Streak and sample data
A daily streak counter for momentum, plus a disposable sample workspace for training.
Two small features that share a Workbench header but solve unrelated problems. The streak counter is a gentle nudge to keep momentum. Sample data gives you a sandbox for training new hires or testing a workflow.
Any of these actions on a given day, recorded in your local timezone:
Read-only actions do not count. Opening the Workbench, scrolling the feed, or running search will not keep the streak alive.
At midnight in the timezone set on your user profile. If you complete one task at 11:59 PM and another at 12:01 AM, the streak ticks up on both days. If you skip a day, the counter resets to 0 the next time you do qualifying work.
There is no grace period. There is no streak freeze. Pivotal does not gamify customer-success work past the counter, and there are no badges or leaderboards tied to it.
Yes. Open Profile > Preferences > Workbench and toggle off Show streak counter. The header collapses and reclaims the space. Your underlying streak still ticks; toggling back on shows the current count.
Sample data is a separate workspace populated with 12 fictional customers, 18 onboardings across all five phases, and ~200 tasks. Use it to:
The sample workspace is shared across your team. Anyone in your real workspace sees the same set of fictional customers. You can edit, comment, and complete tasks freely; data resets every 30 days back to its seed state.
Click your workspace name in the top-left, pick Sample workspace from the dropdown. The whole app reloads pointing at sample data; the URL changes to my.pivotal.app/sample/.... A yellow banner across the top reads “You’re in the sample workspace.” Switch back the same way.
Three things stay locked:
Everything else (tasks, comments, phase moves, custom fields, saved views) is editable and persists until the 30-day reset.
No, by design. Sample is meant to stay fictional so it’s safe to share screenshots and run trainings. If you need a private staging environment with realistic data, create a second workspace from Create your workspace and use Data export to seed it.
Email help@pivotal.app with a screenshot of where you got stuck and the customer or onboarding id from the URL.