Dashboard
Your own overview of projects, deadlines and today's work, built from widgets you choose. Keep several views and switch between them.
The Dashboard is the first page you see after signing in. It is made of widgets you pick, so a lead and an individual contributor can see different things. Changing your dashboard changes nothing for anyone else.
Widgets you can add
Section titled “Widgets you can add”| Widget | What it shows |
|---|---|
| Today’s Focus | Tasks, meetings and priorities for today |
| Risk Radar | Project risks and items needing attention, including a matching blueprint when there is one |
| Team Pulse | Team activity and workload |
| Client Health | Client status and engagement |
| Projects | What is running now, and what is next |
| This Week | A week calendar with deadlines and milestones |
| Calendar | Your upcoming calendar events |
| Today’s standup | Write your standup update without leaving the dashboard |
Some organizations also see Due & overdue, your open work that is due soon or overdue.
Common jobs
Section titled “Common jobs”Add a widget
Section titled “Add a widget”- Choose Add Widget at the top of the dashboard.
- Pick a widget under Widget Type.
- Optionally give it a Custom Title (Optional). Leave it blank to use the default.
- Choose Add Widget.
Resize or remove a widget
Section titled “Resize or remove a widget”- Open the widget’s menu (Widget actions).
- Choose Small (1 col), Medium (2 cols) or Large (3 cols).
- To take it off, choose Remove and confirm. You can add it again from the widget list.
Keep more than one dashboard
Section titled “Keep more than one dashboard”- Choose Manage Views (the gear button).
- Choose Create New View, name it, and optionally clone the widgets from an existing view.
- Use Set as Default on the view you want to open first. You can also Rename or Delete a view.
Deleting a view removes every widget on it and cannot be undone.
Post your standup from the dashboard
Section titled “Post your standup from the dashboard”Add the Today’s standup widget. It picks today’s standup for you and asks for your own lines. A Posted tick shows once you have written something, and the inputs stay so you can keep adding. This widget needs Standups turned on for your organization.
Who can see what
Section titled “Who can see what”Every widget only shows projects, tasks and clients you can already see. Adding a widget never widens what you can see.