# BuildRunKit Account Setup and Overview

[![Screenshot 2026-09-17 090131.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-17-090131.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-17-090131.png)

  
BuildRunKit is an all-in-one business operating system designed for founders, entrepreneurs, and growing teams. It bridges the gap between high-level strategy and daily execution by providing a unified workspace for planning, building, and running every aspect of a modern business.

#### **Landing Page Controls &amp; Hero Callouts**

- **Top Navigation Bar**: Direct links to **Pricing**, **Community**, **Free Tools**, **Compare Us**, language selection (**EN**), theme toggle, **Sign In**, and **Sign Up**.
- **Primary Call-to-Action**: **Start for free! (no credit card required)** button directing users directly to registration without upfront payment.
- **Pricing Highlight**: Promotional banner displaying bundled platform access (*$11.99 for 2 users*) replacing individual tool costs across Tasks, Strategy, Guidance, CRM, Projects, and Invoices.
- **Social Proof**: Press badge bar featuring coverage logos (*e.g., Business Insider, Yahoo Finance, AP News, MarketWatch, Benzinga*).

### **Creating Your Account**

**[![Screenshot 2026-09-17 100418.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-17-100418.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-17-100418.png)**

Setting up your account with BuildRunKit is quick and easy. Follow these steps to register and access your workspace:

#### **What You Need**

- A valid email address
- A secure password of your choice
- Agreement to the platform Terms of Service and Privacy Policy

#### **How to Sign Up**

1. **Enter Personal Details**: Type your **First name** and **Last name** in the top fields.
2. **Email Address**: Enter your primary email address in the **Email address** field.
3. **Create a Password**: Type a strong, secure password into the **Password** field. Click the eye icon on the right to double-check your typing.
4. **Terms &amp; Privacy**: Review the **Terms of Service** and **Privacy Policy**, then check the box next to *"I agree to the Terms of Service and Privacy Policy"*. This step is required to proceed.
5. **Complete Registration**: Click the blue **Create account** button to finish setting up your profile.

#### **Alternative Registration Options**

- **Single Sign-On (SSO)**: Click either the **Google** or **GitHub** button at the bottom of the form to register instantly using your existing accounts.

### **Already Have an Account?**

**[![Screenshot 2026-09-17 101338.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-17-101338.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-17-101338.png)**

- If you already have a profile, click the **Sign in** link at the top or bottom of the page to return to the standard login screen.

#### **Accessing Your Workspace**

Logging in to BuildRunKit gives you immediate access to your entire integrated tool suite. Follow these steps to sign in:

#### **What You Need**

- Your registered email address
- Your account password (or connected Google/GitHub account)

#### **How to Sign In**

1. **Email Address**: Enter your registered email address in the **Email address** field.
2. **Password**: Type your account password in the **Password** field. Click the eye icon on the right to toggle password visibility and verify your typing.
3. **Submit Credentials**: Click the blue **Sign in** button to access your workspace.

#### **Alternative Sign-In Options**

- **Single Sign-On (SSO)**: Click either the **Google** or **GitHub** button under the *"or continue with"* section to log in instantly using your connected third-party credentials.

#### **Troubleshooting &amp; New Users**

- **Forgot Password**: If you cannot remember your password, click the **Forgot password?** link directly above the **Sign in** button to trigger a password reset link via email.
- **New Users**: If you do not have an account yet, click the **Create one for free** link located next to *"Don't have an account?"* at the top right of the form to switch to the registration page.

### **Initial Brand Onboarding Setup**

**[![Screenshot 2026-09-17 101611.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-17-101611.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-17-101611.png)**

After signing up or logging in for the first time, you are guided through the multi-step **Build Your Brand Profile** onboarding wizard to define your business identity.

#### **What You Need**

- Your company or project name
- A short catchy tagline (optional)
- A brief summary or mission statement describing your business

### **Step 1: Basic Information**

1. **Brand Name**: Enter your official business or project name in the **Brand Name** field (*e.g., Acme Corporation*).
2. **Tagline**: Enter your primary catchphrase or slogan in the **Tagline** field (*e.g., Empowering Innovation*).
3. **Description**: Provide a summary of what your business does in the **Description** text box (*e.g., A comprehensive platform for entrepreneurs to build and grow their businesses*).
4. **Navigation &amp; Submission**:
    
    
    - Click **Next &gt;** at the bottom right to save your details and advance to Step 2.
    - **Skip Option**: If you prefer to set up your brand details later, click **Skip and go to Dashboard** at the bottom of the screen to head straight to your workspace.

