Organize includes a Project Dashboard that gives you all the information you need about your most important projects at a glance.
Unlike with a car where the most important things are speed and direction, with a business it's not so easily decided how to measure progress and what the most important things are.
So you need to sit back by yourself and think a moment about what your strategic projects are, what really matters if you don't get it done in the short and the long term. These are the projects you need to put on your personal dashboard!
Tap the Dashboard button in the upper right corner (1) and select from pre-defined Special Folders, like Today, Overdue and Inbox, and your own Projects.
Please don't overload the Project Dashboard! The goal is to give you a quick overview - so try to stick to the 5-10 most imporant things! This is sufficient for most of us. In this case, restriction to the really important stuff is the key to successfully using the Project Dashboard.
The Project Dashboard in Organize shows you the 5 Next Steps (1) for every project added - the 5 tasks you qualified as most important by settings Flags and Priorities. It doesn't show you all the not so critical stuff, but only the most important things to do. So this is your place to start to get things done!
If you need a quick review you can tap on "Next Steps" (2) in the upper right corner to switch between "Next Steps" and "Recently Completed". The Completed view will show you the last 5 tasks you completed for this project.
If you need more information, tap the title (3) - this will bring you directly to your project, so you can review all tasks in detail.
Each Projects title bar has a colored line (4). This line shows you the overall status of your Project as set by you (Traffic Light Status):
Red: Major Problems, immediate Action necessary
Yellow: Problems expected, keep close attention
Green: All tasks in time and no problems expected
The Traffic Light for each Project can be set by tapping the accesory button for a Project as described in the Collection Status section of this manual.