Open the Workbench
Three ways in, plus what loads first and how to bookmark it.
The Workbench is the default landing page after sign-in, but you’ll spend a lot of the day jumping back to it from a customer or onboarding view. ⌘J is the fastest way in.
Three options, in order of how often you’ll use them:
my.pivotal.app/workbench if you want it as a browser tab.Your last layout. If this is your first visit, you get the default: My Tasks (top-left), At-Risk customers (top-right), Recent Activity (bottom-left), Pi’s daily summary (bottom-right). Rearrange any of it from Customize your dashboard.
The widgets that show data scoped to you (My Tasks, your favorites) use your assignee filter. Workspace-wide widgets (At-Risk, Activity) honor the role-based scoping in Roles and permissions. A read-only role sees the same widgets but cannot dismiss or reassign anything from them.
Yes. Layout, widget choice, and saved views are per-user. Public views and reports are shared, but your dashboard arrangement is private. If your manager wants to share a layout, screenshot the dashboard and have them rebuild it on their side. There’s no “copy layout from teammate” action.
⌘J toggles. Press it once to open the Workbench, press it again to drop back to the page you came from. Pivotal preserves scroll position and any unsaved comment drafts in the previous view. Tab state in record pages (e.g. Tasks tab vs Activity tab on a customer) is also kept.
Two common causes:
my.pivotal.app or remap Pivotal’s shortcut at Settings > Keyboard shortcuts.Email help@pivotal.app with a screenshot of where you got stuck and the customer or onboarding id from the URL.