### **Step 2: Brand Voice**

**[![Screenshot 2026-09-17 101825.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-17-101825.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-17-101825.png)**

Step 2 of the **Build Your Brand Profile** onboarding wizard helps define the overall tone and communication style of your brand.

#### **What You Need**

- A clear idea of the communication style and personality that best aligns with your target audience

#### **How to Select Your Brand Voice**

1. **Choose a Personality Card**: Click one of the preset tone options to set your primary brand voice:
    
    
    - **Friendly**: Casual and approachable tone.
    - **Professional**: Formal and authoritative tone.
    - **Innovative**: Creative and forward-thinking tone.
    - **Luxurious**: High-end and exclusive tone.
    - **Playful**: Fun and light-hearted tone.
2. **Navigation Controls**:
    
    
    - Click **Next &gt;** at the bottom right to save your selection and advance to Step 3.
    - Click **&lt; Previous** at the bottom left to return to Step 1 and edit your basic details.
    - **Skip Option**: Click **Skip and go to Dashboard** at the bottom of the screen to bypass setup and enter your workspace immediately.

### **Step 3: Target Audience**

**[![Screenshot 2026-09-17 102007.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-17-102007.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-17-102007.png)**

Step 3 of the **Build Your Brand Profile** onboarding wizard defines the primary group that best represents your ideal customers.

#### **What You Need**

- An understanding of your primary audience segment or ideal buyer persona

#### **How to Select Your Target Audience**

1. **Choose Preset Audience Categories**: Click one of the preset options to select your primary target group:
    
    
    - **Entrepreneurs**
    - **Small Business Owners**
    - **Startup Founders**
    - **Marketing Professionals**
    - **Freelancers**
    - **Consultants**
    - **Tech Professionals**
    - **Young Professionals**
    - **Decision Makers**
    - **Innovators**
    - **Service Providers**
    - **E-commerce Owners**
2. **Add Custom Target Audience**: If your specific customer demographic is not listed, type your custom audience into the **Add a custom target audience** field and click **Add**.
3. **Verify Selection**: Check the counter below the input field (*e.g., 0 of 1 selected*) to ensure your chosen target group is applied.
4. **Navigation Controls**:
    
    
    - Click **Next &gt;** at the bottom right to save your selection and advance to Step 4.
    - Click **&lt; Previous** at the bottom left to return to Step 2 and adjust your brand voice choices.
    - **Skip Option**: Click **Skip and go to Dashboard** at the bottom of the screen to enter your workspace immediately.

### **Step 4: Core Values**

**[![Screenshot 2026-09-17 102144.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-17-102144.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-17-102144.png)**

Step 4 of the **Build Your Brand Profile** onboarding wizard defines the core principles and values that drive your brand and decision-making.

**What You Need**

- The foundational principles and values that represent your business operations and company culture

**How to Select Your Core Values**

1. **Choose Preset Core Values**: Click the options that represent your brand principles (up to 5 values):
    
    
    - **Innovation**
    - **Integrity**
    - **Excellence**
    - **Collaboration**
    - **Sustainability**
    - **Transparency**
    - **Creativity**
    - **Empathy**
    - **Resilience**
    - **Accountability**
    - **Passion**
    - **Diversity**
2. **Add Custom Core Values**: If a specific value is missing, enter it into the **Add a custom core value** field and click **Add**.
3. **Verify Selection**: Review the counter below the input box (*e.g., 0 of 5 selected*) to track your chosen principles.
4. **Navigation Controls**:
    
    
    - Click **Next &gt;** at the bottom right to save your selections and advance to Step 5.
    - Click **&lt; Previous** at the bottom left to return to Step 3 and modify your target audience options.
    - **Skip Option**: Click **Skip and go to Dashboard** at the bottom of the screen to enter your workspace immediately.

