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Co-authored-by: Douglas <douglas.ym.lai@gmail.com> Co-authored-by: Douglas Lai <115660088+Douglasymlai@users.noreply.github.com> Co-authored-by: Cursor <cursoragent@cursor.com> Co-authored-by: Tao Sun <168447269+fengju0213@users.noreply.github.com> Co-authored-by: Weijie Bai <happy.regina.bai@gmail.com>
93 lines
3.7 KiB
Markdown
93 lines
3.7 KiB
Markdown
---
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title: Dashboard overview
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description: Navigate Eigent's Home dashboard and manage Spaces, Projects, Tasks, and Triggers.
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icon: grid-2
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---
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The Home dashboard is the management surface for work across Eigent. Use it to find active work, review history, organize projects, and manage automations without opening each project first.
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## Open the dashboard
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1. Open Eigent.
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2. In the main navigation, select **Home**.
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3. Select **Spaces**, **Projects**, **Tasks**, or **Triggers**.
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The active section appears in the URL, so returning to the same link restores that section.
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> **Screenshot placeholder:** Add a full-width screenshot of the Home dashboard with the four section tabs and toolbar visible. Use sample data that does not contain customer information.
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## Dashboard sections
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### Spaces
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Spaces are top-level work areas. A Space can use an Eigent-managed scratch folder or connect directly to a local folder. Each Space contains projects, tasks, files, and triggers.
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### Projects
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Projects group related tasks and follow-up runs. Open a project to continue its conversation, review files, or inspect agent activity.
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### Tasks
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Tasks provide a cross-project history of requests. Use this view when you know the prompt or task status but not the containing project.
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### Triggers
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Triggers run project prompts on a schedule, through a webhook, or from a supported application event.
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## Use the toolbar
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The toolbar changes the active dashboard section without changing how its items are managed.
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| Control | Purpose |
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| ------- | ----------------------------------------------------------- |
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| Search | Filters the active section by name or prompt |
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| Sort | Sorts by created time, updated time, or name |
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| Grid | Shows visual cards with key metadata |
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| List | Shows compact rows for scanning many items |
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| Board | Groups items into status columns |
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| Create | Starts a blank Space or a Space connected to a local folder |
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Search and sort reset when you move to another section. The selected layout persists for future visits.
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## Understand board status
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Board view organizes work into three operational groups:
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- **Default:** Work that is not currently executing or waiting for review.
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- **Running:** Work with an active task or execution.
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- **Awaiting review:** Work that needs user input or a decision.
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The exact status of a card still appears in its metadata.
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## Start new work
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1. In the Home toolbar, open the create menu.
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2. Choose **Start from scratch** for an Eigent-managed workspace, or **Use local folder** to connect existing files.
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3. Eigent opens the new Space in the Workspace.
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4. Enter a task, select Single Agent or Workforce mode, and send the request.
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> **Video placeholder:** Add a short MP4 showing a user creating a Space, starting a task, and returning to the dashboard to find the new Project and Task. Include captions.
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## Manage existing work
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Cards and rows expose actions appropriate to their type:
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- Rename or delete a project.
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- Open, share, or delete a task.
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- Pause or resume an ongoing task.
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- Edit, enable, disable, or delete a trigger.
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- Open a Space and continue work in its Workspace.
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## Next steps
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<CardGroup>
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<Card title="Spaces" icon="folder-tree" href="/dashboard/spaces">
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Learn how Spaces define file and project boundaries.
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</Card>
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<Card title="Projects" icon="folder-kanban" href="/dashboard/projects">
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Manage persistent project workstreams.
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</Card>
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<Card title="Views and search" icon="table-columns" href="/dashboard/views-and-search">
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Find work and choose the best dashboard layout.
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</Card>
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</CardGroup>
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