Task Flow Mickael Rutembya · Flow Atlas

Owner Dashboard

/owner/dashboard/

Atomic steps for an authenticated owner to access the dashboard and monitor leads and contracts.

Task intent

What the user is trying to do

« Log in and view the owner dashboard to monitor leads, contracts, and billing. »

Entry points

ElementDestination
Owner login Dashboard link/owner/dashboard/
Direct URL Authenticated owner/owner/dashboard/
Owner nav Dashboard/owner/dashboard/

Flow

Adjacent routes — click a node to open it.taskflow
flowchart TD A["Start: owner opens /owner/dashboard/"] --> B{"Authenticated?"} B -->|No| C["Redirect to /owner/login/"] C --> D["Enter credentials"] D --> E["POST login"] E --> F{"Valid?"} F -->|No| G["Show error"] G --> D F -->|Yes| H["Load dashboard"] B -->|Yes| H H --> I["View leads, contracts, billing"] I --> J["End: owner monitors business"] click A "https://mickael-umt.com/owner/dashboard/" "Open Dashboard" click C "https://mickael-umt.com/owner/login/" "Open Login" click H "https://mickael-umt.com/owner/dashboard/" "Open Dashboard" click J "https://mickael-umt.com/owner/dashboard/" "Open Dashboard"

Step inventory

IDStepActionSystem state
S1Open dashboardNavigate to dashboardAuth check
S2LoginEnter credentials and submitSession created
S3Load dashboardFetch leads, contracts, billingData rendered
S4MonitorReview KPIs and actionsNo state change

Flow scenario

Scenario OD1

Owner starts day with business overview

Trigger

  • Owner opens dashboard bookmark
  • Needs to check overnight leads and contracts

Experience

  1. Dashboard loads with KPIs: leads, contracts, billing status.
  2. Owner reviews new leads and pending contracts.
  3. Navigates to leads or contracts for action.

Trust and safety rules

  • Dashboard is staff-only; public access is blocked.
  • Session expires after inactivity.
  • Sensitive lead data is not exposed to unauthenticated users.

Interaction rules

  • Login required before dashboard access.
  • Dashboard aggregates leads, contracts, and billing.
  • Navigation to owner sub-pages for detailed actions.

Result states

StateWhat the user seesWhat happens next
LoginLogin formOwner authenticates
DashboardKPIs and action linksOwner navigates to sub-pages
ErrorInvalid credentials messageOwner retries login