Dashboards
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 |
Widget Types
Dashboards are built from widgets, each rendering your task and project data as a different chart type:
| Widget | Best for |
|---|---|
| Bar | Comparing a metric across categories, like tasks per project |
| Grouped Bar | Comparing two related metrics side by side within each category |
| Stacked Bar | Showing how a total breaks down into parts, like tasks by status |
| Line | Tracking a metric over time |
| Burnup | Tracking completed work against total scope as it grows |
| Burndown | Tracking remaining work toward a deadline |
| Pie | Showing proportions of a whole, like task distribution by assignee |
| Number | Highlighting a single key metric, like open task count |
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.