> ## Documentation Index
> Fetch the complete documentation index at: https://docs.apollospace.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard — overview

> The Apollo Space home — primitives to create, widgets to track, Chief of Staff agent always at hand.

It's 9:04 on a Monday. You open Apollo Space and the screen already knows the
shape of your week: the tasks due today, this month's revenue against expenses,
the next two events before lunch — and your Chief of Staff, one keystroke away,
ready to take the first thing off your plate.

That screen is **Home**: the front door to your company's operating system.
Everything you create, track, or hand to an agent starts here — the work that
used to live in ten browser tabs now lives on one.

## Home is your starting point

When you log in to [app.apollospace.ai](https://app.apollospace.ai),
the **Home** screen greets you with a time-of-day personalized message and
three clear areas:

1. **Create** — new primitives in one click (Folder, Board, Document, CRM)
2. **Widgets** — consolidated view of your tasks, finances, calendar,
   and agent
3. **Sidebar** — navigation by surface (Tasks, Chats, Integrations,
   Routines, Folders, Archived)

<Frame caption="Apollo Space Home — greeting, Create (4 primitives), widgets, and sidebar with Routines + Integrations + Folders">
  <img src="https://mintcdn.com/moonxi/z3rA2OrEYpv93OQO/images/dashboard-home.png?fit=max&auto=format&n=z3rA2OrEYpv93OQO&q=85&s=e137e7897d5fdbebd61aea91705704b5" alt="Apollo Space Home — overview" width="1743" height="939" data-path="images/dashboard-home.png" />
</Frame>

## "Create" block — 4 primitives

At the top of Home, 4 cards invite you to create:

<CardGroup cols={2}>
  <Card title="Folder" icon="folder">
    A container for organizing boards, documents, and pipelines in your
    operation. Supports hierarchy (subfolders) + saved filters.
  </Card>

  <Card title="Board" icon="square-kanban">
    Kanban with customizable columns. Each column is a status; each
    card is a task with description, assignee, due date, and attachments.
  </Card>

  <Card title="Document" icon="file-lines">
    Rich-text editor (markdown + WYSIWYG). Inline embeds for images,
    lists, tables, and mentions of leads/agents/members.
  </Card>

  <Card title="CRM" icon="users">
    New lead pipeline + activities. See
    [Native CRM](/en/features/crm) for full details.
  </Card>
</CardGroup>

## Home Widgets

Below "Create," the widget area consolidates what matters:

<CardGroup cols={2}>
  <Card title="My tasks" icon="list-check">
    Tasks assigned to you in the last 6 weeks. Clicking a task
    opens the board it lives in.
  </Card>

  <Card title="Velocity and throughput" icon="chart-line">
    Team productivity metrics (tasks closed per week,
    average time in each column). Useful for retros and planning.
  </Card>

  <Card title="Financial summary (month)" icon="wallet">
    Revenue, Expenses, and Profit for the current month — aggregated in
    the org's native currency. Most useful for teams that track finances
    in Apollo Space (plans with finance active).
  </Card>

  <Card title="Cashflow" icon="chart-area">
    A 6-month time series — visualizes trends over time.
  </Card>

  <Card title="Chief of Staff agent" icon="robot">
    Your org's Chief of Staff (each org names their own — e.g., "JARVIS",
    "Athena", "Tina"). Shows status (active / paused) and opens the chat
    directly on click.
  </Card>

  <Card title="Shortcuts" icon="keyboard">
    Quick keyboard commands:

    * `⌘K` — Search (any resource in the org)
    * `⌘N` — New folder
    * `⌘J` — Open the Chief of Staff in chat

    Works on any screen, not just Home.
  </Card>

  <Card title="Week schedule" icon="calendar">
    Integrated events (Google Calendar / Outlook via Composio) +
    task deadlines for the current week.
  </Card>
</CardGroup>

<Tip>
  **The Home layout is customizable.** The **Customize** button in the
  top right lets you hide widgets that don't apply to your workflow,
  reorder them by relevance, or resize them.
</Tip>

