Working with dashboards
Updated in 2026
By default, the dashboard is the first thing you see when you start. You can also open it anytime by navigating to My Work > Dashboard in the sidebar. The dashboard displays key information and provides shortcuts to frequently used actions, allowing you to monitor important data and quickly access the tools you use most often. For an illustration, see Dashboard.
You may have access to more than one dashboard. If multiple dashboards are available, you can switch between them using the Dashboard list in the upper-left corner.
Dashboard widgets
Dashboards consist of informative panels called widgets. Widgets support different use cases, including interactive analytics, charts, tables, activity feeds, links, and static content.
Some widgets display static information or collections of items, while others provide interactive analytics sourced from Reports > Analytics. See the widget types below for descriptions, available actions, and examples.
| Widget type | Description and available actions | Examples |
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Announcements |
Displays a list of active announcements. Click See details to open the full announcement and view additional information. |
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Chart Analytics |
Displays interactive charts based on your data to visualize trends, metrics, comparisons, and distributions using different visualization types, including bar, line, area, pie, and donut charts. Chart widgets support the following actions:
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Counter Analytics |
Displays one or more dashboard metrics, such as the number of resolved tickets or the value of IT assets. Counters can show a single value, multiple values for different groups or time periods, and optional comparison indicators between values. |
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Counter Group |
Displays multiple related metrics together for monitoring and comparison, such as submitted versus Counter groups help compare different data sets within a single widget and can also display comparison indicators between adjacent counters. |
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Create |
Lists workflow Click an action to create an object. |
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Links |
Displays a collection of links to web pages for quick access. Click an item to open the corresponding resource. |
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Report List |
Shows a list of printable reports. Click a report to run it. |
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Table Analytics |
Displays records filtered by specific criteria, either for a single object class such as Click an item to open its details. |
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Displays recent activity for Click an entry to open the related object or activity details. |
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| Views |
Displays a list of shared data views fir quick access. Click a view to open it. |
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NOTE: Examples marked with an asterisk (*) are included in the default widget library. Other examples can be easily created as custom widgets.
Widgets are managed directly within dashboards, where you can add widgets from the available widget library, edit existing widgets, and create new ones. The ability to manage dashboards and widgets depends on your role.
Refresh widgets and dashboards
The currently displayed dashboard refreshes automatically every few minutes. You can also refresh specific widgets or the entire dashboard manually.
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To refresh a widget, click Refresh
in the upper-right corner of the widget. -
To refresh the whole dashboard, press F5 on your keyboard.
Customize dashboards
Dashboards are provided by default, but you can personalize them to fit your workflow or create new dashboards.
When creating or customizing, you can add, move, or remove widgets, adjust their size and placement, and apply auto-arrangement for a clean, compact view with one click. Your role in the organization determines which widgets you can access.
To customize a dashboard:
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Go to My Work > Dashboard and open the dashboard to modify. To switch between dashboards, use the Dashboard list in the upper-left corner of the module menu.
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Click Customize Dashboard
in the upper-right corner. The Customize Dashboard pane opens. -
Browse through your available widgets on the Widgets tab. Widgets are grouped by type and can be filtered for easier navigation.
INFO: For details on widget types, see Dashboard widgets above.
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Add, move, resize, and remove widgets:
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To add a widget, drag it from the list to the dashboard area. It appears immediately. Widget availability is determined by sharing settings, you only see widgets that have been shared with you.
NOTE: If a widget has not been shared with you, it appears on the dashboard as a placeholder panel with the widget title and an unavailable message.
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To move widgets, drag them to new positions.
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To resize a widget, drag its edges with the mouse.
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To remove a widget, click Remove (X icon) in the tab bar. The widget disappears from the dashboard area but remains available in the Widgets tab.
If there are gaps between widgets, click Auto-arrange
in the toolbar to align them into a compact, organized layout.TIP: You can always reset the dashboard to its last saved configuration by clicking Reset in the toolbar. This restores the dashboard to its last saved widget set and layout.
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Save your changes: Click Save or Save As to store your customized dashboard.
Share dashboards
A dashboard can be personal or shared, meaning it can be visible to others.
IMPORTANT: Dashboard access and widget access are controlled separately. Users can open a dashboard only if the dashboard is shared with them. However, users can only view widgets that are also shared with them individually. If a dashboard contains widgets that a user cannot access, those widgets appear as unavailable panels with a message indicating restricted access.
To change a dashboard's sharing options:
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Go to My Work > Dashboard and open the dashboard to share or make it personal. To switch between dashboards, use the Dashboard list in the upper-left corner of the module menu.
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Click Customize Dashboard
in the upper-right corner. -
In the Customize Dashboard pane, open the Sharing tab.
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Select one of the following options:
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Only me: Keeps the dashboard private and visible only to you.
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Everyone: Makes the dashboard visible to all users.
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Specific people or groups: Shares the dashboard with selected users and/or groups. You can choose multiple recipients, allowing you to grant access to specific individuals, multiple teams, or both.
A dashboard becomes visible to all selected users, as well as to members of any selected groups. A user can access the dashboard if they are selected directly or belong to at least one of the selected groups.
TIP: The concept of "dashboard owner" ensures that the creator maintains uninterrupted access to their dashboards, regardless of their group membership or sharing settings. The owner is always considered to have access and cannot be removed from the Specific people or groups list.
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Click Save to apply your sharing settings to the current dashboard or Save As to create a new one based on your changes.
Create dashboards
You can create a new dashboard in two ways: from scratch, or by using an existing dashboard as a starting point. Starting from scratch gives you a blank dashboard you can build step by step, while starting from an existing dashboard lets you reuse its layout, widgets, and settings - then adjust them as needed.
To create a dashboard:
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Go to My Work > Dashboard.
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Do one of the following:
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To start from scratch, click New.
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To base the new dashboard on an existing one, switch to the dashboard you want to use as a starting point.
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Customize the dashboard as described above.
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Share the dashboard or keep it personal, as described above.
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Click Save as to save your new dashboard.