Using The Session Dashboard

Mind Dump Session Dashboard is an analytics and planning view for a single date-centric session. It summarises open and completed work with KPI cards, charts, and task tables and lets you drill into tasks or jump back to the main app with filters already applied.

This manual page covers how to reach the dashboard from the main app sidebar and global navigation menu, prerequisites, every section of the dashboard, interactive behaviour, and the round-trip workflow between the dashboard.

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1. What the Session Dashboard Is

The Session Dashboard answers questions such as:

• How much work is open, overdue, or due today?

• How is open work distributed across due-date buckets?

• How urgent is the remaining workload?

• How many tasks were completed or postponed in the last 30 days?

• Which open tasks are scheduled on the calendar vs unscheduled?

• How much estimated time sits in each due-date bucket?

• How are custom Dropdown fields populated across open tasks?

It is designed for date-centric sessions — the same session type used by the main task list’s date buckets (Overdue, Due Today, Due Tomorrow, and so on). It is not available for alphabetical sessions, knowledge-base sessions in the session picker, or mixed-session views.

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2. Prerequisites

Before the dashboard is useful, you need:

Sessions excluded from the dashboard session dropdown:

• Alphabetical sessions

• Knowledge-base sessions

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3. Accessing the Dashboard from the Main App Sidebar

The primary entry point from the main app is the sidebar in the main app view:

Where to find it

1. Open the main Mind Dump app (index.html).

2. Log in if prompted.

3. In the left sidebar, expand Quick Tools.

4. Click 📊 Session Dashboard.

It lives in the Quick Tools section, alongside Report Builder, Form Builder, and Customise card.

When the button is visible

The Session Dashboard button is hidden by default and only shown when all of the following are true:

1. A session is selected.

2. The current session is date-centric.

3. You are not in Mixed Session view.

When you switch to an alphabetical session, the button is hidden along with the Date Filters sidebar section.

What happens when you click it

Clicking the button calls openSessionDashboard(), which:

1. Verifies that a session is selected.

2. Blocks access if you are in mixed-session mode.

3. Blocks access if the current session is alphabetical.

Sidebar access checklist

Tip: If you do not see the button, check that you have selected a date-centric session rather than an alphabetical or knowledge-base session, and that Mixed Sessions is not active.

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4. Accessing the Dashboard via the Global Menu

Mind Dump includes a Global Navigation Menu.

Opening the global menu

On the dashboard, the header also reminds you:

Press Alt+I (Opt+I on Mac) or use the Menu button for navigation

Session Dashboard in the menu

The global menu includes Session Dashboard as a navigation item:

• Label: (G) Session Dashboard

• Target: dashboard.html

• Keyboard shortcut (menu open): press G

Quick Sessions section

When logged in, the menu may also show up to three Quick Session shortcuts at the top (keys 1–4):

• 1 — Default Session

• 2–4 — Your configured quick session buttons

These shortcuts return to index.html with a session action; they do not open the dashboard directly. Use G or the Session Dashboard menu item for the dashboard.

Differences: sidebar vs global menu

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5. Session Selection

Choosing which session to analyse

After login, the dashboard header shows:

• Session name (e.g. Session Dashboard: Work)

• Session dropdown — switch between your date-centric sessions

• Refresh button

← Back to Main App link to main app window.

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6. Dashboard Layout Overview

Once data has loaded, the page is structured as follows (top to bottom):

1. Header — back link, session name, session selector, refresh

2. KPI stat cards — clickable summary counts

3. Secondary stats bar — rates and aggregate estimates

4. Charts row 1 — Open Tasks by Due Date, Urgency

5. Charts row 2 — Completions (30 days), Due Date Postponements (30 days)

6. Charts row 3 — Scheduled vs Unscheduled, Estimated Time by Bucket

7. Custom Dropdown Fields — one chart per active dropdown custom field (if any)

8. Tables — Due Today, Due Tomorrow, Most Postponed Open Tasks

While loading, a Loading dashboard data... message is shown. Errors appear in a red banner below the header.

