Understanding the Home Page

Your daily command center for tasks, time tracking, and agency overview

The Home page is your daily starting point in Agency OS. It gives you instant visibility across all your work, helping you understand priorities, track time, and monitor agency performance—all in one place.

Your Command Center

Think of the Home page as your morning coffee spot. Before diving into specific projects or clients, you come here to get oriented: What needs attention today? What's in progress? How is the agency performing?

Pro Tip: Bookmark the Home page as your browser's homepage. Start every day with a clear view of your priorities.

The Four Tabs

The Home page is organized into four tabs, each serving a different purpose. Click the tab names at the top to switch between views.

Tasks Tab

Purpose: Your personal and team task overview

What You'll See:

Status Cards (Top of Page) Four cards showing task counts:

• Due soon: Tasks approaching their deadline

• In Progress: Currently active tasks

• To do: Tasks waiting to be started

• Completed: Recently finished tasks

These cards give you an instant pulse check on work status.

My Tasks Tasks assigned to you, organized by status. Each task card shows:

• Task title

• Project name

• Due date

• Status badge (To do, In Progress, Done)

• Priority badge (High, Medium, Low)

Ongoing Tasks All active tasks across your entire agency. This section helps you:

• See what the whole team is working on

• Identify tasks that might need support

• Monitor overall delivery progress

• Check on specific projects or clients

Filter Options Two powerful filters help you focus:

• Filter Project: Show only tasks for a specific project

• Filter Priority: Show only High, Medium, or Low priority tasks

Common Use Cases:

• Morning check-in: Review what's due today and this week

• Daily standup: See team progress at a glance

• Prioritization: Identify what needs immediate attention

• Capacity check: See if anyone is overloaded

Click any task to open its detail page where you can update status, add comments, log time, or use action buttons.

Time Tab

Purpose: Track and manage your time

What You'll See:

Time Tracking Interface

• Start/Stop Timer: Real-time time tracking for current work

• Active Timer Display: Shows what you're currently tracking (if any)

• Time Entries List: Your logged hours, organized by date

• Summary Views: Total hours by project, by day, or by week

Key Features:

Real-Time Tracking

1. Click Start timer when you begin work

2. Select the task or project you're working on

3. The timer runs in the background

4. Click Stop when you're done

5. Time is automatically logged and linked to the task/project

Manual Time Entry If you forget to start the timer:

1. Click Add time entry

2. Select the date

3. Enter hours manually

4. Link to task or project

5. Mark as billable/non-billable

View Your Time

• See daily, weekly, or monthly summaries

• Filter by project to see time spent per client

• Review billable vs non-billable hours

• Export for timesheets or invoicing

Common Use Cases:

• Billable hour tracking: Know exactly what to invoice clients

• Project budget monitoring: Compare time against estimates

• Personal productivity: Understand where your time goes

• Timesheet generation: Export for payroll or reporting

Build the Habit: Start the timer as soon as you begin a task. It's more accurate than trying to remember hours at the end of the week.

Overview Tab

Purpose: Admin dashboard with agency-wide metrics

Admin/Manager Only: This tab is typically only visible to users with admin or manager roles. Team members usually don't see this tab.

What You'll See:

Financial Overview

• Revenue metrics: Monthly, quarterly, or yearly revenue

• Outstanding payments: Total invoiced but not yet paid

• Billable capacity: Team utilization rates

• Profit margins: Revenue vs costs

Project Health

• Active projects: How many currently running

• At-risk projects: Over budget or behind schedule

• Upcoming deadlines: Projects due soon

• Project profitability: Budget vs actual by project

Team Capacity

• Team workload: Tasks per team member

• Availability: Who has capacity for new work

• Utilization rates: Billable hours as % of total

Sales Pipeline (may link to CRM Dashboard)

• Opportunity value: Total potential revenue

• Win rate: Closing percentage

• Pipeline by stage: Where opportunities are in the sales process

Common Use Cases:

• Monday morning review: Check agency health at start of week

• Financial planning: Monitor cash flow and revenue

• Resource allocation: See who has capacity

• Executive reporting: Pull metrics for leadership updates

• Capacity planning: Decide if you can take on new projects

Browse Tab

Purpose: Quick navigation and shortcuts

What You'll See:

Quick Links Shortcut tiles or links to frequently accessed pages:

• All Projects

• All Tasks

• Clients

• Billing

• Team

• CRM sections

• Expense tracking

Quick Actions Buttons to create new records quickly:

• New project

• New task

• New client

• New payment

• New team member

Recent Items (may be included)

• Recently viewed clients

• Recently updated projects

• Recently accessed records

Common Use Cases:

• Fast navigation: Jump directly to any section

• Quick record creation: Add a project without navigating through menus

• Accessing favorites: Return to frequently used views

Customize Browse: In Build Mode, you can customize what appears on the Browse tab to include your most-used links and actions.

Choosing Your Starting Tab

Everyone works differently. Here's which tab to use as your default:

Start with Tasks if you:

• Are a project manager or team lead

• Need to track what your team is working on

• Want to see your personal to-do list first thing

• Focus on delivery and execution

Start with Time if you:

• Track billable hours

• Work on multiple projects throughout the day

• Need to log time frequently

• Want to see your time summary regularly

Start with Overview if you:

• Are an agency owner or director

• Need financial and operational metrics

• Make resource allocation decisions

• Monitor overall agency performance

Start with Browse if you:

• Jump between many different areas of Agency OS

• Prefer direct navigation to specific places

• Create new records frequently

Mobile Experience

The Home page adapts for mobile devices:

• Tabs stack vertically

• Cards resize for smaller screens

• Filters condense to dropdowns

• Start/stop timer is easily accessible

• Navigation remains in sidebar (collapsible)

Mobile Time Tracking: Install Agency OS as a Progressive Web App (PWA) on your phone to quickly start/stop timers on the go.

Customizing Your Home Page

In Build Mode, you can customize:

Tasks Tab:

• Which status cards appear

• Default filters and sorts

• Which task fields show on cards

• Add custom views or groups

Time Tab:

• Default time entry form fields

• Summary calculations

• Time entry list columns

• Date range defaults

Overview Tab:

• Which metrics and charts display

• Dashboard layout

• Chart types and data sources

• Date ranges for calculations

Browse Tab:

• Which links appear

• Quick action buttons

• Organization and grouping

• Custom navigation

Common Workflows

Morning Routine

1. Open Home page > Tasks tab

2. Check "Due soon" count

3. Review "My tasks" for today's priorities

4. Scan "Ongoing tasks" for team updates

5. Start timer for first task of the day

Weekly Review

1. Open Home page > Overview tab (if admin)

2. Review revenue and outstanding payments

3. Check project health and at-risk items

4. Assess team capacity for upcoming week

5. Plan resource allocation

Daily Time Logging

1. Open Home page > Time tab

2. Start timer when beginning work

3. Switch timer when changing tasks

4. Stop timer at end of work session

5. Review daily total before logging off

Task Updates

1. Open Home page > Tasks tab

2. Click on a task in your list

3. Use Start button to move to "In Progress"

4. Add comment with update

5. Click Complete when done

6. Return to Home page to see updated counts

Tips for Maximum Efficiency

For Individual Contributors

• Set Tasks as default tab: See your work immediately

• Use filters liberally: Focus on one project at a time

• Start timers immediately: Don't rely on memory

• Update task status frequently: Keep the team informed

For Project Managers

• Monitor "Ongoing tasks": Keep pulse on team delivery

• Filter by project: Review specific client work

• Check "Due soon" daily: Prevent deadline misses

• Use Overview tab weekly: Track project health

For Agency Leaders

• Start with Overview tab: See business metrics first

• Check Tasks for bottlenecks: Identify capacity issues

• Review Time for utilization: Ensure billable targets

• Use Browse for quick access: Jump to any section fast

Related Features

Learn more about features accessible from the Home page:

• Projects & Delivery - Detailed project and task management

• Billing & Expenses - Financial tracking referenced in Overview

• Team Management - Team capacity and workload

• Customizing Your Agency OS - Personalizing the Home page

Master the Home Page: Spending just 5-10 minutes on the Home page each morning keeps you oriented and in control. It's the most important page in Agency OS.