Dashboard Settings and First-Run Wizard

The first time a workspace runs /dashboard, Claude gives a short tour of the dashboard in chat before it builds the page. After that, /dashboard goes straight to the build. The Settings view inside the page lists the defaults the page uses.

The First-Run Wizard

Claude checks for a marker file before it builds anything.

.claude/state/.dashboard-first-run-complete

When the file is missing, Claude runs the tour. When the file exists, Claude skips the tour without mentioning it.

The Seven Steps

Claude shows each step as its own message and waits for you before showing the next.

Step	What it covers
1. Welcome	What the dashboard is, how the build script reads your state files, and that the page never writes to them
2. What works in this version	The ten views, the KPI cards, the Gantt charts and the light and dark themes
3. Future plans	Items not in this version, such as a working agent chat and a print layout
4. Browser advice	The browsers the page supports, and two Safari points about private windows and font weights
5. How to use the views	A walk through each view
6. How it fits the suite	Which files the dashboard reads and writes, and what it leaves alone
7. Practical notes	Rebuilding, where the file lives and how to see the tour again

Moving Through the Tour

• Say “continue”, “next” or “yes” to move to the next step.
• Say “skip” or “skip tour” at any step to stop the tour, and Claude goes on to build the page.
• Ask a question at any step, and Claude answers it briefly before asking whether to continue.

When you finish the last step or skip, Claude writes the marker file with the current date and time. The page is then built and opened as usual.

Seeing the Tour Again

Type /dashboard --tour, or ask Claude to “show me the tour” or “run the tour again”. The tour runs whether or not the marker file exists, and Claude leaves the marker file as it is afterwards.

Note

The marker file belongs to one workspace. A new workspace shows the tour on its first /dashboard, unless someone has copied the marker file into it. Copying the file is how a consultant can set up a workspace for you with the tour already skipped.

The Settings View

The Settings view lists the defaults built into the page. In this release every value is read-only, and a banner at the foot of the view says so. Changing a value means editing the dashboard template, a product file that an update to PRIMA Project Management overwrites.

Section	Setting	Default
Appearance	Default theme	Light
Appearance	Default palette	Brand
Tables and Lists	Default rows per page	10, for the Projects table
Tables and Lists	Default sort column	Last worked
Timeline and Calendar	Default Timeline zoom	All
Timeline and Calendar	Default Calendar mode	Month
Workspace	Workspace name	The workspace.name from your register, or “Your Workspace” when it is empty
Workspace	Refresh cadence	60 minutes, shown for reference only

The Timeline view has its own default of 15 projects per page.

Choices the Page Remembers

Some controls on the page keep your choice in your browser’s local storage, so it survives a rebuild of the page.

Control	Where you set it
Light or dark theme	The sun and moon button in the page header
Mono or Brand palette	The switch beside the theme button
Rows per page	The selector under the Projects table
Projects per page	The selector under the Timeline view

Note

A Safari private window blocks local storage, so the page forgets these choices each time it loads, while a normal window keeps them.

The Owner Name on the Sidebar Card

The card at the foot of the sidebar shows workspace.owner from your register. /setup asks for this name, described as “Your name or company name, as it should appear on the dashboard”. When workspace.owner is empty the card shows the workspace name, and when both are empty it shows “Your Workspace”.

Related Pages

• Opening the Dashboard covers the build and its options.
• Dashboard Views explains each view the tour describes.
• Setup covers the questions /setup asks, the owner name included.