Dashboard & Threads
The Dashboard tab gives you an at-a-glance view of project health, while the Thread tab provides a persistent discussion feed where the team posts updates, asks questions, shares feedback, and records decisions.
Start your day on the Dashboard: Check the activity chart for the past two weeks, review unresolved feedback, open any Quick Action to generate a status update or meeting agenda — all without leaving the project.
Dashboard
The Dashboard is the first thing you see when you open a project. It combines stats, insights, recent activity, and AI-powered quick actions into a single view.
Getting Started Checklist
When you first create a project, the Dashboard shows a Getting Started checklist to guide you through initial setup. The checklist is visible only to editors and disappears once all steps are complete.
Add project items
Attach meetings, documents, tasks, or other items
Navigates to the Items tab
Create a project definition
Describe your project scope, goals, and context
Navigates to the Definition tab
Create your first spec
Add a detailed spec to capture requirements or designs
Opens Darcy Chat with a spec creation prompt
Start a discussion thread
Post an update, question, or decision for your team
Navigates to the Thread tab
A progress bar tracks how many steps you've completed.
Project Overview
A four-panel card (bento layout) summarizes the current state of the project. Click any panel to navigate to its tab.
Definition
Whether a definition exists (Active / Not started)
Specs
Total spec count with breakdown by status (Draft, In Review, Approved, Superseded)
Threads
Total thread count with breakdown by type, plus count of unresolved feedback
Items
Total item count with breakdown by type (Meetings, Documents, Artifacts, Tasks, Lists, Scoping)
Activity Chart
A 14-day stacked area chart shows project activity over time. Each data series represents a different category:
Threads — new thread posts per day
Meetings, Artifacts, Tasks, Lists, Scoping — items added per day
Hover over the chart for daily tooltips. The chart helps you spot quiet periods and track engagement across the team.
Insights
Three insight cards sit below the overview:
Team
Number of shared users, avatar row of team members (with tooltips showing name and role), and a "View team" link that opens the share panel
Meetings
Count of linked meetings, the next upcoming meeting date, how many days since the last meeting, and a link to open the most recent meeting
Definition Freshness
Whether the definition and specs have been updated within the last 30 days. Stale content is flagged with a warning — click to navigate to the Definition tab
Recent Activity
A feed of the most recent thread entries with:
Author name (or "Darcy" for agent-generated threads)
Thread type badge
Timestamp
Markdown content preview (truncated to two lines)
Click any entry to navigate to the Thread tab.
Quick Actions
On desktop, a sidebar of eight preset prompts appears to the right of the dashboard content. Click any action to open Darcy Chat with the corresponding prompt:
Create a Sales to Delivery Handoff
Handoff document with expectations, deliverables, timelines, and risks
Write a project status update
Summary of progress, blockers, and upcoming priorities
Draft a meeting agenda
Agenda with topics, decisions, action items, and time allocations
Summarize all meeting notes
Consolidated summary of key decisions and action items
Identify project risks and blockers
Analysis of definition, specs, and threads for potential issues
Summarize the project scope
Concise stakeholder-ready scope overview
Write a stakeholder email update
Professional email with status, milestones, and attention items
Review and improve a spec
Gap analysis across all specs with improvement suggestions
Thread
The Thread tab provides a persistent, typed discussion feed for the project. Threads replace scattered emails and Slack messages with a centralized, searchable record of team communication.
Thread Types
Every thread post is tagged with a type so the team can filter and find what they need:
Update
Share progress, milestones, or status changes
"Completed the database migration to staging today"
Question
Ask the team for input or clarification
"Which authentication provider should we use?"
Feedback
Provide inline comments on the definition or specs (also created via the feedback workflow)
"Section 3 needs more detail on error handling"
Decision
Record a decision that was made, with context
"Decided to use PostgreSQL for the primary store"
Composing a Thread
Click inside the text area at the top of the Thread tab
Select a thread type chip (Update, Question, Feedback, or Decision)
Write your post in the text area
Click Post
Posts support rich text and are rendered as Markdown.
Filtering and Searching
Search
Filter threads by content text
Type toggles
Show or hide specific thread types
Date range
Filter to All time, Last 7 days, Last 30 days, or Last 90 days
Filters are applied in combination and update results in real time.
Timeline View
Threads are displayed in a day-grouped timeline — each day is a collapsible section showing all posts from that date. Each thread entry displays:
Author — user name or "Darcy" for agent-generated posts
Type badge — color-coded thread type
Source indicator — distinguishes between user and agent posts
Definition/spec metadata — if the thread is feedback linked to a specific section
Resolved badge — for feedback threads that have been acknowledged or declined
Editing and Deleting
Your own posts: Click a thread to open it in a floating panel with a rich text editor. Make changes and save, or delete the post with confirmation.
Others' posts: View in read-only mode in the floating panel.
Connection to Definition Feedback
When someone leaves inline feedback on the Definition or Specs tab (using the text selection comment workflow), a feedback thread is automatically created and appears in the Thread tab. These threads include metadata about which section heading the feedback references.
Best Practices
Check the Dashboard weekly
Use the activity chart and insights to spot stale content, quiet periods, or unresolved feedback
Use Quick Actions for reports
Generate status updates and meeting agendas directly from the Dashboard instead of writing from scratch
Tag thread types correctly
Use Decision for decisions, Question for questions — this makes filtering reliable over time
Keep threads actionable
Include next steps or mention team members when posting updates
Review freshness warnings
When the Dashboard flags stale definitions or specs, schedule time to update them
Pro Tip: Use the "Weekly Status Report" automation in the sidebar to have Darcy generate and email a comprehensive status update every Friday. You can also trigger one on demand from the Quick Actions panel.
Last updated
Was this helpful?