Family Dashboard
Your family's central hub for values, goals, and progress.
The Family Dashboard gives each family role a personalized view of tasks, values, coaching, and legacy activities. It acts as a single entry point to manage ongoing commitments and track family growth.
Table of Contents
- Overview
- To-Do Tasks
- Vision – Top Values
- Purpose Statement
- Coaching – Upcoming Sessions
- Milestones Created
- Legacy Letters Created
Overview
The Family Dashboard is the central hub for family members. It provides quick access to tasks, values, coaching, milestones, and legacy activities - all in one place.
Who sees this dashboard?
- Family members with a Family Role.
- Head of Household (Specifically)
Widgets included:
- To-Do Tasks (pending & completed)
- Vision – Top Values (Family & Personal)
- Purpose Statement (Family & Personal)
- Coaching – Upcoming Sessions
- Milestones Created
- Legacy Letters Created
To-Do Tasks
The To-Do section highlights pending and completed tasks.
Features
- List of actionable items (e.g., Invite Spouse to Complete Personal Vision).
- Progress bar showing overall completion percentage.
- Option to toggle Show Completed Tasks.
Vision – Top Values
Shows your family's core values and personal values.
Features
- Values are displayed as tags (e.g., Adaptability, Helpfulness, Humor, Love, Leadership).
- Toggle between Family and Personal values.
Purpose Statement
Displays the guiding statement for your family or personal life.
Features
- Purpose statement text (e.g., "Harvest wisdom, share the bounty.").
- Toggle between Family and Personal views.
Coaching – Upcoming Sessions
Track upcoming coaching sessions.
Features
- Displays scheduled sessions.
- If none are scheduled, shows No sessions scheduled yet.
- Option to click Buy More Sessions.
Milestones Created
Quick summary of how many milestones have been created for your family.
Legacy Letters Created
Quick summary of how many legacy letters have been written.
Notes
- Both Milestones and Legacy Letters widgets link directly to their respective full features.