### **Step 5: Visual Identity**

**[![Screenshot 2026-09-17 102723.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-17-102723.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-17-102723.png)**

Step 5 of the **Build Your Brand Profile** onboarding wizard establishes your visual branding by uploading your official brand logo.

**What You Need**

- An image file of your brand logo (JPG, PNG, GIF, or WebP format, max 5MB)

**How to Set Up Your Visual Identity**

1. **Upload Brand Logo**: Click the **Select Image** button to open your device file browser and select your logo graphic.
2. **Review Image Requirements**: Ensure your image meets the supported format specifications (**JPG, PNG, GIF, WebP**) and file size limit (**5MB max**).
3. **Navigation Controls**:
    
    
    - Click **Next &gt;** at the bottom right to upload your asset and advance to Step 6.
    - Click **&lt; Previous** at the bottom left to return to Step 4 and adjust your core values choices.
    - **Skip Option**: Click **Skip and go to Dashboard** at the bottom of the screen to enter your workspace immediately.

### **Step 6: Brand Colors**

**[![Screenshot 2026-09-17 102840.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-17-102840.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-17-102840.png)**

Step 6 of the **Build Your Brand Profile** onboarding wizard defines your visual palette across primary, secondary, and accent colors.

#### **What You Need**

- Hex color codes for your brand's primary, secondary, and accent shades

#### **How to Set Up Your Brand Colors**

1. **Primary Color**: Click the color picker box or type a hex code into the **Primary Color** field (*e.g., `#0070f3`*).
2. **Secondary Color**: Select a color or enter a hex code in the **Secondary Color** field (*e.g., `#1a1a1a`*).
3. **Accent Color**: Select a color or enter a hex code in the **Accent Color** field (*e.g., `#f4c600`*).
4. **Color Preview**: Review the real-time **Color Preview** blocks below the fields to verify how your **Primary**, **Secondary**, and **Accent** colors look side by side.
5. **Navigation Controls**:
    
    
    - Click **Next &gt;** at the bottom right to save your color palette and advance to Step 7.
    - Click **&lt; Previous** at the bottom left to return to Step 5 and update your visual identity assets.
    - **Skip Option**: Click **Skip and go to Dashboard** at the bottom of the screen to enter your workspace immediately.

### **Step 7: Typography**

**[![Screenshot 2026-09-17 103046.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-17-103046.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-17-103046.png)**

Step 7 of the **Build Your Brand Profile** onboarding wizard establishes the typographic identity for your headers and body copy.

#### **What You Need**

- Preferred primary font styles for your brand headings and body content

#### **How to Set Up Your Typography**

1. **Heading Font**: Click a font card to select your primary heading font (*e.g., Inter, Roboto, Helvetica, Arial, Open Sans, Lato, Montserrat, Poppins, Source Sans Pro, Nunito, Raleway, Work Sans*).
2. **Body Font**: Click a font card to select your primary body font (*e.g., Roboto*).
3. **Typography Preview**: Review the live preview box at the bottom to see how your selected **Heading Font** and **Body Font** render together.
4. **Navigation &amp; Completion**:
    
    
    - Click **Complete this stage** at the bottom right to finalize and save your entire brand profile.
    - Click **&lt; Previous** at the bottom left to return to Step 6 and modify your color palette.
    - **Skip Option**: Click **Skip and go to Dashboard** at the bottom of the screen to enter your workspace without saving font preferences.

<div _ngcontent-ng-c3108543318="" class="container" id="bkmrk--10"><div _ngcontent-ng-c3262731227="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" id="bkmrk--11" inline-copy-host=""></div></div>### **Initial Onboarding &amp; Role-Based Dashboards**

**[![Screenshot 2026-09-17 103613.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-17-103613.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-17-103613.png)**

After completing initial account setup, BuildRunKit provides 4 role-based dashboard architectures (**Founder View**, **Executive View**, **Business Coach View**, and **Worker View**). Each view filters workspace metrics to match specific operational roles.

