B-01 - Getting started: your dashboard

Description: 

What the dashboard shows and how to use it to prioritise your work.

Prerequisites:

• You must be logged in through your buyer account. What you see is based on your role and project involvement.

Steps:

1. View an overview of Projects at each stage, Tasks with core statuses and Queries
2. Review your task overview table, showing the top 5 urgent tasks that need your attention, sorted by due date (combining New Project Request and in-delivery tasks).
3. Review notifications of new queries, responses, reassignments and updates.
4. Review the projects in Delivery nearing their end date and the projects nearing budget expiration.
5. Click any task, query, or project to go straight to its detailed view.

The buyer dashboard showing the task overview, query notifications, and project expiry sections.

Tips and best practice:

• The dashboard task KPIs show Overdue, Due Today, and Due This Week.
• Keep your tasks up to date to ensure accurate visibility.
• Respond to queries promptly to keep projects moving.
• Regularly review expiring projects to avoid last-minute issues.

What happens next:

• As a Buyer Project Owner you can start a New Project Request from the dashboard (see B-02).

Related guides: B-02, B-09, B-10