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Chasstan Prichard
4d 2h

Option to Access “My Takeoffs” as a Dashboard/Landing Page

Additional Details


Objective:

Allow users to access “My Takeoffs” from the website in a way that displays a dashboard or status view of all projects/takeoffs, rather than automatically loading the last project viewed.


Description:

Currently, when selecting My Takeoffs from the logged-in website navigation, the system directs the user to the most recently opened project. This enhancement would introduce an option to instead open a dashboard view summarizing all projects/takeoffs.


The dashboard could include:

  • Project name and status
  • Date created / last modified
  • Assigned lead/user
  • Quick filters for active, completed, or archived takeoffs (previous "Feature Request")


Proposed Options:

  • User Preference Setting – Add a setting in account preferences to choose the default behavior:
  • Open last viewed project (current behavior)
  • Open “My Takeoffs” dashboard view
  • Secondary Button/Link – Keep current behavior for the existing “My Takeoffs” button but add a separate “Dashboard” or “All Takeoffs” link for direct access to the overview page.


Benefits:

  • Saves time for users who manage multiple projects or takeoffs concurrently.
  • Provides a single view to check project statuses before diving into specific files.
  • Improves navigation by offering flexibility in how “My Takeoffs” is accessed.
  • Ability to just link the Projects Home or “My Takeoffs” instead of one project


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