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7. KPI Cards and Secondary Statistics

KPI cards (clickable)

Each card navigates to a filtered view in the main app when clicked (see Section 11).

Secondary statistics (informational)

Displayed as a horizontal summary bar:

Date buckets use your timezone from Settings (get_settings API).

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8. Charts

Most charts show a tooltip footer: “Click to filter in main app”.

Open Tasks by Due Date

Horizontal bar chart of open tasks by due-date bucket:

Click a bar → opens the main view with filtered to that date bucket.

Urgency (Open Tasks)

Doughnut chart: Urgent, Normal, Not Urgent (open tasks only).

Click a segment → opens the main app with an urgency custom filter applied.

Completions (Last 30 Days)

Line chart of tasks completed per day.

Click the chart → opens completed tasks in the main app.

Due Date Postponements (Last 30 Days)

Line chart of how many due-date changes occurred per day (from session history API).

Click the chart → opens postponed tasks in the main app.

Scheduled vs Unscheduled (Open Tasks)

Bar chart comparing open tasks that have a calendar schedule vs those that do not.

Click a bar → expands an inline drill-down table on the dashboard (does not leave the page).

The drill-down shows:

• Task text, urgency, estimated time, scheduled date/time

• View in main app — opens filtered scheduled or unscheduled list

• Close — collapses the drill-down

Scheduled times respect your user timezone. Tasks with missed schedule status may show (missed).

Estimated Time by Bucket

Horizontal bar chart of total estimated minutes per open-task due-date bucket.

Click a bar → same date-bucket filter as the Open Tasks chart.

Tooltip labels show human-readable durations (e.g. 1h 30m).

Custom Dropdown Fields

If the session has one or more active Dropdown custom fields, an extra section appears:

Custom Dropdown Fields (click a bar to filter in main app)

One horizontal bar chart per field, counting open tasks per option (including (Not set) for empty values).

Click a bar → opens the main app with a custom-field filter for that option.

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9. Task Tables

Three tables list specific open tasks. Click any row to open the task editor modal on the dashboard.

Tasks Due Today

Open tasks in the today bucket. Columns: Task, Urgency, Est. Time, Scheduled.

Tasks Due Tomorrow

Open tasks in the tomorrow bucket. Same columns.

Most Postponed Open Tasks

Up to 10 open tasks with the highest postpone counts. Columns:

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10. Editing Tasks from the Dashboard

The dashboard embeds the same Universal Task Edit Modal used throughout the app.

• Click a task row in any table, or a task in the schedule drill-down.

• The modal opens.

• After you save changes, the dashboard automatically refreshes.

If the editor cannot load, an error banner explains the problem.

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11. Drilling Through to the Main App

Many dashboard elements are navigation shortcuts. When you click them, Mind Dump drills down to the relevant session data and runs and applies the filter. A banner appears at the top of the task list, for example:

• Dashboard filter: Due today

• Dashboard filter: Urgency: Urgent

• Dashboard filter: Status: Active

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12. Returning to the Dashboard

Back link

Click ← Back to Main App in the dashboard header to return to index.html without clearing filters on the main app.

Clear filters and return

When you arrived from the dashboard, the main app filter banner shows:

✕ Clear filters & return to dashboard

Clicking it:

1. Clears all unified filters and search

2. Removes returnToDashboardOnClearFilter from session storage

3. Navigates back to dashboard.html?session_id=<sessionId>

This gives you a clean round-trip: dashboard → filtered main app → dashboard.

From the global menu

While on index.html with a filtered dashboard view, press Alt+I / Opt+I, then G to reopen the dashboard for the stored session.

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13. Refresh and Auto-Update Behaviour

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14. Limitations and Error Messages

Not supported

Common user-facing errors

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15. Quick Reference

Open the dashboard

Interact

Return path