Overview #
Dashboards in Workflo give you a customizable, visual summary of your work. Whether you need to track task completion rates, monitor overdue items, or present progress to a client, dashboards put the information you care about in a single, easy-to-read view.
What Is a Dashboard? #
A Dashboard is a configurable reporting surface within a workspace. It aggregates data from your projects and tasks and presents it in visual formats — such as charts, graphs, and summary panels — so you can assess the state of your work at a glance.
Unlike project views, which are focused on the detailed execution of individual tasks, dashboards are designed for reporting and decision-making.
Examples of dashboards in practice:
| Audience | Dashboard Purpose |
|---|---|
| Project manager | Task completion by team member across all active projects |
| Department head | Overdue tasks by project this month |
| Executive | Portfolio-level progress summary for client review |
| HR manager | Open positions by stage in the hiring pipeline |
| Finance team | Budget utilization across active engagements |
Dashboard Access: Public vs. Private #
Each dashboard can be set to Public or Private within the workspace:
- Public Dashboard — Any workspace member (who is not a Limited Access Guest) can view the dashboard
- Private Dashboard — Only members explicitly added to the dashboard can access it
Dashboard Roles #
| Role | Description |
|---|---|
| Admin | Full control: can edit, delete, manage members, and modify dashboard settings |
| Editor | Can update dashboard content and configuration |
| Viewer | Read-only access; can view the dashboard but cannot make changes |
Creating a Dashboard #
Any workspace member (except Limited Access Guests) can create a dashboard. To create one:
- Navigate to the Dashboards section of your workspace
- Click New Dashboard
- Provide a name and description
- Set the access level (Public or Private)
- Configure your data panels and visualizations
- Share with relevant stakeholders by adding them as members
Managing a Dashboard #
Updating a Dashboard #
Dashboard Admins and Editors can modify the dashboard’s content, layout, and data sources. Dashboard Viewers cannot make any changes.
Sharing a Dashboard #
To share a dashboard with additional workspace members, a Dashboard Admin can add new members and assign them the appropriate role. Members added as Viewers receive read-only access, making dashboards a safe way to share progress with clients or executives who do not need to interact with the underlying data.
Pinning a Dashboard #
Dashboards can be pinned to your sidebar for quick access. This is useful for managers and executives who check in on the same dashboard regularly.
Who Should Use Dashboards? #
Dashboards are most valuable for:
- Managers and project leads who need a live overview of team performance
- Executives and leadership who want high-level progress summaries
- Clients who have been granted Viewer access to see progress on their work
- Operations teams monitoring efficiency and capacity
- Any team that holds regular status meetings and wants data-driven updates
Dashboard vs. Portfolio: What Is the Difference? #
| Feature | Portfolio | Dashboard |
|---|---|---|
| Purpose | Group and track projects | Visualize and report on data |
| Content | A list of related projects | Charts, graphs, and metrics |
| Best for | Project oversight | Performance reporting |
| Audience | Project managers, stakeholders | Executives, clients, team leads |
Both tools are complementary — portfolios give you the organizational view, dashboards give you the analytical view.
Enterprise Dashboards #
Organizations on the Enterprise plan have access to custom, advanced dashboards with enhanced reporting capabilities. These include deeper analytics, AI-powered insights, and expanded visualization options.
Best Practices #
- Design dashboards for a specific audience. A dashboard for a client presentation should look different from one used for internal project tracking. Tailor the content to what that audience actually needs to see.
- Share with Viewer access by default. When distributing a dashboard to anyone outside your immediate team, use Viewer access to prevent accidental edits.
- Review dashboards regularly. Data is only useful if it is current. Ensure the underlying tasks and projects feeding the dashboard are being kept up to date.
- Use private dashboards for sensitive reporting. Financial performance, headcount data, and compensation metrics should always be kept in private dashboards.
