What are Project Insights (Beta) in SciNote?

Project Insights is a real-time dashboard in SciNote that helps you visualize the progress of tasks and experiments within a project. It includes interactive charts for tracking status, workload, due dates, and potential bottlenecks.

You can find the Insights section in the left-side navigation menu of your SciNote workspace

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What You’ll See in the Insights Dashboard

Project Insights includes four charts (widgets), each showing a different view of your project’s activity.

1. Status Overview

Displays the status of all tasks and experiments in the selected project.

  • Use the toggle to switch between Tasks and Experiments

  • Hover over segments to see counts and percentages

  • Click on a segment (task view only) to open a filtered task list

Helpful for seeing how much work is completed, in progress, or pending.

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2. Team Workload

Shows how tasks are distributed across users in the project.

  • Stacked bar chart shows task statuses per assignee

  • Tasks with multiple assignees count for each user

  • Click a segment to view that user’s tasks in the filtered task list

Tip: You can use this to evaluate who is overloaded or under-assigned.

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3. Tasks Due

Highlights tasks that are due or overdue based on due dates.

  • Tabs for: Overdue, Today, Tomorrow, This Week, and Next Week

  • Tasks are sorted by urgency

  • Completed tasks are excluded

Tip: Use this to focus on what’s coming up or overdue.

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4. Bottlenecks

Lists tasks that haven’t been updated recently.

  • Choose from: No updates in 7, 14, or 30 days

  • Tasks in “Not Started” or “Completed” statuses are excluded

Helps identify stalled work that may need follow-up.

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Navigating Between Insights and Tasks

  • Clicking on charts (Status, Team Workload) will open a filtered Task View

  • Use filters like Project, Experiment, Status, and Assignee

  • Click Back to Insights to return to the dashboard

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Who Can Access Project Insights?

Anyone with access to the project can use the Insights view.

  • Project Insights is available for all active projects (not archived)

  • Insights reflects only tasks and experiments that are currently active

Tips for Using Project Insights Effectively

  • Keep tasks assigned and due dates updated to maximize visibility

  • Use clickable widgets to dive deeper and act on your data

  • Combine filters to create focused task lists for team meetings or project reviews'

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