Customizing your dashboard
Your dashboard is yours. Each person builds their own from widgets, so the view you land on every morning shows the work you actually care about rather than a fixed summary.
Build your dashboard
Open the dashboard customization page and add widgets. For each one you choose what it lists and how it is filtered:
- Assignments, your own steps, filtered to Late, Today, This Week or Next Week.
- Runs, filtered to In-Progress, Scheduled, Late or Completed.
- Run steps, the most flexible: All, Not Completed, In-Progress, Late, Skipped, Today, This Week or Next Week.
- Workflows, handy as a launcher for the ones you start often.
- Scheduled runs, Active or Inactive.
- QuickLists and Comments.
Widgets can be narrowed further by department, by workflow, by tag, and by person, so "late steps on the onboarding workflow assigned to my team" is one widget rather than a saved search you have to remember.
Each widget shows up to 15 items.
A dashboard worth having
The common mistake is adding everything, which produces a wall you stop reading within a week. A dashboard that gets used tends to have three or four widgets:
- one for what is late, so it cannot be missed
- one for what is due today or this week
- one for the workflows you start regularly
- for managers, one filtered to the team rather than to yourself
Put the widget you must not ignore at the top. See Reordering Dashboard Widgets.
Widgets for everyone
Admins can build a widget once and push it to entire departments, so a team does not each have to construct the same view. See Sharing a Dashboard Widget.
Video walkthrough
This video walks through customizing your dashboard.