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.

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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.

Step
Description
Action

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.

Panel
Shows

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Total spec count with breakdown by status (Draft, In Review, Approved, Superseded)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 β€” new thread posts per day

  • Meetings, Artifacts, Tasks, Lists, Scoping β€” 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:

Card
What It Shows

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 β€” 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:

Quick Action
What It Generates

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:

Type
Purpose
Example

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

  1. Click inside the text area at the top of the Thread tab

  2. Select a thread type chip (Update, Question, Feedback, or Decision)

  3. Write your post in the text area

  4. Click Post

Posts support rich text and are rendered as Markdown.

Filtering and Searching

Control
Description

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 β€” each day is a collapsible section showing all posts from that date. Each thread entry displays:

  • Author β€” user name or "Darcy" for agent-generated posts

  • Type badge β€” color-coded thread type

  • Source indicator β€” distinguishes between user and agent posts

  • Definition/spec metadata β€” if the thread is feedback linked to a specific section

  • Resolved badge β€” 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

Practice
Recommendation

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 β€” 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

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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.

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