizes project counts, tracked time, team size, and completion rate. Use it near the top of project or delivery dashboards.

Review the widget after project cleanup. Archived, completed, or stale projects can make delivery health look better or worse than the current workload.

Open the project list when the widget count looks wrong. The fix is usually a project status, archive state, missing owner, or stale completion value in the source records.

Project Timeline

Project Timeline compares created and completed project tasks over time. Use it to see whether the team is closing work at the same pace it is being created.

If created tasks are rising faster than completed tasks, open project task views before assuming the team is underperforming. The issue may be scope creep, missing owners, blocked tasks, or stale statuses.

Review the date range before making staffing decisions. A short period can make normal delivery cycles look like a trend.

Team Performance

Team Performance shows per-user project task throughput. Use it for delivery review, but read it with context. A low count may mean a team member is working on larger tasks or work that is not tracked as separate tasks.

Do not use this widget by itself for performance decisions. Pair it with task complexity, time tracking, leave, role, and project context before discussing individual output.

Active Projects

Active Projects lists recently updated active projects. Members can use this widget even without full dashboard-admin access.

Use it on team dashboards so users can quickly open active work.

If important work is missing, check whether the project is active, recently updated, visible to the user, and in the correct workspace.

Clock In/Out

Clock In/Out lets employees track attendance from their dashboard. It shows today's clock-in or clock-out state and a weekly summary when employee attendance is available.

Members can use this widget on personal dashboards.

If the widget is missing or the state looks wrong, check whether HRM is enabled, the user has an employee profile, and attendance permissions are configured.

If clock-in status is disputed, open HRM attendance before changing payroll or timesheet records. The widget is a convenience entry point, not the final audit record.

Dashboard Placement

Place project widgets on delivery dashboards and HRM widgets on employee or manager dashboards. Mixing too many operational areas on one dashboard makes it harder for users to know what needs action today.

Review These Widgets

Before using project or HRM widgets in a leadership dashboard:

  • archive or close stale projects
  • confirm tasks have current statuses
  • check team members on leave or reassigned
  • confirm HRM employee profiles are linked to users
  • compare widget totals with the source module

Use these widgets for attention and review, not as the only source for payroll or performance decisions.

After changing project or HRM records, refresh the dashboard and confirm the widget updates before sharing screenshots or leadership summaries.

Source Check Routine

When a widget number looks wrong, open the matching project, task, employee, or attendance list and filter to the same period. Fix source records before removing or replacing the widget.

On this page