# 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. {% hint style="success" %} **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. {% endhint %} ## 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exists (Active / Not started) | | **Specs** | Total spec count with breakdown by status (Draft, In Review, Approved, Superseded) | | **Threads** | Total thread count with breakdown by type, plus count of unresolved feedback | | **Items** | Total item count with breakdown by type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** — 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: | 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 — 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** — 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 | 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 — 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 | {% hint style="info" %} **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. {% endhint %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.darcyiq.com/workspace/projects/dashboard-and-threads.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.