Dashboard Overview

Dashboard Overview

The dashboard is your central workspace in MONTON, providing quick access to all features and an overview of your current work status. The interface is designed for efficiency and ease of use across all user roles.

Dashboard Layout

Header Section

Top Navigation Bar:

  • Organization name: Displays your current organization
  • User profile: Access to personal settings and account options
  • Theme toggle: Switch between light and dark modes
  • Notifications: Real-time notifications and alerts
  • Search: Global search functionality across projects and data

Main Menu Sections:

  • Dashboard: Home overview with charts and summaries
  • Work: Projects, calendar, and pipeline management
  • Time: Timesheet, approvals, and license management
  • People: Team management and cost rates
  • CRM: Clients, contacts, and deals management
  • Financials: Invoices and financial reporting
  • Reporting: Analytics and business intelligence
  • Admin: Organization settings (ADMIN users only)

Main Content Area

Dashboard Widgets:

  • Welcome greeting: Personalized welcome message
  • Today’s date: Current date display
  • Weekly hours chart: Visual representation of time tracking
  • Monthly tasks chart: Task completion analytics
  • Quick actions: Fast access to common tasks

Key Features

Real-Time Data

  • Live updates: Dashboard data refreshes automatically
  • Notification system: Instant alerts for important events
  • Status indicators: Visual cues for project and task status
  • Progress tracking: Real-time progress bars and metrics

Responsive Design

  • Mobile-friendly: Optimized for tablets and mobile devices
  • Adaptive layout: Interface adjusts to screen size
  • Touch-friendly: Mobile-optimized interactions
  • Cross-browser: Works on all modern browsers

Personalization

  • Role-based interface: Features shown based on user role
  • Customizable theme: Light/dark mode preferences
  • Language support: Multi-language interface
  • Personal settings: Customizable user preferences

Collapsible sidebar: Click to expand/collapse for more screen space Section grouping: Related features grouped logically Role-based visibility: Menu items shown based on permissions Active state: Current page highlighted in navigation

  • Path tracking: Shows your current location in the app
  • Quick navigation: Click any breadcrumb to go back
  • Context awareness: Displays relevant page hierarchy

Quick Actions

  • Floating action buttons: Quick access to common tasks
  • Keyboard shortcuts: Efficient navigation for power users
  • Search functionality: Global search across all data
  • Recent items: Quick access to recently viewed content

Dashboard Widgets

Weekly Hours Chart

Purpose: Visual overview of time tracking for the current week Features:

  • Bar chart showing daily hours
  • Color-coded by project or task type
  • Interactive tooltips with details
  • Quick link to timesheet entry

Monthly Tasks Chart

Purpose: Task completion trends over the current month Features:

  • Line chart showing task completion rates
  • Milestone markers for important dates
  • Filterable by project or team member
  • Drill-down to detailed task views

Recent Activity

Purpose: Overview of recent actions and updates Features:

  • Chronological list of recent activities
  • User avatars and action descriptions
  • Links to related items (projects, tasks, etc.)
  • Real-time updates as activities occur

Upcoming Deadlines

Purpose: Alert system for approaching deadlines Features:

  • Prioritized list of upcoming due dates
  • Color-coded urgency indicators
  • Direct links to related tasks or projects
  • Customizable reminder settings

Role-Based Dashboard Views

ADMIN Dashboard

Full visibility: Access to all organizational metrics Key widgets:

  • Organization-wide performance metrics
  • User activity summaries
  • Financial overview charts
  • System health indicators

MANAGER Dashboard

Team focus: Emphasis on team and project management Key widgets:

  • Team performance metrics
  • Project status overviews
  • Resource allocation charts
  • Approval queues

CONTRIBUTOR Dashboard

Personal focus: Individual productivity and task management Key widgets:

  • Personal time tracking
  • Assigned tasks and deadlines
  • Project participation status
  • Personal goal progress

GUEST Dashboard

Limited view: Access only to assigned project information Key widgets:

  • Assigned project status
  • Personal task list
  • Basic calendar view
  • Limited reporting access

Customization Options

Theme Settings

  • Light mode: Clean, bright interface for daytime use
  • Dark mode: Reduced eye strain for low-light environments
  • System theme: Automatically matches device preferences
  • High contrast: Enhanced accessibility options

Language Preferences

  • Multi-language support: Interface available in multiple languages
  • Automatic detection: Can detect browser language preferences
  • User override: Manual language selection in settings
  • Real-time switching: Language changes apply immediately

Notification Settings

  • Email notifications: Configure email alert preferences
  • In-app notifications: Real-time dashboard notifications
  • Push notifications: Browser-based alert system
  • Notification categories: Customize by type (tasks, deadlines, etc.)

Performance Features

Fast Loading

  • Optimized rendering: Quick page load times
  • Progressive loading: Content loads as needed
  • Caching: Intelligent data caching for speed
  • Lazy loading: Images and content load on demand

Offline Capabilities

  • Service worker: Basic offline functionality
  • Data synchronization: Automatic sync when connection restored
  • Offline indicators: Clear indication of connection status
  • Local storage: Critical data cached locally

Accessibility Features

Keyboard Navigation

  • Tab navigation: Full keyboard accessibility
  • Keyboard shortcuts: Efficient navigation options
  • Focus indicators: Clear visual focus states
  • Screen reader support: Compatible with assistive technologies

Visual Accessibility

  • High contrast modes: Enhanced visibility options
  • Scalable fonts: Adjustable text sizes
  • Color blind friendly: Accessible color schemes
  • Alternative text: Images include descriptive alt text

Getting Started Tips

First Login

  1. Explore the sidebar: Familiarize yourself with available features
  2. Check your role: Understand your access level and permissions
  3. Update your profile: Complete your user profile information
  4. Set preferences: Configure theme, language, and notification settings

Daily Workflow

  1. Start with dashboard: Review daily overview and priorities
  2. Check notifications: Address any urgent alerts or messages
  3. Update timesheet: Log your work hours and activities
  4. Review tasks: Check assigned tasks and upcoming deadlines
  5. Collaborate: Engage with team members and project updates

Productivity Tips

  • Use keyboard shortcuts: Learn common shortcuts for efficiency
  • Customize notifications: Set up alerts that match your workflow
  • Organize workspace: Arrange dashboard widgets for your needs
  • Regular updates: Keep your status and progress current

Troubleshooting

Common Issues

Slow loading dashboard

  • Check internet connection stability
  • Clear browser cache and cookies
  • Disable browser extensions temporarily
  • Try a different browser

Missing menu items

  • Verify your user role and permissions
  • Contact your organization admin if features are missing
  • Check if you’re in the correct organization context

Widget not updating

  • Refresh the page to force data reload
  • Check if you have permission to view the data
  • Verify that underlying data exists (projects, tasks, etc.)

Getting Help

  • In-app help: Look for help icons and tooltips
  • Documentation: Access comprehensive user guides
  • Admin support: Contact your organization administrator
  • Technical support: Reach out for technical assistance

Next Steps

After familiarizing yourself with the dashboard:

  1. Learn about project management
  2. Understand time tracking features
  3. Explore CRM capabilities
  4. Set up your user preferences