Desk template · Managers, freelancers and anyone juggling several projects or clients at once.
Multi-project dashboard desk: every project, what’s due and what’s stuck
one desk that looks into the others — a Portal per project desk (a live window you click to dive in), Tasks and Calendar widened to Everywhere, the Attention queue, and a project register Table with Metrics — so the weekly portfolio view needs no copying between files. Distinct from status-report (one project) and weekly-reset (personal loops).
What goes on the desk
- Portal widgets, one per project desk (the Portal is listed in desk overview and add a widget
- wiring is in canvas link widgets)
- Attention widget set to everywhere (needs the Attention layer on) (widget attention)
- Tasks widget on Everywhere, grouped by when (widget tasks)
- Calendar widget on Everywhere (in beta) (widget calendar)
- Table ‘Projects’ (Project, Owner, Status (single select), Next milestone (date), RAG (single select)) (widget table)
- Metrics counting projects by status from the table (widget metrics)
- Card ‘This week’s focus’ (widget card).
Set it up
give each project its own desk first (desk create) and keep them in a room (room create); then build this desk; on Home add Stalled desk, Overdue radar and Pulse (home widget stalled desk, home widget overdue radar, home widget pulse).
- Create a desk named for the real outcome, client or deadline.
- Add the suggested widgets and rename each one for the job it performs.
- Bring in the existing files or tables before inventing another copy of the information.
- Set a due date, add the first visible next action, then save the arrangement as a template if you will repeat it.
Use it day to day
on Monday scan the Portals and the register and click into whichever needs you; on Friday update the RAG column.
A useful desk should reduce copying. Keep each changing fact in one widget, and let charts, summaries or views read from that source.
A worked starting point
Fictional example. Create the desk, add three real items that are already in motion, then use one full work cycle before changing the layout. At the end, remove anything you did not consult and add only the object that would have prevented a real interruption.
Where Plexii helps
mark related desks so Plexii’s answers put them first and see what changed since your last visit (desk related desks); Resume on each project desk before switching (desk resume); a Portal wired into a Desk agent gives the agent that whole desk to work from, with results as cards (canvas link widgets, widget desk agent).