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Open Planix for the first time

A first look at Planix — the dashboard, the navigation, and how to confirm Planix is wired up to OpenRegister so projects, tasks, boards, and time entries can load.

Goal​

By the end you will have opened the Planix app, recognised the dashboard KPIs and the navigation, and confirmed that the OpenRegister back end is connected.

Prerequisites​

  • A Nextcloud account on an instance where the Planix app is installed and enabled.
  • The OpenRegister app installed and enabled — Planix stores everything (projects, columns, tasks, time entries, labels) in OpenRegister, so it is a hard dependency.
  • The Planix register and its schemas initialised. An admin runs this once from Settings → Administration → Planix (see Manage Planix settings).

Steps​

  1. Open the Nextcloud app menu in the top bar and pick Planix. You land on the Dashboard.

    Planix dashboard

  2. Read the four KPI cards — Open tasks (open or in_progress assigned to you), Overdue tasks (past their due date), In Progress, Completed today. On a fresh install they read 0; they fill in as tasks are assigned and worked on. Click any card to jump straight to My Work with that filter applied.

    Dashboard KPI cards

  3. Below the KPIs you see Recent projects (the five most recently active projects you are a member of) and Due this week (tasks assigned to you with a due date in the next seven days, sorted by due date). New users with no projects see a No projects yet empty state with a Create project button.

    Recent projects and Due this week

  4. Open the left navigation. Top-level entries: Dashboard, My Work, Projects, Timesheet. Below the divider you have Settings (the per-user dialog, via the gear icon). The Projects entry takes you to the project list — empty on a fresh install.

    Planix navigation

Verification​

You are set up correctly when: the Planix dashboard renders without an error banner, the KPI cards display (zero counts are fine), the left navigation lists the entries above, and clicking Projects loads the project list — either with rows or a clean No projects yet empty state, not a load error.

Common issues​

SymptomFix
"OpenRegister is not installed or enabled" bannerInstall and enable the OpenRegister app, then reload Planix.
KPI cards show — instead of 0The Planix register isn't initialised yet — an admin runs Initialize register from Settings → Administration → Planix (see Manage Planix settings).
Planix is missing from the app menuThe app is not enabled for your account — ask an administrator to enable it (and check it is not restricted to a group you are not in).
Screenshots may be missingApp not yet installed in the test environment; rerun npm run test:e2e:docs once it is.

Reference​