Engagement

A built-in feature of Attain OS — included with every app.

Project Dashboard Built From Your Apps

See the tasks, calendar, cases, shopping lists and other items from your project's apps on one dashboard that you arrange yourself.

Unified Organization & Productivity

Widgets From Your Apps

Connected to the same project, people, permissions, and AI context.

Arrange and Resize

Connected to the same project, people, permissions, and AI context.

Quick Add

Connected to the same project, people, permissions, and AI context.

Items Assigned to You

Connected to the same project, people, permissions, and AI context.

Atty does not send a daily digest on its own. You can ask Atty to set up a scheduled summary, such as your open tasks every weekday at 8, which you approve; each result then arrives as a notification for you alone.

Connected to the same project, people, permissions, and AI context.

Working guide

A project dashboard collects the items from one project's apps on a single page, such as the tasks, tickets, cases, calendar events and budget summary that each person needs to see. Attain OS builds it from the apps your project has switched on, and each person can arrange their own widgets. The question to ask is whether everyone can open the project and see what is theirs without searching every app first.

Workflow map

Where each widget sends you

JobAppWhat it does here
Find your assigned tasksTasksThe My Tasks widget lists the tasks assigned to you, and opening one takes you to it. Create, edit and check off tasks in Tasks itself, where assignees, checklists, due dates and labels are set. The widget shows what is on your list; it does not change the task.
Start an item from Quick AddNotesQuick Add starts a new task, note, ticket, case, event or other item from the dashboard. Use it to capture a request the moment it comes up, then add the detail in the app that owns it. A note suits background that does not need its own card.
Check cases that need a replyCustomer CareThe customer care widgets list the cases assigned to you, with a summary for the project. Open a case to read its history and add an internal note. The widget tells you what is waiting on you; the case holds the decision.
Review the coming daysCalendarThe calendar widget shows upcoming events from the project's calendar, next to your tasks. Use it to spot a meeting that falls on a due date before the week starts. Changes to events, RSVPs and reminders happen in Calendar.
Glance at project costsBudgetsThe budget widget shows a summary of the project's costs, so you can see the total before opening the detail. Add and review entries in Budget. The widget is a summary, not a report, so open the app when you need the detail.
In practice

A week of starting from the dashboard

  1. Monday · arrange your starting view

    On Monday you open the project and move the widgets you use most toward the top. Make the budget summary smaller if you only need it at month end, and leave out widgets for apps your project does not use. Your layout belongs to this device, so a phone can keep a different order from your laptop.

  2. Tuesday · start with assigned tasks

    Scan the My Tasks widget and open the two tasks with the nearest due dates. Tick off the checklist steps you finished yesterday, and move any blocked task into a note for the person who can unblock it. Treat the widget as your list of what you have agreed to do.

    Tasks
  3. Wednesday · capture a new request

    A customer asks for a revised quote while you review the project. Use Quick Add to start a task with the customer's name in the title, then add the details in Tasks before you leave your desk. Writing the request down straight away keeps it from living only in your memory.

    Tasks
  4. Thursday · check the cases

    Open the cases widget and look for any case assigned to you that has not moved since your last visit. Open the case, read the history and add a note about your next step. The dashboard counts what is assigned to you; it does not decide which case matters most.

    Customer Care
  5. Friday · look at the week ahead

    Check the calendar widget for next week's meetings and due dates beside your open tasks. If a deadline clashes with a meeting, move the work in its own app and tell the people involved. The dashboard shows the plan; changing the plan happens in the app that owns it.

    Calendar
Start here

Forms and guides that shape daily work

Support ticket request

Decide who sorts each incoming problem before it appears on someone's dashboard as a case.

Executive summary

Decide whether a project status belongs in a short report for decision-makers or stays as a list on the dashboard.

Project brief

Write the goal and limits first, so the tasks that appear on dashboards serve one agreed result.

Mistakes to avoid

Three ways a dashboard misleads a team

Reading a count as a status

A number on a widget tells you how many items are assigned, not whether they are on track. Three open tasks can be three quick jobs or one stalled project. Open the owning app when you need to know the state of the work.

Assuming a widget means shared ownership

Widgets show what is assigned to each person, so a task waiting on someone else can sit unnoticed on the list of the person who must act. Agree who owns each item and make the assignment in the app itself. Confirm it at the next team check-in.

Expecting the same view on every device

Each device keeps its own layout, so an arrangement on a phone does not follow you to a laptop or to a teammate's screen. A widget appears only when its app is switched on in that project, so check the project's apps before you assume data was lost.

Working checklist

Before your team relies on the dashboard

Set it up once

  • Switch on only the apps your project actually uses.
  • Confirm each person sees their own assigned items.
  • Agree which app owns each kind of item the team expects to see.

Each morning

  • Open My Tasks and note the items due today.
  • Check the cases widget for anything assigned to you.
  • Add any meeting the day's items need to the calendar.
What this agreement means

What the Dashboard gives you

  • Each project has its own dashboard, built from the apps that are switched on in that project.
  • Widgets cover tasks, tickets, notes, documents, cases, calendar events, the budget summary, saves and more, and an item assigned to you opens with a click.
  • Quick Add starts a task, note, ticket, case, event or other item from the dashboard.
  • You can drag, resize and auto-organize widgets; each device keeps its own layout, and Reset Device Layout restores the default.
  • The dashboard shows what each app holds. Changes happen in the app that owns the item.

Feature evidence: the dashboard widget list, the Quick Add actions and the layout controls in the project home code. Widgets are summaries of app records, not reports.

Frequently asked questions

What is a project dashboard?

It is one page for a single project that gathers the items from the apps in that project, such as assigned tasks, cases, calendar events and a budget summary. People use it as a starting point and then open the app that owns each item to change it. It shows what exists in those apps; it does not decide what happens next.

Can each teammate see their own items on a shared dashboard?

Yes, inside one project. The task, note, document, ticket and case widgets list the items assigned to the person viewing them, so two teammates see different lists on the same page. Layouts are kept per device, so each person can arrange the page differently.

Is a dashboard a to do list app?

Not by itself. The dashboard shows the tasks assigned to you and lets you start one with Quick Add, but checklists, labels and due dates are edited in Tasks. Use the dashboard to see what is yours and the Tasks app to manage the work.

Does the dashboard report on team workload or performance?

No. It does not produce workload totals, performance reviews or time tracking. The counts on the widgets show how many items are assigned, which helps a person start the day. A team that needs those views should use a tool built for them.

Attain OS BETA