Customize your dashboard

The default Workbench layout works on day one, but most CSMs and ops folks tune it within the first week. Layout is per-user, so changes here only affect what you see.

Open customize mode

Open Workbench > ⋯ (top-right) > Customize. The page enters edit mode: widget headers grow drag handles, a + Add widget button appears in the toolbar, and a faint grid shows where blocks will snap.

Press Done when you’re finished. Press Reset to default if you want to start over.

Add a widget

Click + Add widget and pick from the catalog:

1. My tasks: tasks assigned to you, grouped by due date. Click a row to open the task in context.
2. At-risk list: customers with status at_risk or onboardings whose target_launch_date is in the past. Limited to records you own unless your role has workspace-wide read.
3. Launches this week: onboardings whose target_launch_date falls in the next 7 days, regardless of phase.
4. Recent customers: the last 10 customers you opened. Useful for jumping back into work.
5. Activity feed: the workspace activity stream, filtered to whichever scope you set on its title bar.
6. Pi summary: a generated morning briefing. Configure tone in Pi preferences.
7. Saved report: embed any report directly on the dashboard.
8. Quick filters: chips that jump you into pre-saved views from Filters and views.

Each widget can appear once, except Saved report, which you can add multiple times pointed at different reports.

Move and resize

In edit mode, drag a widget by its header to move it. Drag the bottom-right corner to resize. Widgets snap to a 12-column grid. The smallest size is 3 columns wide and 1 row tall; the largest is 12 columns wide and 4 rows tall.

If you drag a widget on top of another, the underlying widget shifts down. If you want to swap two widgets, drag the first one off the grid (top toolbar), drop the second in its place, then drop the first into the gap.

Who sees what

Your layout is private. Other teammates open the Workbench and see their own arrangement. Widgets that show scoped data (My tasks, Recent customers, Pi summary) only render your records. Widgets that show shared data (Saved report, Activity feed) render the same records for everyone, but each teammate’s filter and column choices on those widgets are saved separately.

A common pitfall: you add a Saved report widget pointing at a private report. Teammates can’t see private reports, but they can see your widget pointing at one, so it shows as “Report not available.” Mark the report public from its overflow menu first.

Related

• Open the Workbench
• Reports
• Filters and views