Proyex consists of several main views, each serving a specific purpose:

• Dashboard

• Tasks

• Projects

• Project views (e.g., board, calendar, files, revisions)

• Digital Deliverables

• Time tracking

Dashboard (Starting Point)

The dashboard is your starting point and gives you a quick overview of your work.

Here you can see, for example:

• your tasks

• current projects

• activities

The dashboard is perfect for starting and planning your day. You can also customize it.

Learn more about the dashboard here: "The dashboard - your overview at a glance".

Tasks (your focus on work)

The Tasks view shows you all tasks across all projects.

Here you can:

• see what’s coming up today or this week

• filter by deadlines

• Prioritize tasks

This view is especially helpful if you want to know what needs to be done next.

Projects (the big picture)

In the project view, you can see all your projects at a glance.

Here you can see:

• which projects are active

• how far along they are

• where you currently stand

This view is ideal if you tend to work on a project-based basis.

Views within a project

When you open a project, you have several views to choose from.

Board (Kanban)

Displays tasks visually by status (e.g., open, in progress, done).

Calendar

Displays tasks with deadlines in a timeline view.

Files

Here you’ll find all project files organized into folders.

Revisions

This is where your entire feedback and approval process takes place within a project.

Important:

These views always refer to a single project.

Digital Deliverables

Here you can see all deliverables with deadlines and statuses.

This view is especially helpful when you’re working with clear deliverables.

Time Tracking

In Time Tracking, you can see:

• how much time you’ve invested in projects

• how your work is distributed

Ideal for monitoring, analysis, and billing.

You can find more information here: "Time recording - recording and evaluating working times".

How the views are related

All views largely access the same data. They just display it differently.

Example:

• A task appears in the task view

• in the project

• on the board

• and in the calendar

So you decide for yourself how you want to view your work.

Which view is the right one?

There is no “best” view; it depends on your workflow.

• Dashboard: Overview and Getting Started

• Tasks: Focus on to-dos

• Projects: Overview of progress

• Project views: concrete implementation

Many users combine multiple views depending on the situation.