Views

The Steer module’s Dashboard tab offers three ways to view and interact with actions across your organization. Switch between views depending on your needs — visual status tracking, detailed sorting, or time-based planning.

Kanban View

The Kanban board organizes actions into four status columns:

Column	Description
Pending	Actions not yet started
In Progress	Actions currently being worked on
Blocked	Actions waiting on a dependency
Completed	Finished actions

Each column header shows a count badge with the number of actions in that status.

Action Cards

Each action appears as a card showing:

• Source tag — The objective, key result, or committee the action belongs to
• Title — Action name (truncated to 2 lines)
• Progress bar — Visual completion percentage
• Due date — Color-coded by urgency:
  • Red: Overdue or due today
  • Orange: Due in 1–3 days
  • Blue: Due in 4–7 days
  • Gray: Due in 8+ days
• Assigned user — Avatar of the responsible person (or unassigned indicator)

Drag and Drop

Drag action cards between columns to update their status. When you drop an action:

• The status updates immediately (optimistic UI)
• Moving to Completed automatically sets completion to 100%
• The change syncs with the server in the background

Tip

You can create new actions directly from the Kanban view using the create button in the filter bar.

Table View

The table view displays all actions in a sortable, searchable list:

Column	Description
Title	Action name — click to open details
Source	Origin plan or committee with icon
Status	Clickable status badge
Priority	High, Medium, or Low
Due Date	Deadline — highlighted in red if overdue

Key Features

• Sort by any column — Click column headers to sort ascending/descending
• Status cycling — Click the status badge on any row to cycle through statuses (Pending → In Progress → Blocked → Completed)
• Overdue highlighting — Past-due actions display their date in red
• Search — Filter by title or source name
• Auto-collapse — Large lists show the first 10 items with an expand button

Note

Only action creators and assigned users can change an action’s status through status cycling. Other users can view but not modify the status.

Calendar View

The calendar view displays actions and meetings on a monthly grid:

Navigation

• Use the previous/next arrows to navigate between months
• The current date is highlighted
• Dates with events show color-coded dots

Viewing Events

• Click any date with events to open a detail panel showing all items for that day
• Events include both actions (by due date) and meetings (by scheduled date)
• Click an individual event to open its details modal

Locale Support

The calendar respects your language setting:

• English: en-CA format (Sunday-first weeks)
• French: fr-CA format (Monday-first weeks)

Choosing the Right View

Use Kanban when...

• You want a visual overview of action statuses
• You need to quickly move actions between statuses
• You’re running a status review meeting
• You want to see the balance of work across status columns

Use Table when...

• You need to sort actions by priority or due date
• You’re looking for specific actions by name
• You want to quickly scan overdue items
• You need a compact, information-dense view

Use Calendar when...

• You want to see deadlines in a time-based layout
• You’re planning upcoming weeks
• You want to see how actions and meetings overlap
• You need to identify busy periods or scheduling conflicts

Archive Controls

All views support archive filtering through the filter bar:

• Active only (default) — Show only current, non-archived actions
• Archived only — Show only archived/completed actions
• All — Show everything

Archived actions display a visual badge to distinguish them from active ones.

Next Steps

• Overview — Return to Steer module overview
• Actions Tree — Hierarchical action view
• KPI Dashboard — Indicator tracking
• Kanban — Action management in the Act module