1.Navigating & Customizing Your Dashboard:

1. Log into Lynx PMIS.

2. Click on Dashboard in the main left navigation bar.

3. Use the Project Filter Dropdown at the top of the dashboard to switch between viewing All Projects or a Specific Project.

4. Review your primary summary widgets:

   • 🟢 Total Tasks: Count of all active work items in your queue.

   • 🟡 In Progress: Tasks currently being worked on.

   • 🔴 Overdue Tasks: Deliverables past their baseline end date.

   • 🔵 Completed Tasks: Verified and finished deliverables.

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[IMAGE PLACEHOLDER: Main Dashboard layout displaying summary cards, status charts, and task list]

2.Tracking Work Items in the Task List Widget:

1. Scroll to the My Pending Tasks section on your Dashboard.

2. Filter tasks by Priority (Critical, High, Medium, Low) or Status.

3. Click directly on any task title to open its detail drawer.

4. Update progress percentage (%) or mark tasks as Completed directly from the dashboard card.

[IMAGE PLACEHOLDER: Dashboard task list widget showing progress sliders and status toggle buttons]

3.Accessing the Project Calendar:

1. From the left navigation menu, click on Calendar.

2. Select your preferred display perspective at the top-right corner:

   • Month View: Macro overview of long-term project schedules and key deadlines.

   • Week View: Micro view of daily operational commitments and resource allocation.

   • Day View: Hourly execution plan for urgent site activities and deliverables.

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[IMAGE PLACEHOLDER: Calendar interface showing Month/Week/Day toggle buttons and color-coded task blocks]

4.Managing Tasks & Rescheduling via Calendar:

1. Color-Coded Status Identification:

   • 🟦 Blue: In Progress

   • 🟩 Green: Completed

   • 🟥 Red: Overdue / High Priority

   • 🟨 Yellow: Pending Review

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3. Rescheduling Tasks: Click and hold a task block, then drag and drop it to a new target date on the grid to update its Due Date automatically.

4. Create New Task from Calendar: Double-click on any empty date cell on the calendar to bring up the Quick Create Task dialog.

[IMAGE PLACEHOLDER: Drag-and-drop task block movement across calendar date cells]

💡 Best Practices for Task & Schedule Management

💡 Check Your Dashboard Daily: Start your workday by checking the Overdue and Due Today widgets on your Dashboard to prioritize critical path deliverables.

💡 Sync Calendar Events: Use the Export Calendar (iCal/Google Calendar) button in the top calendar tool bar to sync Lynx PMIS project deadlines with your mobile phone calendar app.

❓ Frequently Asked Questions (FAQ)

Q1: Why can't I see tasks assigned to other team members on my Dashboard?

A: By default, standard Team Members only see tasks assigned to them on their personalized dashboard. Project Managers and Admins can switch the view toggle from "My Tasks" to "All Team Tasks" in the filter panel.

Q2: Will dragging a task on the Calendar automatically update the S-Curve schedule?

A: Yes. Moving a task date block on the calendar updates its baseline/planned schedule parameters, which instantly syncs across the Workspace, Task List, and S-Curve Analytics modules.

📞 Support & Help Desk

Questions regarding dashboard widgets or calendar sync settings?

• 📧 Email: lynxpmis.support@gmail.com

• 📞 Help Desk: 019-3304704