Article Summary
Use the Project Overview Dashboard to track project progress, view team member workload, monitor compliance breakdown, and send reminders for outstanding responses. Click any metric to filter the Project Editor view for quick navigation to specific responses.
Estimated Time
~2-5 minute per review
Prerequisites
Active project with responses
Project Owner, Editor, or Reviewer role
Understanding of project status and team assignments
Step-by-Step Instructions
Step 1: Access the Project Overview
Navigate to the Project Editor for your active project.
Click the Project Overview tab.
The Project Overview Dashboard opens.
Step 2: Review Key Metrics
The dashboard displays the following information:
Project Information:
Overall Progress (number of responses approved versus total required)
Project due date
AI Draft Rate (percentage of AI-generated content)
Outstanding Comments count
Progress Tracking:
Task Breakdown by user
Outstanding responses by status (Draft, Pending, Approved)
Visual progress bars for each user, section, and file
Response counts by category
Step 3: Monitor Team Workload
Review the user breakdown section.
View each team member's:
Total assigned responses
Responses by status (Draft, Submitted, Approved)
Progress bar showing completion percentage
Identify team members with heavy workloads or bottlenecks.
Step 4: Send Reminders (Optional)
Locate users with outstanding responses.
Click the Send Reminders button next to their name.
System sends notifications via email, Slack, or Teams.
Use for responses overdue for editing or review.
Step 5: Filter and Search
Use the keyword search bar to find specific users, sections, or files.
Apply filters to narrow down the view.
Review filtered metrics.
Step 6: Navigate to Specific Responses
Hover over any metric (user name, section, file, response category, compliance status, or count).
Click the metric.
System redirects to the Project Editor with a filtered view applied.
View only the responses matching your selection (e.g., Tom's Submitted responses).
Click Clear in the Project Editor to reset filters and return to full view.
Example: Click on the "60" under "Submitted" for Tom in the screenshot below...
You will be brought back to the Project Editor with a filtered view of Tom's responses that are status "Pending":
Select Clear to reset your Project Editor view of any filters and continue working on your project.
💡 Tips & Best Practices
Review Project Overview daily for active projects
Check progress bars to identify stalled work
Send reminders proactively before deadlines
Monitor AI Draft Rate to understand automation effectiveness
Click metrics to jump directly to relevant responses
✋🏼 Common Mistakes to Avoid
Not reviewing Project Overview regularly - missing bottlenecks and delays
Sending reminders too frequently - creates notification fatigue
Ignoring outstanding comments - blocks progress and approval workflows
Need Help?
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📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en