Using the Crew Dashboard

The dashboard is built around a few core controls — a crew picker, a set of date filter buttons, and toggles for include-clients / include-completed. Once you've narrowed the view, the page renders either a comparison grid or a single-member detail accordion.

The Layout

The page has three regions:

Top toolbar

• Page title with speedometer icon
• Breadcrumb (Home → Crew Dashboard)
• Refresh button (right side) — reloads the page with fresh data

Filters & Controls card

A single card at the top of the content area with two columns:

• Left: Crew member multi-select + Include Client Users toggle
• Right: Date filter buttons + Include Completed toggle + quick stats badges

Workload area

Below the filters card, this region renders based on selection:

• Empty state when no members selected
• No data state when selected members have no work
• Comparison grid when 2+ members selected
• Detail view when exactly 1 member selected

The whole page is a Vue.js app (#crew-dashboard-app) — switches modes reactively without page reloads.

The Crew Member Picker

The multi-select on the left lets you pick which members to view.

Default contents

Internal team members (administrators, editors, representatives, technicians, contractors). Each entry shows:

• Display name
• Role (e.g. "Administrator", "Technical Administrator")

The picker shows 8 entries at a time with scrolling for longer lists.

Multi-select interaction

• Click to select one
• Ctrl/Cmd-click to add a second (and third, fourth, etc.)
• Shift-click to select a range
• Click again to deselect

The form text under the picker reminds you: "Hold Ctrl/Cmd to select multiple crew members for comparison."

Live update

Changing the selection triggers loadWorkloadData() — the workload area re-renders within a second with the new selection's data.

Including Client Users

By default, the picker shows internal team only. Toggle Include Client Users to add client-side users (client_basic, client_standard, client_billing, client_admin, author, contributor).

When client users are visible, they're styled differently in the dropdown:

• Internal team: bold weight
• Client users: muted italic

This is useful when you want to see what client-side contributors are working on (e.g. a client_admin user managing tasks for their own company), but most management workflows stay focused on internal team only.

Toggling this calls loadCrewMembers() to refresh the picker, then any selected members reload their workload.

Date Filters

The date filter row (right column) has five buttons. Picking one constrains the view to work matching that urgency:

Button	Color	Includes
Overdue	Red	Tasks past due date
Due Today	Yellow	Tasks due today
Due Tomorrow	Blue	Tasks due tomorrow
This Week	Primary blue	Tasks due in the next 7 days
All Open	Green	All incomplete tasks regardless of date

Only one filter is active at a time. The active button shows in solid color; inactive buttons show in light variant.

Clicking a filter triggers loadWorkloadData() and updates the workload area immediately.

Date filtering applies to tasks

Tickets and projects don't have the same urgency model — they have status. When you apply a date filter, the task counts respect it; ticket and project counts don't change.

For ticket prioritization, use the ticket-side filters in the Ticketing section. For project prioritization, use status filters on the project list.

Including Completed Tasks

Below the Filter Tasks label, an Include Completed toggle expands the view to include completed tasks (which are otherwise hidden by default).

Use it when:

• Reviewing what a crew member finished this week / month
• Auditing past work
• Calculating completion ratios manually

The toggle calls loadWorkloadData() to re-fetch, so totals and the accordion task list update accordingly.

Comparison Mode

When you select 2+ crew members, the workload area renders as a 3-column responsive grid of cards (one per member).

Each comparison card shows

• Header — member name + role
• Three stat tiles in a row:
  • Tasks — total count + overdue badge if > 0
  • Tickets — total count + "X open" detail
  • Projects — total count
• Color-coded primary numbers (Tasks blue, Tickets cyan, Projects green)

Reading comparison mode

Compare across cards visually. If one card shows 25 tasks with 8 overdue and another shows 5 tasks with 0 overdue, the imbalance is obvious in 2 seconds.

Best for

• Pre-meeting reviews ("how is the team distributed this week?")
• Workload balancing decisions
• Spotting anomalies (one person doing 3× the work of others)

Layout

• 3 cards per row on large screens (lg+)
• 2 cards per row on medium screens (md)
• 1 card per row on mobile

Selecting more members keeps adding rows.