#### **Role View Switcher &amp; Universal Shortcuts**

- **Change Visualization Dropdown**: Located at the top right of the dashboard (*e.g., set to Founder View*), allowing users to switch views on demand.
- **Where To Now? (Shortcuts Bar)**: Quick action navigation tiles:
    
    
    - **Finish Onboarding**: Directly access pending profile setup steps.
    - **Manage Workspaces**: Switch or edit organization environments.
    - **Subscription**: View and update billing or tier details.
    - **Your Brands**: Jump directly to configured brand assets.
    - **See Deals**: View active sales pipeline items in the CRM.
    - **Check Invoices**: Inspect billing and client payments.

### **Founder Dashboard Breakdown**

**[![Screenshot 2026-09-17 103246.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-17-103246.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-17-103246.png)**

#### **Recent Activity &amp; Your Brands Panels**

- **Recent Activity**: Stream showing recently generated outputs, brand profile edits, or stage logs with timestamps (*e.g., Sep 15, 2026*).
- **Your Brands**: Quick overview cards displaying active brand profiles (*e.g., BuildRunKit, Untitled Brand, Funky Town*) along with associated taglines, descriptions, and color swatches.

#### **Your Recent Journeys**

- **Journey Cards**: Progress cards displaying active strategic tracks (*e.g., Creating Blueprint for Go-To-Market*), last updated dates, stage completion percentages, current stage names (*e.g., Welcome to the Founder Journey*), and blue **Continue** action buttons.

#### **Workspace Overview Metrics**

- **Strategy Hub**: Displays key counts for active **Tasks** (*719*), **Issues** (*46*), **Notes** (*209*), and last updated dates.
- **CRM**: Displays real-time sales pipeline numbers: **Deals** (*11*), **Contacts** (*108*), **Tasks** (*23*), and total **Pipeline** value (*$116,069*).
- **Projects**: Tracks active operational progress: **Active** projects (*3*), **Milestones** (*10*), total **Tasks** (*43*), and **Progress** percentage (*4%*).
- **Invoices**: Summary of financial status: **Outstanding** (0), **Pending** (0), **Overdue** (0), and **Paid MTD** (*$0*).

#### **Recent &amp; Recommended Tools**

- **Recent Tools**: One-click quick-launch buttons for frequently accessed features (*e.g., Brand Profiles, CRM Deals, CRM Contacts, CRM Company, Strategy Item, CRM Webforms, CRM Tags, Project Milestone, Projects, Journeys*).
- **Recommended Tools**: Feature cards with direct launch buttons for platform utilities (*e.g., Business Name Generator, Budget Calculator, Wordcloud Generator, Slogan Generator, Text to Speech*).

### **Executive Overview Breakdown**

**[![Screenshot 2026-09-17 103805.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-17-103805.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-17-103805.png)**

**[![Screenshot 2026-09-17 104011.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-17-104011.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-17-104011.png)**

The **Executive Dashboard** is tailored for corporate leadership to analyze high-level OKRs, budget approvals, pipeline health, and overall organization financials.

#### **Role View Switcher &amp; Executive Shortcuts**

- **Change Visualization Dropdown**: Positioned at the top right (*set to Executive View*) to switch role-based dashboard views.
- **Where To Now? (Shortcuts Bar)**: Quick navigation tiles for executive actions:
    
    
    - **Finish Onboarding**: Complete any remaining setup tasks.
    - **Manage Workspaces**: Access and configure organizational workspaces.
    - **Follow Up Projects**: Direct link to monitor project progress.
    - **Manage Milestones**: View key deadlines and deliverable goals.
    - **Check Projects Tasks**: Drill into specific project tasks.
    - **See Deals**: Review active sales pipeline deals.

#### **Recent Activity &amp; Brand Assets**

- **Recent Activity**: Timestamped log of recent updates, brand profile edits, or system entries (*e.g., Sep 15, 2026*).
- **Your Brands**: Overview cards highlighting active company profiles (*e.g., BuildRunKit, Untitled Brand, Weekly Check Brand, Funky Town*) complete with descriptions and visual color palettes.

