Dashboard
Every level of your workspace — your User Space, and each Organization, Group, and Project — has its own dashboard: the page you land on when you open it. A dashboard is built from widgets that give an at-a-glance view of that level’s resources.
Widgets are configurable. Anyone with admin access to a level can add, edit, reorder, and remove its widgets; everyone else with access sees the same layout. Changes appear for all viewers live, without a refresh.
Widget types
Section titled “Widget types”| Type | Shows |
|---|---|
| Table | The top rows of a resource matching a search — e.g. the 10 most recent failed tasks |
| Count | A live count of a resource matching a search — e.g. how many task templates have errors |
Both widget types support these resources: Tasks, Task Templates, Schemas, Services, and Automations.
Every widget links through to the matching list view with its search already applied, so a widget doubles as a saved shortcut into a filtered list.
Configuring widgets
Section titled “Configuring widgets”In edit mode, each widget has a few settings:
- Title — the heading shown on the widget.
- Search — a query in the same syntax as the resource’s list view. This is what the widget lists or counts; an empty search matches everything.
- Sort (table widgets) — which field to sort by, and the direction.
- Rows (table widgets) — how many rows to show: 5, 10, or 15.
- Size — how wide the widget is in the grid: Small, Medium, or Wide.
Reorder widgets by dragging them in edit mode. The dashboard lays widgets out in a flow grid that wraps to fit the available width.
What each viewer sees
Section titled “What each viewer sees”- Configuring widgets requires admin access to the level. Members without admin access see the dashboard but cannot change it.
- Widget contents always run as the viewer. A widget describes what to show, but each person only sees data for resources they are allowed to read. If you lack access to a resource, its widget appears empty for you — even though a teammate with access sees it populated.
Empty dashboards
Section titled “Empty dashboards”A new level starts with no widgets — nothing is seeded by default. Admins see a placeholder prompting them to add the first widget; everyone else sees an empty dashboard until an admin configures it.