Dashboard — Your Mission Control
Welcome to your Dashboard — the beating heart of your Loki experience. Think of it as your personal mission control center, where every important metric about your productivity, finances, habits, and time comes together in one beautifully designed view.
What You'll See
Your Dashboard is divided into four intelligent quadrants, each focusing on a key area of your life:
🎯 Top Left: Tasks
- Today's task completion status with real-time progress
- Visual task completion percentage with color-coded indicators
- Quick add task button for instant task creation
- Smart sorting options (A-Z, priority, project, area)
💰 Top Right: Finance
- Today's financial snapshot showing income vs expenses
- Net cash flow calculation with green/red indicators
- Quick expense logging with category auto-suggestions
- Income tracking with detailed breakdowns
🎯 Bottom Left: Habits
- Active habit tracking with completion status
- Streak visualization for consistent habits
- Multi-type habit support (binary, multiselect, text)
- Color-coded habit indicators for quick status recognition
⏰ Bottom Right: Time
- Today's time logs with project/area assignments
- Real-time duration tracking
- Project color coding for visual organization
- Quick time entry with smart suggestions
How to Use Your Dashboard
Getting Started
- First Visit: Your Dashboard starts clean — this is your opportunity to begin tracking
- Add Your First Task: Click the "+ Add Task" button in the top-left quadrant
- Log an Expense: Use the finance section to track your first expense or income
- Create a Habit: Set up habits you want to track daily
- Record Time: Start logging how you spend your time
Pro Tip: Your Dashboard becomes more powerful as you add data. The AI assistant learns from your patterns and provides increasingly personalized insights.
The AI Assistant
At the top of your Dashboard, you'll find Loki's AI Assistant — your personal productivity advisor.
What it does:
- Answers questions about your data and patterns
- Provides insights on productivity trends
- Suggests optimizations for better performance
- Explains charts and metrics in plain English
How to use it:
- Click the chat interface at the top of your Dashboard
- Ask questions like:
- "How did I do this week?"
- "What are my biggest expenses?"
- "Which habits am I struggling with?"
- "How much time did I spend on work projects?"
Understanding the Visual Indicators
Your Dashboard uses color psychology to help you understand your data at a glance:
Task Completion
- 🟢 Green (80-100%): Excellent performance
- 🟡 Yellow (60-79%): Good, room for improvement
- 🟠 Orange (40-59%): Needs attention
- 🔴 Red (0-39%): Requires immediate focus
Financial Health
- 🟢 Positive numbers: Income or savings
- 🔴 Negative numbers: Expenses or losses
- 💙 Blue highlights: Net positive cash flow
Habit Streaks
- ✅ Checkmarks: Completed today
- ⭕ Empty circles: Not yet completed
- 🎯 Colored indicators: Based on habit's assigned color
Advanced Dashboard Features
View Switching
Use the Dashboard View Switcher in the top navigation to toggle between:
- Overview: The main four-quadrant view (default)
- Projects: Deep dive into project-specific metrics
- Fields: Analysis by life areas/categories
Real-Time Updates
Your Dashboard updates automatically as you:
- Complete tasks throughout the day
- Log expenses or income
- Mark habits as complete
- Record time blocks
Chart Interactions
Most charts in your Dashboard are interactive:
- Hover over data points for detailed information
- Click chart elements to drill down into specifics
- Use the navigation controls to view historical data
Daily Workflow Recommendations
🌅 Morning Routine
- Check your Dashboard — see yesterday's completion status
- Review today's tasks — understand your priorities
- Plan your time blocks — allocate time for important projects
- Set intention for habits — which habits will you focus on today?
🌙 Evening Review
- Complete pending tasks — mark what you finished
- Log any missing expenses — keep financial data current
- Mark habit completions — maintain your streaks
- Review the day's time logs — see where time actually went
Remember: Your Dashboard is only as powerful as the data you feed it. Consistent daily updates lead to incredibly valuable insights over time.
Troubleshooting Common Issues
"My Dashboard looks empty"
This is normal for new users! Start by:
- Adding a few tasks for today
- Logging a recent expense
- Creating one habit to track
- Recording a time block
"The charts aren't showing much data"
Charts become more meaningful with time. After a week of consistent use, you'll start seeing valuable patterns and trends.
"I made a mistake in my data"
No problem! Click on any task, expense, habit, or time entry to edit or delete it directly from the Dashboard.
Next Steps
Once you're comfortable with your Dashboard:
- Explore the Today section for focused daily management
- Set up your Week view for broader planning
- Configure Habits for long-term behavior tracking
- Try the Intelligence features for AI-powered insights