#### **Workspace Pipeline**

- **Workspace Selector Tab Bar**: Filter pipeline data across specific accounts (*e.g., All Workspaces, DespachoMio &amp; Asociados, Official BuildRunKit Employee Workspace, Bernadette.F's Updated Workspace, Training &amp; Demo*).
- **Pipeline Summary**: High-level deal metrics showing **Total Pipeline** (*$3.09M*), **Weighted Value** (*$1.70M*), and **Active Deals** (*104*), with a **View Details** link for deeper reporting.

#### **Revenue Analysis**

- **Financial Status Cards**: Real-time billing metrics including **Total Invoiced** (*$0.00*), **Paid** (*$0.00*), **Pending** (*$0.00*), and **Overdue** (*$0.00*).
- **Period Highlights**: Tracks **Paid This Month** (*$0.00*) and **YTD Paid** (*$0.00*).
- **Comparative Charts**: 12-month visual breakdown charts for **Invoiced** and **Paid** trends.
- **Overdue Customers**: Dedicated status area highlighting accounts requiring collection follow-ups (*currently showing No overdue customers*).

#### **Projects, Recent &amp; Recommended Tools**

- **Projects**: Active status cards displaying project names (*e.g., New project, FIC project - Ecovill..., BuildRunKit Websit...*), owner names (*Brent Whistler*), progress indicators, and due dates.
- **Recent Tools**: One-click quick links to key features (*e.g., Brand Profiles, CRM Deals, CRM Contacts, Crm Company, Strategy Item, CRM Webforms, CRM Tags, Project Milestone, Projects, Journeys*).
- **Recommended Tools**: Dedicated utility cards with direct **Launch tool** buttons (*e.g., Invoice Generator, Text to Speech, QR Code Generator, QR Code Reader, Business Name Generator*).

### **Business Coach Overview Breakdown**

**[![Screenshot 2026-09-17 104351.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-17-104351.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-17-104351.png)**

The **Business Coach Dashboard** is structured for mentorship tracking, client portfolio management, coaching templates, and strategic calendar overviews.

#### **Role View Switcher &amp; Coaching Shortcuts**

<div _ngcontent-ng-c3108543318="" class="container" id="bkmrk-change-visualization-2"><div _ngcontent-ng-c3262731227="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Change Visualization Dropdown**: Positioned at the top right (*set to Business Coach View*) to easily switch between user role perspectives.
- **Where To Now? (Shortcuts Bar)**: Direct shortcut links tailored for coaching workflows:
    
    
    - **Finish Onboarding**: Complete profile or brand setup.
    - **Your Personal Brand**: Jump directly to personal or agency brand configurations.
    - **Continue Journeys**: Resume active coaching and strategy programs.
    - **Manage Contacts**: Access the client directory.
    - **Contacts Activities**: Track client communications and engagements.
    - **Strategy Problems**: Review strategic roadblocks and action items.

</div></div>#### **Recent Activity &amp; Your Brands**

<div _ngcontent-ng-c3108543318="" class="container" id="bkmrk-recent-activity%3A-str-1"><div _ngcontent-ng-c3262731227="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Recent Activity**: Stream logging recent updates, client edits, and profile actions with timestamps (*e.g., Sep 15, 2026*).
- **Your Brands**: Overview cards highlighting managed brand identities (*e.g., BuildRunKit, Untitled Brand, Weekly Check Brand, Funky Town*) along with associated taglines, descriptions, and color palettes.

</div></div>#### **Client Workspaces**

Dedicated client cards summarizing cross-account operational metrics for active coaching cohorts:

<div _ngcontent-ng-c3108543318="" class="container" id="bkmrk-bernadette.f%27s-updat"><div _ngcontent-ng-c3262731227="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Bernadette.F's Updated Workspace** *(Owner: Bernadette.F)*: **263** Tasks, **10** Contacts, **1** Deal, **73** Projects.
- **Training &amp; Demo** *(Owner: Bernadette.F)*: **882** Tasks, **14** Contacts, **18** Deals, **68** Projects.
- **DespachoMio &amp; Associados** *(Owner: Brent Whistler)*: **5** Tasks, **26** Contacts, **15** Deals, **2** Projects.

