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Dashboards and Widgets

What it is

A Dashboard is a customizable view of your Space's key metrics and information. It's made up of Widgets — individual cards showing stats, charts, tables, or other visualizations.

When to use it

Create a dashboard to focus on the numbers that matter to you: employee counts, open tasks, recent activity, financial summaries, or anything else. Different roles might have different dashboards.

Where to find it

Click Dashboards in your Space's sidebar. The page shows a list of every dashboard in your Space on the left and the selected one on the right.

The list has a search box for filtering by name and a + button for creating a new one. Each row shows the dashboard's name and how many widgets it contains.

How it works

Opening a dashboard:

Click any name in the list on the left. The dashboard opens on the right with its title, description, and all of its widgets laid out.

Creating a new dashboard:

  1. Click + above the list.
  2. A flyout slides in asking for a Name and an optional Description.
  3. Click Create dashboard. Hub takes you to the new (empty) dashboard.
  4. From there, open Ask Anything and tell the assistant what to add — for example, "Add a chart of open tasks by team" or "Show me a company overview with employee count and recent activity." The widgets appear as the assistant builds them; the dashboard refreshes itself as each one lands.

Editing the dashboard's name or description:

Click the pencil icon next to the title. The same flyout opens with the existing values pre-filled. Update and click Save changes.

Deleting a dashboard:

Click the trash icon next to the title and confirm.

Editing widgets directly:

Most widgets can be added, removed, or rearranged through the editor in your Space. The exact buttons depend on which widgets your administrator has enabled.

Live updates from the assistant:

When the assistant adds, removes, or updates a widget through Ask Anything, the dashboard you're looking at refreshes automatically — you don't need to reload the page.

If Agents are enabled, agents can also create and populate dashboards for you automatically.

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