Dashboard

Your work at the top, and the part of the organization your role covers below.

The Dashboard is the first thing you see when you open SixGrid — and everyone lands on the same one. The top of the page is always your own work: your to-dos, your upcoming milestones, your projects. Below that, if your role covers part of the organization, you'll see a rollup of it. That's the whole shape.

My To-dos

Shows your open to-do assignments across all projects, sorted by urgency (most urgent first). Only to-dos assigned to you (via the Assign to dropdown on the To-dos tab) appear here. Each to-do shows:

The to-do title
Which project it belongs to (click to jump to that project)
A color-coded due date indicator (see Due Date Color Indicators)
A status dot showing whether it's not started (gray), in progress (blue), or blocked (red)

Up to 10 to-dos are displayed. If you have more, a count tells you how many additional items exist.

Upcoming Milestones

Shows key checkpoints from your projects that are coming up. Each milestone shows:

The milestone title
Which project it belongs to
A color-coded due date indicator
The milestone status (Not Started or In Progress)

Up to 5 upcoming milestones are displayed, sorted by the nearest due date first. When a milestone is due within 3 days, SixGrid also sends an email notification to project leaders and organization admins. See Email Notifications.

My Projects

Shows the projects you're a member of as cards in a grid. Each card shows:

The project name
Your role on the project (e.g., Project Leader, Team Member)
The project's group (if assigned)
A status badge (Idea, Active, Completed, or Archived)

Projects are sorted with Active projects first, then Idea, Completed, and Archived. Up to 6 project cards are shown, with a "View all projects" link if you have more.

These three sections are always on the page, for everyone. If you have no to-dos, no upcoming milestones, or no projects yet, the section doesn't disappear — you'll see a friendly empty state telling you so, with a pointer to what to do next.

Note: The sample project doesn't appear in My To-dos, Upcoming Milestones, or My Projects — these sections stay focused on your real work. It's always available from the Welcome card and the Projects page.

The Organization Rollup

Below your own work, the Dashboard rolls up the part of the organization your role is accountable for:

Team members and project leaders — the page ends after your work. No company figures.
Managers — a rollup of the groups you manage, dollars included, with a by-group breakdown.
Executives, owners, and admins — the whole company's rollup, right on the page you land on.

If you don't see company numbers on your Dashboard, nothing is broken — your role doesn't include them.

The Dollars

The organization section shows the same money row as the Program view — Total COPQ, Hard savings (with "of which $X captured"), Soft savings, Total costs, and Net hard savings — plus the "% of the opportunity" line and the status strip. Managers get it over their groups; executives, owners, and admins get the whole company. Below it, By group lists each group with its COPQ, so you can see where the opportunity sits. See Financials & COPQ for what each number means and how per-project netting works.

Archived Projects

Archived projects keep all of their data, but their money is not counted in any rollup figure. If a number dropped after you archived a project, that's why — the data isn't gone, it's just set aside.

Last updated September 8, 2026 by Scot.