</div></div>#### **Projects, Recent &amp; Recommended Tools**

<div _ngcontent-ng-c3108543318="" class="container" id="bkmrk-projects%3A-active-sta-1"><div _ngcontent-ng-c3262731227="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" id="bkmrk-projects%3A-active-sta-2" inline-copy-host="">- **Projects**: Active status overview cards (*e.g., New project, FIC project - Ecovill..., BuildRunKit Websit...*) displaying owner names (*Brent Whistler*), progress indicators, and due dates.
- **Recent Tools**: One-click launcher buttons for frequently used modules (*e.g., Brand Profiles, CRM Deals, CRM Contacts, Crm Company, Strategy Item, CRM Webforms, CRM Tags, Project Milestone, Projects, Journeys*).
- **Recommended Tools**: Feature cards with direct **Launch tool** action links (*e.g., Wordcloud Generator, Logo Generator, Slogan Generator, Text to Speech, Invoice Generator*).

</div></div>### **Worker Workspace Breakdown**

**[![Screenshot 2026-09-17 104624.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-17-104624.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-17-104624.png)**

The **Worker Dashboard** is focused on day-to-day task execution, direct workflows, individual assignments, and immediate operational access.

#### **Role View Switcher &amp; Execution Shortcuts**

<div _ngcontent-ng-c3108543318="" class="container" id="bkmrk-change-visualization-3"><div _ngcontent-ng-c3262731227="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Change Visualization Dropdown**: Located at the top right (*set to Worker View*) to switch role-based dashboard perspectives.
- **Where To Now? (Shortcuts Bar)**: Navigation buttons optimized for daily operational tasks:
    
    
    - **Finish Onboarding**: Complete profile or initial setup steps.
    - **Continue Journeys**: Jump directly into active strategic or onboarding workflows.
    - **Check Projects Tasks**: View assigned project action items and deliverables.
    - **Manage Contacts**: Access and update CRM customer records.
    - **Check Invoices**: Review current billing and payment statuses.
    - **Add New Invoices Items**: Quickly create new billable line items or invoices.

</div></div>#### **Recent Activity &amp; Your Brands**

<div _ngcontent-ng-c3108543318="" class="container" id="bkmrk-recent-activity%3A-rea"><div _ngcontent-ng-c3262731227="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Recent Activity**: Real-time log showing recent workspace edits, stage updates, and profile activity with timestamps (*e.g., Sep 15, 2026*).
- **Your Brands**: Managed brand cards (*e.g., BuildRunKit, Untitled Brand, Weekly Check Brand, Funky Town*) featuring brand summaries, visual swatches, and taglines.

</div></div>#### **Workspace Overview Metrics**

<div _ngcontent-ng-c3108543318="" class="container" id="bkmrk-strategy-hub%3A-high-l"><div _ngcontent-ng-c3262731227="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Strategy Hub**: High-level execution board metrics tracking **Tasks** (*719*), **Issues** (*46*), **Notes** (*209*), and last updated timestamps (*9/16/2026*).
- **CRM**: Real-time record summary showing **Deals** (*11*), **Contacts** (*108*), **Tasks** (*23*), and **Pipeline** total (*$11,606.91*).
- **Projects**: Operations progress overview tracking **Active** projects (*3*), **Milestones** (*10*), **Tasks** (*43*), and **Progress** completion percentage (*4%*).
- **Invoices**: Financial snapshot displaying **Outstanding** (0), **Pending** (0), **Overdue** (0), and **Paid MTD** (*$0*).

</div></div>#### **Recent &amp; Recommended Tools**

<div _ngcontent-ng-c3108543318="" class="container" id="bkmrk-recent-tools%3A-quick-"><div _ngcontent-ng-c3262731227="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" id="bkmrk-recent-tools%3A-quick--1" inline-copy-host="">- **Recent Tools**: Quick-launch shortcut buttons for daily application tools (*e.g., Brand Profiles, CRM Deals, CRM Contacts, Crm Company, Strategy Item, CRM Webforms, CRM Tags, Project Milestone, Projects, Journeys*).
- **Recommended Tools**: Execution utility cards with direct **Launch tool** action links (*e.g., Invoice Generator, QR Code Generator, QR Code Reader, Text to Speech, Logo Generator*).

</div></div>