> ## Documentation Index
> Fetch the complete documentation index at: https://docs.withdovetail.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Use the Dashboard to track progress, approvals, upcoming work, recent activity, and unresolved comments across your organization or a selected device.

## What the Dashboard is

The Dashboard gives you one place to monitor the work moving across your organization. You can use it to check overall progress, see what is on your plate, spot documents waiting for approval, review urgent work, catch up on recent activity, and clear unresolved comment threads without jumping between multiple pages.

<img src="https://mintcdn.com/formlyaiinc/tIi-zAy9kBI1e5aC/tutorial-pictures/dashboard-overview.png?fit=max&auto=format&n=tIi-zAy9kBI1e5aC&q=85&s=ef8573d3e715a6ce5eac0a80fb6442fb" alt="Dashboard overview with the device selector, overall progress heading, and dashboard cards visible." width="1440" height="1400" data-path="tutorial-pictures/dashboard-overview.png" />

## Open the Dashboard

Open **Dashboard** from the left sidebar. The page opens with an overall progress summary, then shows the current dashboard cards below it.

<Note>
  If your dashboard is mostly empty, create a device first with the [Create a Device guide](../getting-started/create-a-device).
</Note>

## Change dashboard scope by device

Use the device selector in the page breadcrumb to switch between **All Devices** and a single device. Choose **All Devices** when you want a broad organization view, or choose one device when you want to focus on the work for that product.

When you open the Dashboard without choosing a scope, Formly keeps your active device context when one is already selected. If there is no active device, the Dashboard starts from your latest device.

Changing the device scope updates every card on the page. If you apply filters while looking at one scope, they stay tied to that card and that scope, so your all-device view and your device-specific view can stay focused in different ways.

## Current dashboard cards

The Dashboard currently shows an overall progress heading followed by five cards:

1. **Overall Progress** shows how much of your roadmap is being worked on, how many assigned tasks and unresolved comments need your attention, and how much of the roadmap is in draft, routing, live, or remaining.
2. **Documents Currently Routing** shows documents that are moving through the approval process so you can see what is waiting on review. Learn more about approvals in [Approvals](../eqms/approvals).
3. **Outdated / Due Soon** highlights work with overdue or upcoming due dates so you can triage the most urgent items first.
4. **Open Tasks** shows active work that still needs attention and links you back to the related [tasks](../roadmap/tasks) and documents.
5. **Activity in the Last 7 Days** groups recently completed tasks, fully approved documents, and recently resolved comments into one recent-activity view.
6. **Unresolved Comments** shows documents that still have open comment threads so you can jump back into review conversations quickly.

Many rows in these cards take you straight to the related document or supporting record, which makes the Dashboard a fast starting point before you continue deeper in the [Document Explorer](../eqms/explorer).

## Filter cards

Most list-style cards include a filter button in the card header. Use it to narrow the rows in that card without changing the rest of the dashboard.

<img src="https://mintcdn.com/formlyaiinc/tIi-zAy9kBI1e5aC/tutorial-pictures/dashboard-filters.png?fit=max&auto=format&n=tIi-zAy9kBI1e5aC&q=85&s=fb0ff46e64c41c59fbcae2c474b4bc63" alt="Open Tasks card with the dashboard filter menu expanded." width="1440" height="1400" data-path="tutorial-pictures/dashboard-filters.png" />

Filters apply to the card you opened and the scope you are currently viewing. Depending on the card, you can filter by due date, task status, assignee, document status, author, approver, or recent comment activity. Use **Reset Filters** to return the card to its default view.

## Review comments from the Dashboard

Use the **Unresolved Comments** card to find documents that still need discussion or a final decision. Select the comment button on a row to open a thread preview directly from the dashboard.

<img src="https://mintcdn.com/formlyaiinc/tIi-zAy9kBI1e5aC/tutorial-pictures/dashboard-comments-popover.png?fit=max&auto=format&n=tIi-zAy9kBI1e5aC&q=85&s=94d3430462cf735ecb6559706f1c050d" alt="Unresolved comments card with the thread preview popover open." width="1440" height="1400" data-path="tutorial-pictures/dashboard-comments-popover.png" />

From the preview, you can read the conversation, reply, resolve a thread, or open the full document to continue the review in context. This is a quick way to clear comment backlog without manually searching through folders in the [Document Explorer](../eqms/explorer).

## Best practices

* Start with **All Devices** for a broad triage pass, then switch to one device when you want a focused working view.
* Check **Documents Currently Routing** before review meetings so you know which approvals are still waiting.
* Use **Outdated / Due Soon** and **Open Tasks** together to separate urgent work from the rest of your backlog.
* Review **Activity in the Last 7 Days** after a review cycle or release so you can quickly confirm what changed recently.
* Clear **Unresolved Comments** regularly so review conversations do not block document progress.
