Visual Project Dashboard for Creative Businesses
C
Cara Clyne
For project-based businesses like wedding hairstylists, makeup artists, photographers, videographers, event planners, and designers, our dashboard needs to be more visual. Right now, contact management is text-heavy and overwhelming, making it difficult to quickly identify projects at a glance.
I propose a Visual Project Dashboard where selected contacts (tagged under specific tag like "weddings") appear as thumbnail tiles, making it easier to scroll through and see each project visually.
💡 Key Features & Functionality:
📸 Contact View as a Visual Project Board:
If a contact is tagged as "weddings" (or any other chosen tag), they will appear in a dedicated visual dashboard.
Instead of a plain text list, each contact will be displayed as a tile/thumbnail for an at-a-glance project overview.
Users can scroll through projects visually, making it much easier to find and track clients.
🖼️ Cover Photo for Each Contact (Not Just Profile Image!):
Allow users to upload a cover photo for each project (separate from the contact’s profile picture).
OR let users select a cover photo from an uploaded folder (custom uploader field).
Why this matters:
📌 Hairstylists & makeup artists can see the client’s hair/makeup trial at a glance.
📷 Photographers & videographers can use a wedding photo as a visual reference.
🎨 Architects & interior designers can set a project mood board or render as the cover.
🎭 Event planners & venues can preview décor, layouts, or venue settings.
🎛️ Fully Customizable Filters & Display Options:
🔍 Filter which contacts appear based on tags (e.g., "weddings," "corporate events," "branding clients").
📏 Choose thumbnail aspect ratio (Portrait 📖 / Square 🔲 / Landscape 📺) for industry-specific needs.
📅 Display key project details underneath the image, just like in the current pipeline view.
Example: Full Name, Project Date, Start Time, Status, Custom Fields.
🚀 Enhanced Pipeline View (Trello-Style with Cover Images!)
The current pipeline view is great, but imagine if it also had a visual component like Trello.
✅ Toggle Cover Photos ON/OFF for a more streamlined or visual workflow.
📌 Keep all the benefits of pipeline stages, but make it easier to view projects at a glance.
🔥 Why This Is a Game Changer:
✅ Creative professionals think VISUALLY—a text-heavy dashboard makes project management harder.
✅ Faster workflow & client tracking—quickly spot the right project without digging through lists.
✅ More intuitive & modern interface—eliminates the cluttered, overwhelming feel of too much text.
✅ Versatile for multiple industries—wedding pros, designers, planners, architects, website designer, graphic designers and photographers all benefit from a visual project view.
✅ Saves time & reduces errors—ensures we’re always working on the right project.
💡 Right now, I use Notion for this, and I previously had to connect Dubsado through Zapier to achieve a similar workflow. If this was built-in, it would save time, effort, and create a seamless experience for thousands of project-based businesses.
Let’s make this happen!
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