Dashboards

A dashboard is a user-configurable start page made up of widgets. Each employee can create multiple dashboards and switch between them.

Personal vs. shared dashboards

Every dashboard has an assignee — the employee who owns it. By default a dashboard is personal: only the assignee sees it.

A dashboard can be made visible to others in two ways:

  • Public — visible to every employee in the organization.

  • Shared with groups — visible to members of selected employee groups.

Only the assignee can edit a dashboard’s layout or its widgets. Other employees who can see the dashboard can view it but not change it.

Creating a dashboard

Open the Dashboards section and create a new dashboard. Give it a name, choose whether it is public or shared with specific groups, and save.

The new dashboard starts empty. Add widgets to populate it — see widget reference for the available types.

Layout

Dashboards use a grid layout with eight columns. Widgets snap to the grid and can be resized by dragging their edges. Drag a widget by its header to reposition it.

Only the dashboard’s assignee can rearrange or resize widgets.

Refreshing data

Widget data does not update automatically. Use the refresh control to reload the data for a widget.

Deleting a dashboard

Only the assignee can delete a dashboard. Deleting a dashboard removes all of its widgets.

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