Dashboard¶
The Dashboard is your personal landing page in KANAP. It gives you a quick overview of your tasks, projects, time logged, and recent activity — all in one place. You can customise which tiles appear and how they behave.
Where to find it¶
- Click the KANAP logo or navigate to
/ - This is the default page after login for non-admin users.
- No special permissions are required to view the dashboard itself, but individual tiles depend on your access rights.
Quick actions¶
At the top of the dashboard you'll find shortcut buttons for common actions:
- Create Task — opens the task creation flow. Requires
tasks:memberor higher. - Log Time — opens a quick dialog to log hours against a project. Choose a project, enter the hours, pick a category (IT or Business), and optionally add notes. Requires
portfolio_projects:memberor higher. - New Document — opens the Knowledge creation flow so you can start a blank document or create one from a published template. Requires
knowledge:memberor higher. - Settings (gear icon) — opens the dashboard settings to choose which tiles to show.
Dashboard tiles¶
The dashboard displays a grid of tiles, each showing a different aspect of your work. Tiles are laid out in a responsive grid (three columns on large screens, two on medium, one on small).
My Tasks¶
Shows your assigned tasks grouped by urgency:
- Overdue — tasks past their due date (highlighted in red)
- Due This Week — tasks due within the next 7 days
- Later — everything else
Each task shows its title, linked project (if any), due date, and priority badge when the priority is above normal. Click a task to open its workspace.
Displays up to 5 items total across the three groups.
Requires: tasks:reader
Projects I Lead¶
Lists projects where you hold a leadership role (IT Lead, Business Lead, IT Sponsor, or Business Sponsor). Each project shows:
- Your role
- Current project status (colour-coded)
- Next milestone and its target date, if set
Displays up to 5 items.
Requires: portfolio_projects:reader
Projects I Contribute To¶
Lists projects where you are a team member. Each project shows:
- Your team (IT Team or Business Team)
- Current project status
- Number of tasks assigned to you in that project
Displays up to 5 items.
Requires: portfolio_projects:reader and tasks:reader
Recently Viewed¶
Shows items you have recently opened across the application — projects, requests, applications, assets, interfaces, connections, contracts, tasks, OPEX and CAPEX items. Each entry shows the item name, its type, and when you last viewed it.
Recently viewed items are stored locally in your browser and are specific to your user and tenant. Click Clear to reset the list.
Displays up to 5 items.
Requires: No special permissions (items you cannot access are automatically hidden).
My Time Last Week¶
Displays a summary of time you have logged over a recent period:
- Total hours logged (prominently displayed)
- Breakdown by category — IT, Business, and Other Tasks
- Top projects — a bar chart of the projects you spent the most time on
Settings: Time period in days (7–30).
Requires: portfolio_projects:reader and tasks:reader
New Requests¶
Shows portfolio requests created within a recent period. Each request shows the name, requester, creation date, and a priority badge if the priority score is above 80.
Displays up to 5 items.
Requires: portfolio_requests:reader
Knowledge¶
Shows two Knowledge-focused sections:
- To Review — documents where you are the active reviewer or approver
- Last 5 Accessed — the last five Knowledge documents you opened on this browser for the current tenant and user
Requires: knowledge:reader
Team Activity¶
Shows recent project activity on projects where you are involved.
Requires: portfolio_projects:reader
Project Status Changes¶
Shows the latest project status changes from the last few days.
Requires: portfolio_projects:reader
Stale Tasks¶
Shows tasks that have not been updated for a long time, with support for personal, team, or global scope.
Requires: tasks:reader
Customising your dashboard¶
Click the Settings icon (gear) in the top-right area of the dashboard to open the settings dialog.
From here you can:
- Enable or disable tiles — check or uncheck each tile to control what appears on your dashboard
- Reset to Defaults — restore the original tile selection
Only tiles you have permission to view appear in the settings list. Changes are saved to your account and persist across sessions and devices.
If all tiles are disabled, the dashboard shows a message prompting you to enable tiles in settings.
Tips¶
- Start with defaults: The dashboard ships with a useful set of tiles already enabled. Try it for a few days before customising.
- Use quick actions: Creating a task or logging time from the dashboard saves you navigating away from your overview.
- Check overdue tasks daily: The My Tasks tile highlights overdue items in red so nothing slips through the cracks.