Dashboards

Dashboards give you a Monday-style, at-a-glance picture of work across projects, boards, and the helpdesk. They are built from widgets and can be filtered and shared read-only.

Widgets

A dashboard is a canvas of widgets, each summarizing the underlying data:

Widget	Shows
Number	A single key metric (e.g. open tickets, items due this week).
Bar / Line / Pie chart	Breakdowns and trends over time or by category.
Timeline	Scheduled items and milestones across a date range.
Workload	Team capacity and assignment balance.
Table	A filtered grid of items, tickets, or work orders.

Aggregating across the organization

Unlike a single project view, dashboard widgets can aggregate across multiple projects and boards — and across the helpdesk — so leaders see the whole picture in one place. Combine ticket metrics and project progress on the same dashboard.

Widgets can be built over all four work types — tickets, work orders, project tasks, and action items — so a single dashboard can mix helpdesk, facilities, and project metrics.

What you can see

You only see widgets for the work types you have access to:

• A facilities-only user gets facility widgets, not ticket widgets; a helpdesk user without facilities access doesn't get work-order widgets.
• Facility widgets respect campus-group visibility — a Bronx user's work-order widget won't include New Rochelle.
• Action-item widgets are scoped to your own items.
• Admins see everything.

See Module-based access for how roles control this.

Filtering

Apply filters at the dashboard level (date range, team, project, priority, custom field values) to focus the entire board on a slice of work. Widgets respect the dashboard's filters, so you can reuse one layout for different contexts.

Sharing read-only

Dashboards can be shared read-only with stakeholders who need visibility but not edit access. This is ideal for executives, clients, or cross-functional partners.

Building a dashboard

1. Create a new dashboard.
2. Add widgets and point each at the projects, boards, or ticket queues it should summarize.
3. Configure each widget's metric, grouping, and chart type.
4. Set dashboard-level filters.
5. Share read-only if others need to follow along.

Dashboards vs. reports

A dashboard is a visual canvas for monitoring. When you need an exact, exportable, or scheduled-by-email dataset instead — for example SLA compliance or cross-module workload figures — use Reports.

Tips

• Back widgets with saved filters for consistency across your dashboards.
• Mix helpdesk and work-management metrics to show the full operational picture.
• Keep an executive dashboard at the portfolio level for cross-project roll-ups — see Projects.
• For tabular, exportable, or scheduled output, pair dashboards with Reports.