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Category
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Due within:
Project Category Owner Due By Priority Latest Update
Analytics
Project health overview across all restaurants
Total Projects
Active
Overdue
Completion Rate
Project Health by Restaurant
Completions — Past 6 Months
Projects by Owner
Active Projects by Category
Visit Tracking — Current Quarter
Administration
Manage dropdown lists, restaurants, and portfolio settings.

Dropdown Lists

Categories

    Project Types

      Travel Roster


        Restaurants

        Restaurant Portfolio


        Restaurant Inbox

        Danger Zone

        Clear Completed Projects

        Permanently remove all projects marked as complete. This cannot be undone.

        Export Data

        Download all project data as a JSON file for backup or migration purposes.

        Import / Restore Data

        Restore from a previously exported JSON file. Existing records with matching IDs will be overwritten.

        Project Details
        Description

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        Progress Notes
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