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Building a Dashboard

What you'll do

Create a new dashboard, give it a name, then ask the AI assistant to fill it with widgets.

Before you start

You need Editor or Owner permissions in the Space. Your administrator must have enabled dashboards for your Space.

Steps

  1. Open the Space and click Dashboards in the sidebar.
  2. Click the + button above the list. A flyout slides in.
  3. Type a Name for the dashboard (for example, "Quarterly overview") and, optionally, a short Description explaining what it's for.
  4. Click Create dashboard. The new dashboard opens — empty for now — and its name appears in the list on the left.
  5. Click the purple Ask Anything button in the top right of the page to open the assistant.
  6. Describe what you want: "Add a chart of open tasks by team", "Show me employee count and headcount change month over month", or "Build me a company overview." The assistant adds the widgets one by one and the dashboard refreshes as each one lands.
  7. Keep talking to the assistant to refine — "Remove the tasks widget", "Change the chart to monthly", "Add a stat card for total payroll." You can keep typing your next request while the assistant is still responding to the previous one.

Renaming or editing the dashboard

Click the pencil icon next to the dashboard title. The same flyout opens with the existing name and description pre-filled. Make your changes and click Save changes.

Deleting a dashboard

Click the trash icon next to the dashboard title and confirm.

What happens next

Your dashboard is saved and appears in the list for anyone with access to the Space. Come back to it anytime — open the list, click its name, and either keep refining via Ask Anything or interact with the widgets directly.

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

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