Dashboard Templates

Start a dashboard from a ready layout and change any widget afterwards.

Every new dashboard starts from a template: a ready layout of widgets. Pick the one closest to what you want to watch, then add, move or remove widgets as you like. Changing a dashboard never changes its template.

Required permission:

• Add dashboard

Create a dashboard

1. Open Analytics › Dashboard and click New.
2. Type a Dashboard name.
3. Click a template.
4. Click Preview dashboard.

1. Dashboard name: the name shown in the dashboard list, for example Morning operations.
2. Blank: an empty canvas, to add only the widgets you want.
3. Selected template: the template you picked. Each card shows the template’s name, what it is for and how many widgets it has. Default Dashboard is picked when the dialog opens.
4. Preview dashboard: open the layout with your own numbers.

The preview is not saved yet. A Not saved banner says so. Drag and resize widgets, add or remove some, then click Save to create the dashboard. If you leave or click Discard, nothing is added to your dashboards. See Editing a Dashboard.

A new dashboard is private. Only you can see it until you share it.

Templates

Template	What it is for	Widgets
Blank	An empty canvas. Add the widgets you want.	No widgets.
Daily Operations	Today’s volume, what is done, what is still open.	Total Tasks, Completed Tasks, Active Tasks, Unassigned, Tasks by Status, Tasks by Flow, Volume Trend
Deadline Watch	Tasks due in the range, how many are met, and where overdue work is piling up.	Tasks Due in Range, Due and Completed, Due and Still Open, Overdue Open Tasks, Deadlines per Day, Overdue Open Tasks by Hub, Overdue Tasks per Assignee, Due and Open by Hub, Overdue Open Tasks by Flow
Default Dashboard	Task activity over time, the status split, per-user activity, and users by status.	Task Activity, Tasks by Status, User Activity, User by Status
Dispatch Control	What is waiting to be picked up, what is running late, and who is carrying the open work.	Unassigned, Overdue Open Tasks, Stalled Ongoing Tasks, Active Field Staff, Unassigned by Hub, Ongoing per Assignee, Tasks Assigned by Dispatcher, Open Tasks by Flow
Field Team Productivity	Who is active, who completes the work, and how much time goes into travel.	Active Field Staff, Staff Who Completed Tasks, Total Travel Time, Avg Travel Duration, Assignee Workload by Hub, Completions per Staff by Flow, Travel Duration per Assignee, Ongoing per Assignee, Hourly Completions
Hub Comparison	Hubs side by side: volume, status, task type mix, daily trend and travel duration.	Active Hubs, Total Tasks, Completed Tasks, Overdue Open Tasks, Status by Hub, Flow Mix by Hub, Daily Volume by Hub, Daily Completions by Hub, Travel Duration by Hub, Unassigned by Hub
Hub Performance	How the hubs compare on volume and completion.	Tasks by Hub, Completed by Hub, Total Tasks, Completed Tasks, Overdue Open Tasks, Active Hubs, Completion Trend, Task Location Heatmap
Task Status	The status split, plus completion per hub.	Tasks by Status, Ongoing, Done, Unassigned, Completed by Hub, Due and Still Open
Team Performance	Workload and completion per assignee.	Tasks by Assignee, Completed per Assignee, Tasks per Assignee, Avg Travel Duration, Active Field Staff
Travel Time	How long field staff spend travelling, in minutes, overall and per hub and task type.	Total Travel Time, Avg Travel Duration, Longest Travel Time, Tasks with Travel Time, Travel Duration Trend, Travel Duration by Hub, Travel Duration by Flow
Weekly Review	Week-by-week volume and completions, with the status split by task type and label.	New Tasks Created, Total Tasks, Completed Tasks, Overdue Open Tasks, Weekly Volume, Weekly Completions, Weekly Volume by Hub, Status by Flow, Status by Label, Completed by Label

Widget names that say Flow count by task type. Every widget is described in Dashboard Widgets.

Which template to start from

• Daily Operations: a morning check of today’s volume and what is still open.
• Deadline Watch: whether tasks are finished before their end time, and where overdue work sits.
• Default Dashboard: the four charts of the previous version’s task dashboard.
• Dispatch Control: for dispatchers, who need to see unassigned and stalled work and who carries the open tasks.
• Field Team Productivity and Team Performance: workload, completions and travel time per person.
• Hub Comparison and Hub Performance: hubs side by side, with a heat map of where tasks are done.
• Task Status: the status split and completion per hub.
• Travel Time: how long field staff spend travelling, per hub and task type.
• Weekly Review: week-by-week volume and completions, with status by task type and by label.