Dashboard

The dashboard is your start page. Build custom views with widgets from the widget library, arrange them freely, and save multiple layouts for different workflows. Layouts can stay personal, and users with workspace settings management access can share workspace layouts with everyone.

Setup alerts

• Above the widget grid, the dashboard can show alerts that need attention before normal work.
• Pending workspace invitations can be accepted or declined directly from the dashboard.
• If your profile still misses required name fields, the alert links to Settings → Account.
• For admins in workspaces with organizations and billing-related features enabled, another alert can point to a missing or incomplete issuer organization and open the relevant organization record.

Enter edit mode

1. Click Customize dashboard in the header.
2. The dashboard enters edit mode where widgets can be moved, resized, or removed.
3. Click Save to persist your changes, or Cancel to discard.

Add widgets from the widget library

1. In edit mode, click Add widget.
2. A dialog opens showing all available widgets organized by category (Statistics, Finance, Tasks, Reports, Calendar, etc.).
3. Browse categories using the tabs at the top.
4. Click a widget card to add it to your dashboard.
5. The widget appears at the bottom of your layout—drag it to your preferred position.

Resize and arrange widgets

• Drag widgets by their header to reposition them on the grid.
• Resize widgets by dragging their bottom-right corner.
• The layout is responsive: each breakpoint (desktop, tablet, mobile) stores its own arrangement. Resize your browser to configure smaller screens.
• Widgets snap to a grid for consistent alignment.

Remove widgets

• In edit mode, click the X button on any widget to remove it.
• Removed widgets can be re-added later from the widget library.

Save, duplicate, and switch layouts

• Save: Persists the current arrangement to your account.
• Duplicate: Creates a copy of the current layout as a new saved layout.
• Switch layouts: Click the layout dropdown in the header to choose a different saved layout.
• Share with workspace: Users with workspace settings management access can make a layout available to everyone in the workspace. Shared layouts use the globe icon; users with that access and the creator can edit them.
• Set as default: Use the star in the layout dropdown to mark a personal default for yourself. Users with workspace settings management access can star a workspace layout to make it the fallback layout and the layout assigned to new members who do not already have one.
• Delete layouts: Remove layouts you no longer need from the layout dropdown.

Use multiple layouts for different contexts, e.g., one for daily operations, another for weekly reviews.

Workspace assignment

• Users with workspace settings management access can use Workspace Settings -> Dashboards to assign an active shared layout to all active members, selected roles, or selected members.
• Assigning a layout changes the targeted members' active dashboard. The optional cleanup setting removes their personal dashboards in the current workspace.
• The management table shows each member's current dashboard and saved personal dashboards, and users with workspace settings management access can delete a member-owned dashboard from that table.

Widget categories

Category	Example widgets
Statistics	Total users, draft reports, total reports, reports this week, projects count, work orders count, contacts count, vehicles count, events, festivals
Finance	Open invoices, incoming invoices, income vs expense, reconciliation warnings, financial entries, expense breakdown, total revenue, outstanding revenue, average invoice value, revenue chart, revenue by customer
Tasks	My open tasks
Reports	Draft reports table, my open work times, time tracking (start/stop timer), team month activity, work time confirmations
Calendar	Calendar (events, festival days, vehicle inspections)
Inventory	Materials near reorder level
Sales	Orders graph, recent sales
CMS	Latest CMS activity and draft CMS records ready to publish
User	User info, clock & weather, recent activity, quick notes
Visualization	Work time allocation (bar chart), work times heatmap (GitHub-style), map

Some widgets are role-restricted (e.g., Total users is admin-only). Finance widgets also depend on the matching enabled features and data. For example, Reconciliation Warnings needs invoice and bank-transaction data, while Financial Entries and Expense Breakdown appear with the Financial Entries feature. The Recent Activity widget combines a Workspace tab with a Mine tab so you can switch between workspace-wide activity and entries relevant to your own account. The CMS widget combines latest CMS activity with draft records. You can open the CMS from the widget, open records from the list, and publish draft records directly when you are not editing the dashboard layout. The Work Time Confirmations widget appears when Work Times are enabled and the role can read and update work times. It shows pending manager/admin confirmations, opens Pending Confirmations, and can approve or decline entries inline when manager confirmations are enabled. The Quick Notes widget stores pasted text or links without leaving the dashboard. Notes start private and can be shared with the workspace by their creator. Page actions appear only when Pages are enabled and the user's role can create or read them; link notes can be added to projects only when Projects are enabled and the role can update the project. On desktop, the bottom Recent updates bar shows the newest status message or tracked activity. Open it to review recent status toasts and activity entries; entries with routes open the related record or feature.

Best practices

• Start with a few key widgets and add more as needed.
• Place frequently checked widgets (e.g., My open tasks) near the top.
• Create separate layouts for different roles or focus areas.
• Review and clean up unused layouts periodically.