Dashboard Overview
The home page of PrimeTask - a customisable dashboard with a header, four stat cards, and 11 widgets covering tasks, projects, focus, activity, and quick notes, with per-Space layout and Setup Wizard presets.
The Dashboard is the page you see when you open PrimeTask. It pulls together everything you might need at a glance - your task counts and progress, your projects' status, what's due today, what's overdue, your focus stats, recent activity, quick notes, and quick actions to create new things. The whole layout is customisable per Space (your Work Space's dashboard can look completely different from your Personal Space's), and the Setup Wizard offers four pre-built layout presets to get you started.
Dashboard is Space-specific
Each Space can have its own tasks, projects, widgets, and saved Dashboard layout.
What you can do
See your day at a glance
with the header (avatar, welcome, date, animated progress ring) and four stat cards (Total Tasks, Completed, Active, Overdue)
Drop into any task with one click
every stat card and widget item is interactive
Customise the layout per Space
show, hide, or reorder any widget; each Space has its own layout
Pick from four Setup Wizard presets
(Minimal, Balanced, Productivity, Full) - chosen for you based on your role during onboarding, and changeable any time
Use 11 widgets
covering everything from upcoming tasks and focus mode to quick notes, scheduling insights, and Apple Reminders
Launch new things from the header
Create Task, open the Setup Wizard, edit the layout, jump to Settings
Stay informed
the header includes the same notifications bell as the sidebar
Hide the header for a content-first view
Open the dashboard from anywhere
sidebar, command palette, or just by clicking the PrimeTask icon
How to open the Dashboard
- Sidebar - click the Dashboard entry at the top of the sidebar
- Command palette - press ⌘+K (or Ctrl+K) and search for dashboard
- App launch - the Dashboard is the default page when PrimeTask starts
What's on the page
The Dashboard has three layers, top to bottom:
1. The Dashboard Header
The header is always at the top - it doesn't move and isn't part of the customisable widget grid. It contains:
- Your avatar and a personalised welcome
- Today's date
- An animated progress ring showing your overall completion (completed tasks / total tasks)
- A Notifications bell with unread count
- A Setup Wizard button (re-runs onboarding)
- A Layout Editor button (opens the dashboard customisation modal)
- A Settings button
- A Create Task button (full button on wider screens, icon-only in compact mode)
For the full breakdown, see Dashboard Header.
2. The four stat cards
A row of four large cards immediately below the header:
| Card | Shows | Subtitle metric |
|---|---|---|
| Total Tasks | Total task count | New this week |
| Completed | Completed task count | Completed this week |
| Active | Active (in progress) task count | Active due this week |
| Overdue | Overdue task count | New overdue this week |
Each card is clickable - opens a tasks modal filtered to that scope. Each subtitle has its own badge click that filters more narrowly (e.g., "new this week" only). See Stat Cards Widget.
3. The widget grid
Below the stat cards is a two-column grid of widgets you can show, hide, and reorder. PrimeTask ships with 11 widgets (full list with one-line descriptions in Widgets Overview):
- Project Overview - your top projects with health and progress
- Upcoming Tasks - tasks due in the next 7 days
- Today's Focus - tasks scheduled to start today
- Scheduling Insights - active window, starting soon, missing start dates
- Quick Notes - capture-and-list with convert-to-task
- Quick Actions - six fast-create actions
- Task Status Overview - donut chart of your task statuses
- Recent Activity - timeline of recent changes
- Quick Tasks - recent incomplete tasks for quick action
- Reminders - Apple Reminders bridge (macOS only, when enabled)
- Focus Stats - this week's focus time, sessions, streak
Each widget has its own dedicated article for full coverage of what it shows, what's clickable, and how it integrates with the rest of PrimeTask.
Per-Space layout
Each Space has its own dashboard layout. Switch Spaces and the dashboard rearranges to match the layout you've configured for that Space. New Spaces start from a default layout (or the preset you chose during the Setup Wizard).
Layout settings include:
- Which widgets are visible vs hidden
- The order of widgets in each column (left/right)
- Which column each widget belongs to
The layout is saved automatically as you make changes. See Dashboard Layout.
Tune each Space separately
Keep a focused Dashboard for personal work and a broader Dashboard for busy work Spaces.
Setup Wizard presets
When you go through the Setup Wizard during onboarding, PrimeTask offers four dashboard layout presets:
| Preset | Widgets | Best for |
|---|---|---|
| Minimal | 3 | Distraction-free workflows - Upcoming Tasks, Quick Notes, Quick Actions |
| Balanced | 8 | Most users - covers tasks, projects, and analytics without overload |
| Productivity | 10 | Heavy planners and high-touch sales/support roles - adds Scheduling Insights and Quick Tasks |
| Full Dashboard | 11 | Power users wanting everything (includes Reminders if available) |
The Wizard recommends a preset based on the role you select (Personal → Minimal, Project Manager → Balanced, Freelancer → Productivity, Power User → Full, etc.). You can pick any preset regardless of role, and you can always edit the layout later from the Layout Editor button in the header. See Setup Wizard.
