> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.pivotal.app/llms.txt.
> For full documentation content, see https://docs.pivotal.app/llms-full.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.pivotal.app/_mcp/server.

# Workbench

The Workbench is where you start the day. It pulls today's tasks, at-risk customers, recent activity, and Pi's morning summary onto one configurable page. Every teammate sees the same shape, but the widgets, filters, and saved views you keep are yours.

Six surfaces live inside it:

* [Favorites](/product/workbench/favorites) are per-user starred records. Star a customer or onboarding and it gets a one-click entry in your sidebar.
* [Pinned items](/product/workbench/pinned-items) are tasks or comments you stick to the top of a list so the team sees them first.
* [Filters and views](/product/workbench/filters-and-views) save a query plus sort combo. Mark a view public and the rest of your team can load it.
* [Reports](/product/workbench/reports) are saved aggregations like "Onboardings launching this month by CSM" or "Tasks overdue by owner."
* [Search](/product/workbench/search) (⌘K) is the global jump-to across customers, onboardings, tasks, and contacts.
* The [activity feed](/product/workbench/activity-feed) streams recent edits across the workspace, scoped to whatever filter you set.

Two extras round it out: a [streak counter](/product/workbench/streak-and-sample-data) tracks consecutive days with completed work, and a sample workspace lets you spin up demo customers and onboardings for training without touching production.

Start with [Open the Workbench](/product/workbench/open-the-workbench) to learn the shortcuts, then [Customize your dashboard](/product/workbench/customize-your-dashboard) to lay out the widgets you want.

Email **[help@pivotal.app](mailto:help@pivotal.app)** with the article you're on and a screenshot if you're stuck.