Detail Mode

Selecting exactly one crew member switches to detail view — a full-width single-member deep dive.

Top: stats summary

A wider stats panel at the top showing:

• Tasks card with breakdown:
  • Total
  • Ticket Tasks (sub-count)
  • Project Tasks (sub-count)
  • Manual Tasks (sub-count)
  • Overdue (red)
  • Today (yellow)
• Tickets card with breakdown:
  • Total
  • Open
  • In Progress
• Projects card with breakdown:
  • Total Active

A green "completed this week" counter sits above the cards as a velocity indicator.

Below: accordion sections

Three collapsible sections — Tasks, Tickets, Projects — each with a count in the header. See The Accordion Sections below.

The Stats Cards

In detail mode, the three stats cards expose the underlying breakdowns that comparison mode summarizes:

Tasks card

Sub-stat	What it shows
Total	All tasks matching the current filter
Ticket Tasks	Tasks created via "Add as Task" on a ticket
Project Tasks	Tasks auto-created from project card assignment
Manual Tasks	Tasks created directly in My Tasks
Overdue	Tasks past due date (red)
Today	Tasks due today (yellow)

Tickets card

Sub-stat	What it shows
Total	All tickets assigned to this member
Open	Status = Open
In Progress	Status = In Progress / In-Progress

Projects card

Sub-stat	What it shows
Total	All projects this member is part of
Active	Currently active (non-archived) projects

These breakdowns help diagnose where the workload is coming from. A member with 30 tasks where 25 are Project Tasks vs one with 30 tasks where 25 are Tickets faces very different days.

The Accordion Sections

Below the stats, three accordion sections expand on click:

Tasks accordion

Click to expand. Shows a table with columns:

• Task — title (clickable to open in My Tasks), expand button if notes exist
• Client — assigned client (if any)
• Due Date — formatted date
• Priority — color-coded badge (Low / Medium / High / Urgent)
• Recurrence — if the task is recurring
• Related — link to source ticket or project card if applicable

Tickets accordion

Shows a table with:

• Ticket reference
• Subject
• Client
• Status
• Priority
• Last updated

Projects accordion

Shows a table with:

• Project name
• Project number
• Status
• Last modified

Only one accordion section can be expanded at a time — clicking another collapses the current.

The sections only render when their feature is enabled portal-wide. If Projects is disabled in Settings → Core Features, the Projects accordion doesn't appear here.

Expanding Task Notes

For tasks that have notes:

• A small chevron button appears on the left of the task title
• Click to expand the row, revealing the notes inline
• Click again to collapse

Useful for quickly reviewing what a task is actually about without leaving the dashboard. For full task editing, click the task title to open it in My Tasks.

Refreshing Data

The dashboard fetches data when you change selection or filters. To force a refresh without changing anything:

• Click the Refresh button in the top toolbar
• Or use your browser's reload (the page is server-rendered + Vue-powered)

Data is fetched live from REST API endpoints (/clientcove/v1/crew/members and /clientcove/v1/crew/workload) — there's no caching at the dashboard layer. What you see is always current.

Common Workflows

Monday morning workload check

1. Open Crew Dashboard
2. Select all internal team
3. Apply This Week filter
4. Scan comparison cards
5. Spot anyone with > 20 items or > 5 overdue
6. Open the source ticket / task / project to reassign

Pre-1:1 prep

1. Open Crew Dashboard
2. Select the one person you're meeting with
3. Apply All Open filter
4. Review the stats cards
5. Expand each accordion section
6. Take notes on overdue items, blocked work, project deadlines
7. Discuss in the meeting

End-of-week velocity check

1. Toggle Include Completed
2. Select all internal team
3. Apply All Open filter (or no filter)
4. Note the green "completed this week" badges in comparison mode
5. Compare to last week's level
6. Identify trends

Onboarding check-in (week 1)

1. Select just the new hire
2. Detail mode
3. Look at task category breakdown — are they getting Project Tasks (good) or just Manual Tasks (might be siloed)
4. Check for overdue items in week 1 (red flag)
5. Adjust assignments based on what you see