Presets are only starting points
Pick the recommended preset if it helps, then change widgets any time from Dashboard Layout.
Things worth knowing
The Dashboard is your home page by default
Opening PrimeTask lands you on the Dashboard. If you'd rather start somewhere else, you can navigate from the sidebar at any time - but the Dashboard is the recommended starting point because it surfaces what needs your attention before you have to go looking.
Stat cards are filtered, not absolute
The four stat cards count tasks across your entire current Space. They include tasks in projects, CRM tasks, personal tasks, and recurring task instances. Switching Spaces switches the stat counts.
Widgets update in real time
Every widget reads live data from your tasks, projects, focus sessions, and activity. Complete a task, log a focus session, or add a project - the relevant widget updates instantly.
Some widgets are conditionally hidden
The Reminders widget only appears when:
- You're on macOS
- The Apple Reminders integration is enabled
- The integration's target Space matches your current Space (or no target is set)
If those conditions aren't met, the widget is automatically hidden from the layout - even if it's marked as visible in your customisation. See Reminders Widget and Integrations Settings.
Some widgets depend on setup
If a widget is enabled in the layout but missing from the Dashboard, check the related feature setup.
CRM Quick Actions hide on Standard tier
The Quick Actions widget normally has six actions. On the Standard tier, the three CRM-related actions (Add Contact, Add Company, Log Activity) are filtered out - leaving you with Create Task, New Project, and View Reports. See Quick Actions Widget.
The header isn't part of the widget grid
The dashboard header - avatar, progress ring, action buttons - sits above the customisable widget grid and can't be reordered. You can, however, press H to hide the header when you want the widgets to take the whole page; press H again to bring it back. The state isn't persisted - every fresh visit to the dashboard shows the header by default.
H toggles the header on every page that has one
Same shortcut works on the Task list, Task Details, Calendar, Gantt, and PrimeFlow. The shortcut is suppressed while you're typing in any input.
See Dashboard Header.
Empty state when no widgets are visible
If you hide every widget, the dashboard shows an empty-state button inviting you to open the Layout Editor and bring widgets back. The header and stat cards remain visible.
Common questions
"Can I have a different dashboard for work vs personal?"
Yes - every Space has its own dashboard layout. Switch Spaces and the layout adjusts. Configure each Space's dashboard the way that Space needs. See Dashboard Layout.
"How do I change which widgets I see?"
Click the Layout Editor button in the dashboard header (or open it from any preset prompt). You can show, hide, and drag-reorder every widget, and pick from four pre-built presets. See Dashboard Layout.
"Why don't I see the Reminders widget?"
Reminders is macOS-only and requires the Apple Reminders integration. Enable it from Settings → Integrations - see Integrations Settings. The widget also respects the integration's per-Space target, so it only shows in the Space tied to your reminders.
"Can I add my own custom widgets?"
Not currently - PrimeTask ships a fixed set of 11 widgets plus stat cards. You can show/hide/reorder them, but there's no API to add custom widgets.
"What's the difference between the dashboard and the Tasks page?"
The Dashboard is a multi-purpose home showing summaries of tasks, projects, activity, focus, and notes. The Tasks page is a dedicated tasks view with full filtering, sorting, multiple view modes (List/Board/Calendar/Gantt), and bulk actions. Use the Dashboard to see what needs attention; use the Tasks page to work on tasks. See Tasks Overview.
"Where do I find Quick Notes?"
The Quick Notes widget is on the dashboard. You can also add a quick note from the app header's input field (top of every page) and view notes as nodes in PrimeFlow canvases. The Dashboard widget is the primary surface - see Quick Notes Widget.
"Can I see my dashboard from another device?"
Your dashboard layout is part of your view preferences and syncs with your other devices via File Sync or iCloud. Each device sees the same layout per Space.
"How do I hide the dashboard header?"
Press H while on the dashboard. The header disappears and the widget grid takes the full page. Press H again to bring it back. The shortcut is suppressed while you're typing in any input. See Keyboard Shortcuts.
Where to go next
| If you want to… | Read this |
|---|---|
| Understand the dashboard header in depth | Dashboard Header |
| Customise your layout (show/hide/reorder/presets) | Dashboard Layout |
| Skim every widget at a glance | Widgets Overview |
| Use the four stat cards | Stat Cards Widget |
| See the donut chart of task statuses | Task Status Overview Widget |
| See tasks due in the next 7 days | Upcoming Tasks Widget |
| See today's start-date tasks and launch focus | Today's Focus Widget |
| See your focus stats and streak | Focus Stats Widget |
| Get insights into your scheduling | Scheduling Insights Widget |
| See recent incomplete tasks | Quick Tasks Widget |
| See your top projects | Project Overview Widget |
| See recent activity across the app | Recent Activity Widget |
| Use the Quick Actions widget | Quick Actions Widget |
| Capture quick notes (and convert to tasks) | Quick Notes Widget |
| See Apple Reminders inline (macOS) | Reminders Widget |
| Pick a dashboard preset during onboarding | Setup Wizard |
| See the welcome guide | Welcome to PrimeTask |