## Sidebar — primary navigation

| Item             | Purpose                                                                                   |
| ---------------- | ----------------------------------------------------------------------------------------- |
| **Search**       | Global search (`⌘K`) — leads, tasks, agents, documents, activities                        |
| **Home**         | This screen (greeting + create + widgets)                                                 |
| **My tasks**     | Consolidated view of tasks assigned to you, across all boards                             |
| **Chats**        | Conversations with agents — any persona in the org                                        |
| **Integrations** | Connect Twilio, Composio, Tavily, Apify, etc.                                             |
| **Routines**     | Recurring tasks / schedules (cron-like) — e.g., "send weekly report every Friday at 6 pm" |
| **Folders**      | Folder hierarchy, boards, docs, pipelines                                                 |
| **Archived**     | Archived items (not deleted — recoverable at any time)                                    |

## The header

At the top of the screen, left to right:

* **Organization selector** — when you belong to more than one,
  switch between them here (URL updates to `/{slug}`)
* **Notifications** (bell) — recent org events (pending approvals,
  WhatsApp replies, triggered caps)
* **Inbox** (envelope) — direct messages + forwarded emails
* **Calendar** — shortcut to the week schedule
* **Light/dark toggle** — visual preference (persists per user)
* **User avatar** — profile menu, personal settings, sign out

## How Home behaves by role

| Role       | Featured widgets                                               | Permissions                       |
| ---------- | -------------------------------------------------------------- | --------------------------------- |
| **Owner**  | Financial summary + Cashflow + Team velocity + critical alerts | Sees everything, edits everything |
| **Admin**  | Velocity + Agent activity + Config shortcuts                   | Sees everything, edits config     |
| **Member** | My tasks + Calendar + Shortcuts                                | Day-to-day operations             |
| **Viewer** | Aggregates (no action buttons)                                 | Read-only                         |

## Keyboard shortcuts

Work on any screen in Apollo Space:

| Key             | Action                  |
| --------------- | ----------------------- |
| `⌘K` / `Ctrl+K` | Global search           |
| `⌘N` / `Ctrl+N` | New folder              |
| `⌘J` / `Ctrl+J` | Open the Chief of Staff |

<Info>
  On Linux/Windows, shortcuts use `Ctrl` instead of `⌘` (Cmd on Mac).
</Info>

## Getting started

<Steps>
  <Step title="Open the Chief of Staff">
    Use `⌘J` or click the agent card on Home. Send a concrete request
    to get a feel for its tone.

    **Expected result:** chat opens with the persona configured for
    your org.
  </Step>

  <Step title="Create your first folder">
    Use `⌘N` or click **Create → Folder**. Use it to organize
    the project's boards and documents.

    **Expected result:** new folder appears in the sidebar +
    success notification in the corner.
  </Step>

  <Step title="Connect an integration">
    **Integrations** in the sidebar → choose WhatsApp / Composio /
    Tavily / Apify. See
    [Set up WhatsApp](/en/guides/set-up-whatsapp) or
    [Composio](/en/integrations/composio).
  </Step>

  <Step title="Invite your team">
    **Settings → Members → Invite**. See
    [Invite your team](/en/guides/invite-team).
  </Step>
</Steps>

## Need help?

<CardGroup cols={2}>
  <Card title="Technical documentation" icon="book" href="/en/concepts/agents">
    Concept details: agents, pipelines, Stars, multi-tenant.
  </Card>

  <Card title="Direct support" icon="envelope">
    Email: **[support@apollospace.ai](mailto:support@apollospace.ai)**. Response during business hours.
  </Card>
</CardGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Settings" icon="gear" href="/en/dashboard/settings">
    Where to manage members, integrations, agents, and billing.
  </Card>

  <Card title="Quickstart" icon="rocket" href="/en/quickstart">
    10-minute tutorial from zero to your first agent.
  </Card>
</CardGroup>