Dashboards

Review work health, risk, and metrics

Dashboards collect review signals into one place. A dashboard can show work health, delivery risk, overdue work, goal coverage, CRM follow-ups, time tracking, team activity, and custom reports.

Use Dashboards when you want to:

Review the health of a Space without opening every List.
See personal work that needs attention in My Work.
Scan broader operating signals in Summary.
Build a custom review page from templates or widgets.
Find risky, overdue, blocked, stale, unassigned, or unscheduled work.

Terms you may see:

Term	Meaning
Dashboard	A page made of widgets.
Widget	One reporting block, such as Work Health Score, At-Risk Work, or a task report.
Template gallery	The starting screen for an empty dashboard, with recommended dashboard templates.
Summary	A built-in dashboard focused on Space-level health and risk.
My Work	A built-in dashboard focused on work connected to you.
Subtasks toggle	A dashboard control that includes or excludes subtasks in widget results.
Date range	A dashboard control that changes widgets based on created, completed, due, activity, or time-log dates.

Dashboard articles

Before you start

You need access to the dashboard and to the source work behind each widget.
Creating dashboards, applying templates, adding widgets, editing widgets, moving widgets, or deleting widgets requires dashboard edit access.
Some widget results depend on enabled app areas, available data, current plan, and your permissions.

Main dashboard states

Dashboard with widgets

A populated dashboard shows:

Area	What it does
Breadcrumb	Shows where the dashboard sits in Collections and opens item actions from the more actions button.
Title	Shows the dashboard name, or the built-in title for Summary/My Work.
Add Widget	Opens the widget gallery when you can edit the dashboard.
Subtasks	Includes or excludes subtasks for the current dashboard review.
Date range	Changes the review period for widgets that use dates, activity, completed work, CRM activity, or time logs.
Widget grid	Shows all widgets and their current results.
Widget info	Explains what the widget delivers, which data it uses, and how it is calculated.
Widget actions	Lets editors edit, duplicate, or delete a widget.
Update / Cancel	Appears after moving or resizing widgets until you save or discard layout changes.

Empty dashboard

An empty editable dashboard shows Choose a dashboard template.

From there you can:

Review recommended templates.
Select Preview to inspect a template.
Select Use Template to add the template widgets.
Select Create from scratch to start with an empty dashboard and add widgets manually.

View-only dashboard

When you only have view access:

Add Widget is hidden or disabled.
Widget actions are hidden or disabled.
Dragging and resizing are disabled.
You can still read visible widgets and open supported details if you have access to the source work.

Built-in Summary and My Work

Summary and My Work use a fixed set of widgets. They are designed for review, not dashboard design.

Summary reviews broader Space health and risk.
My Work reviews your personal queue, mentions, due work, reminders, and quick capture.
Add/edit/delete widget actions are not available on these built-in dashboards.

Responsive behavior

Desktop and wide tablets

Toolbar controls appear directly in the dashboard header.
Add Widget opens a large widget gallery dialog.
Widgets can be dragged and resized when you have edit access.
Widget action buttons appear in the widget header.
The Subtasks toggle and date range selector appear as separate controls.

Mobile and small screens

Widget setup and template preview open as full-screen slide-up panels.
Dashboard controls are grouped behind a filter/tune button when space is limited.
Widgets stack vertically.
Resize handles are hidden.
Touch users can still access widget info and actions through visible buttons and menus.
Long dashboards scroll inside the page; do not rely on side-by-side widget placement on mobile.

Date range behavior

The date range defaults to This Month.

Available presets include:

Group	Options
Day	Today, Later Than Today, Tomorrow, Yesterday
Week	Next 7 Days, Last 7 Days, This Week, Next Week, Last Week
Month	This Month, Next Month, Last Month
Quarter	This Quarter, Next Quarter, Last Quarter
Year	This Year, Next Year, Last Year
Manual	Custom

Some widgets are snapshots as of the selected period, while others count events inside the selected period. If a dashboard number changes after the date range changes, that is expected.

Subtasks behavior

The Subtasks control overrides widget-level subtask settings for the current dashboard review.

Use it when you want to:

Include child tasks in operational counts.
Exclude child tasks and focus only on parent tasks.
Compare why a widget differs from a List view.

Common permissions and disabled states

State	What it means	What to do
Add Widget is disabled	You may not have create/edit access, a widget is being added, or the dashboard has reached the widget limit.	Ask for access, wait for the current action to finish, or remove unused widgets.
Widget actions are missing	You may have view-only access or the dashboard is built-in.	Use the widget as a report, or create a custom dashboard if you need control.
Template action is disabled	A template is being applied or you do not have edit access.	Wait for the current action or ask for dashboard edit access.
Widget details do not open	The widget may not support details, or you may not have access to the source work.	Search for the related List, Task, Goal, CRM record, or time log manually.
No internet appears in edit widget	The app cannot save or load required data.	Reconnect and retry before changing settings.

Troubleshooting

Dashboard is empty

Symptom: You see template cards or a blank dashboard.
Cause: No widgets have been added yet, or the dashboard is new.
Resolution:
1. Use a template for a recommended starting point.
2. Use Create from scratch if you know which widgets you want.
3. Add at least one widget from Add Widget.

Dashboard numbers do not match a List

Symptom: A dashboard count differs from a List view count.
Cause: The dashboard may use a different date range, subtask setting, Space scope, widget filter, or permission boundary.
Resolution:
1. Confirm the same Space is active.
2. Match the date range.
3. Check whether subtasks are included.
4. Compare widget filters with List filters.
5. Open source work before reporting a mismatch.

Symptom: The widget exists, but the count, chart, or rows are empty.
Cause: There may be no matching work, the date range may exclude matches, the widget filter may be narrow, or you may not have access to the source work.
Resolution:
1. Expand the date range.
2. Toggle subtasks if relevant.
3. Edit the widget filter if you can.
4. Confirm the source List, Task, Goal, CRM record, or time log exists.

FAQ

Should I use Summary or a custom dashboard?

Use Summary for broad health and risk review. Use a custom dashboard when you want a specific template, widget mix, or report layout.

Should I start with a template or from scratch?

Use a template when you want a useful review page quickly. Start from scratch when you already know the exact widgets and filters you need.

Are dashboards exact reports?

Dashboards are decision aids based on app data, date range, settings, and access. Before making important decisions, open the source work behind the widget.