> 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.

# 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](/product/workbench/activity-feed), filtered to whichever scope you set on its title bar.
6. **Pi summary**: a generated morning briefing. Configure tone in [Pi preferences](/product/ask-pi/pi-preferences).
7. **Saved report**: embed any [report](/product/workbench/reports) directly on the dashboard.
8. **Quick filters**: chips that jump you into pre-saved views from [Filters and views](/product/workbench/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](/product/workbench/open-the-workbench)
* [Reports](/product/workbench/reports)
* [Filters and views](/product/workbench/filters-and-views)

Email **[help@pivotal.app](mailto:help@pivotal.app)** with a screenshot of where you got stuck and the customer or onboarding id from the URL.