Dashboards Overview

Visualize key metrics and track project progress with customizable dashboards.

The Dashboards module gives every workspace a set of ready-made dashboards and lets anyone create, customize, pin, and share their own. Each dashboard is a saved definition made up of KPI cards, charts, lists, and work boards that surface the metrics and action items most relevant to your responsibilities.

To open the Dashboards, click Dashboards in the sidebar or go to /dashboards in your workspace. The system automatically routes you to your default dashboard (a seeded record with a DASH-NNN address such as /dashboards/DASH-001) based on your role.

Default Dashboards

Every workspace is seeded with two default dashboards, and plugins can add more (for example, the project-management plugin adds a Project Management dashboard).

Dashboard	Best For
Project Management	Project managers and executives overseeing delivery
Team Leader	Team leads monitoring workload and performance
Individual	Team members managing personal tasks

Each dashboard has its own address in the form /dashboards/DASH-NNN. You reach them through the sidebar's pinned list or the Dashboards manager rather than by typing a role name into the URL.

Managing Dashboards

Dashboards are records you can create, rename, pin, share, archive, and delete. Open the manager by clicking the gear icon (labelled "Manage dashboards") next to Dashboards in the sidebar. The manager lists every dashboard you can access with its Name, Owner, Pinned status, and Access.

Create

Click Create in the manager to open the AI builder, describe the dashboard you want, and save it. New dashboards appear in the list and can be pinned and shared like any other.

Rename

Open a dashboard's row menu (the ⋯ button) and choose Rename to give it a new name.

Edit

Choose Edit from the row menu to reopen the AI builder for that dashboard and adjust its widgets, metrics, and layout.

Pin

Pinned dashboards show up in the sidebar under Dashboards for quick access. From the row menu's Pin submenu you can pin a dashboard:

• For me — adds it to your own sidebar only.
• For everyone — adds it to every member's sidebar (visible to all who have access).

The Pinned column shows a You badge for a personal pin or an Everyone badge for a global pin.

Change Access / Share

Use the Access control in a dashboard's row to change who can see it. This opens the standard sharing dialog where you grant viewer, editor, or owner access to members, teams, or organizations.

Archive and Delete

From the row menu, Archive hides a dashboard without removing it (choose Restore to bring it back), and Delete removes it permanently.

Understanding the Interface

Overview Cards

At the top of most dashboards, KPI cards display your key performance indicators.

Explain the calculation: When a dashboard author has added an explanation, an Info (i) icon appears on the card. Click it to open a popover that breaks down exactly how the metric is computed. Cards without an explanation show no icon.

Status Colors

The dashboards use consistent color coding across all elements:

Color	Meaning
Green	On track, meeting target, or positive trend
Red	Behind schedule, below target, or needs attention
Gray	Neutral, no change, or informational

Targets

Some metrics, such as "On-Time Completion," compare performance against a target. The target is part of the dashboard's saved definition (for example, a 90% target on the Team Leader dashboard). To change a target, edit the dashboard in the AI builder — there is no in-card control for adjusting it on the fly.

Filtering

Dashboards that include filters show a filter bar at the top of the page (for example, a Type or Assignee select and a date-range picker). These filters apply across the whole dashboard, so the KPI cards, charts, and work boards all update together.

Opening a Dashboard

Opening a workspace takes you to the Operator, not to a dashboard. Dashboards are opened deliberately, from the sidebar's pinned list or the Dashboards manager, and you can open any dashboard you have access to at any time.

Pin the dashboards you use most from the Dashboards manager and they appear under Dashboards in the sidebar.