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Building a Dashboard

What you'll do

Create or customize a dashboard to display key metrics and information about your Space.

Before you start

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

Steps

  1. Open the Space and navigate to its Dashboard.
  2. Click Edit dashboard or Customize (exact label varies).
  3. Click Add widget to add a new card.
  4. Choose a widget type:
    • Stat card — shows a single number (e.g., "Open tasks: 12")
    • Chart — shows a graph or visualization
    • Table — shows a filtered list of records
    • Other types — depends on what your administrator has configured
  5. Configure the widget:
    • Choose the data source (what it shows)
    • Set filters or conditions if needed
    • Customize the appearance (colours, labels, etc.)
  6. Click Add.

Rearranging widgets:

  • Drag widgets to reorder them.
  • Resize widgets by dragging their edges.

Removing widgets:

  • Click the Remove icon on a widget to delete it.

Saving:

  1. When done, click Save or Done to save your dashboard.
  2. The dashboard is now visible to other Members of the Space (unless it's a personal dashboard).

What happens next

Your dashboard is saved and appears when anyone opens the Space. You can edit it anytime to add more widgets or change the layout. If Agents are enabled, agents can create dashboards for you automatically.

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