Understanding the Home Page
Your personal daily dashboard — tasks, time, and expenses filtered to you.
Home is your personal starting point in Agency OS — everything here is filtered to you. Organisation-level dashboards live in their own sections (Sales Dashboard, Team Workload, Revenue Dashboard).
Page subtitle: "Your daily snapshot — meetings, tasks, and time in one place."
What's included
Home has three tabs, each focused on a different dimension of your personal work:
My Work
Your upcoming meetings, task summary, and task list
My Time
Your billable hours, active timer, and time log
My Expenses
Your project expense log
My Work (default tab)
My Work is the tab you'll land on every time you open Home. It's built around four sections, stacked top to bottom.
My upcoming meetings
A section for tracking your scheduled meetings.
CTA: "+ New Meeting" (top right)
Empty state: "No meetings coming up. Add one manually, or connect your calendar via Make or Zapier to sync them automatically."
Meetings added here are personal log entries. For automatic sync, connect your Google Calendar or Outlook to Agency OS via Make or Zapier — new calendar events will create meeting records automatically. See Customising Your Agency OS for setup details.
Task Summary
Three KPI stat cards showing the state of your tasks:
Due soon — tasks with a due date approaching
Overdue — tasks past their due date and not yet done
Missing Due Date — tasks assigned to you with no due date set
The Missing Due Date card is a useful nudge — tasks without due dates are invisible to workload views and easy to forget.
My Tasks
Your personal task list, filtered automatically to you.
Sub-text: "Filtered to you. Grouped by status."
Filters: Search · Filter Project · Filter Priority · Filter Client
CTA: "+ New Task"
Tasks are grouped by status. Click any task to open it, update its status, log time, or add a comment.
Empty state: "There are no ongoing tasks. Tasks will appear here once a project manager assigns work, or create one yourself."
Completed Tasks
A section showing your recently completed tasks — useful for a quick end-of-day review or to confirm that what you marked done is recorded correctly.
My Time
Tab header text: "Track and manage your time, so hours are always accurate and ready to bill."
My Time is your personal time tracking hub.
Two KPI stat cards
Billable Hours (sub-label: "Last 4 weeks") — total hours logged in the past 4 weeks
Billable Value (sub-label: "Last 4 weeks") — hours × your Hourly Rate for the same period
These update as you log time — your personal contribution to the agency's Total Billable Value.
Active timer
The timer prompt shows: "No active timer. Pick a task to start tracking."
Click the My Tasks button to jump to your task list and start tracking against a specific task. Time logged this way links automatically to the task, project, and client — no manual linking needed.
Time log
Sub-text: "All tracked hours. Edit or add entries anytime."
Filter: Filter Task
CTA: "+ Log Time" — for manual time entries when you forgot to start the timer
The time log shows all your entries in reverse chronological order. Click any entry to edit the hours, task, or date.
My Expenses
Section title: "Project Expenses Log"
Sub-text: "Track and manage your project expenses, so your costs are always accurate and ready to bill."
CTA: "+ New Expenses"
Log any project-related expense here — travel, software, supplies, client lunches. Each expense links to a project and rolls up to the project's Expenses tab and the organisation-level Team Expenses page in Financials.
Make it yours
Home works out of the box for every team member on Day 1. If you want to adapt it:
Sync your calendar: Connect Google Calendar or Outlook via Make or Zapier so meetings appear automatically in "My upcoming meetings" — no manual entry needed.
Customise task filters: In Build Mode, adjust the default filters on My Tasks to match how your team typically works (e.g. default to a specific project or priority level).
Add expense categories: If your team logs expenses in categories not currently in the list, add them in Build Mode → Expenses table → Category field.
See Customising Your Agency OS for the full guide.
Tips
Start the day on My Work. Check the three Task Summary KPI cards first — Due soon, Overdue, and Missing Due Date. These three numbers tell you what needs attention before you open a single task.
Use the active timer, not manual entry. Starting the timer when you pick up a task keeps your billable hours accurate. Manual entries at end-of-day rely on memory — and memory is unreliable after 6 hours of work.
Missing Due Date is a signal, not a decoration. If that card is non-zero, your tasks are invisible to Team Workload. Ask your project manager to set due dates, or set them yourself — it takes 10 seconds and makes workload planning possible.
My Time shows the last 4 weeks, not all time. If you need to see billable hours across a longer period, go to Financials → Team Billables and filter by your name.
What's next?
Home gives you your personal view. When you need the organisational view — who's overloaded, what's overdue across the team, how the pipeline is performing — head to the relevant section:
Team workload → Projects & Delivery → Team Workload page
Sales performance → CRM & Sales → Sales Dashboard
Revenue overview → Billing & Expenses → Revenue Dashboard
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