Home dashboards are currently rolling out in Early Access, so some functionality may vary between accounts. Some widgets are only available on specific Teamwork.com plans.
What
Create and customize dashboards in Home by adding widgets, organizing layouts, and managing dashboard tabs.
Why
Build focused dashboards that surface the information most relevant to your role, projects, or daily workflow.
Who
Anyone using Home in Teamwork.com.
When
Customize dashboards whenever your priorities, projects, or reporting needs change.

Home dashboards give you a personalized place to start your day. Build dashboards around the work that matters most to you, add widgets from across Teamwork.com, and tailor each dashboard for different projects, responsibilities, or workflows.

Create a dashboard

Create additional dashboards when you want separate views for different workflows, projects, teams, or reporting needs.
 
  1. Open Home.
  2. Select the + icon beside your dashboard tabs.

  3. Enter a dashboard name.
  4. Press Enter on your keyboard or click your cursor away from the field. If you click away before entering a name, the new dashboard tab defaults to "New dashboard."


Add widgets

Widgets display live information from across Teamwork.com. Many widgets are interactive, allowing you to open related work or drill into more detailed information directly from your dashboard.

  1. Open the dashboard you want to update.
  2. Select Add widget.
  3. Browse the widget library or use search to find a specific widget.
  4. Select a widget to add it to your dashboard.
Image Placeholder
When Home is first available, your default "Overview" dashboard is pre-populated with widgets based on your role. You can remove, rearrange, replace, or add widgets at any time.


Choose widgets for your dashboard

Choose widgets that surface the information most relevant to each dashboard.

The widget library groups widgets into categories to help you build dashboards for different goals. Choose widgets that match what you want to monitor.

Track personal work Tasks Activity
Monitor work, comments, and updates.
Track time Time
Review logged time and billable work trends.
Monitor delivery Project health
Track milestones, status, and delivery health.
Monitor profitability Revenue & invoicing
Track profitability and financial performance.
Track risks Risks
Monitor active and high-priority risks.
Add supporting content Embed Notes
Keep supporting information close at hand.


Once you've added widgets to a dashboard, many of them let you review details and complete common actions directly from Home. See Use Home dashboards to learn more about working with interactive widgets.

Arrange widgets

Rearrange widgets to create a dashboard layout that is easy to scan.

  1. Open the dashboard you want to update.
  2. Drag a widget using the handle beside the widget name.
  3. Drop the widget into its new position.
Image Placeholder

Customize widget options

Each widget has its own options. The actions available depend on the type of widget and the information it displays.

Option
What it does
Filter
Refine the information shown in a widget. Filter options vary by widget.
Rename
Update the widget name when the option is available.
Duplicate
Create a copy of the widget on the dashboard.
Show as
Change the widget display type when alternative views are available, such as chart display options.
Remove status filters
Show or hide status-based filters on task widgets where the option is available.
Quick actions
Some widgets include related actions, such as adding a task or logging time.
Delete
Remove the widget from the dashboard.

Image Placeholder
Widget options are not the same for every widget. If an option is not available, it does not apply to that widget type.

Filter widgets

Use filters to refine the data shown in a widget. Filter options depend on the widget type. For example, task widgets can include task-related filters, while time widgets can include time log date filters.

  1. Select the Filter icon on the widget.
  2. Choose the filter you want to apply.
  3. Set the filter conditions.
  4. Add additional filters if needed.
Image Placeholder
 

Remove widgets

Remove widgets you no longer need so your dashboard stays focused.
  1. Open the dashboard containing the widget.
  2. Select the widget's Options menu.
  3. Select Delete.
  4. Confirm the deletion if prompted.

Manage dashboards

Use the dashboard options menu to manage individual dashboards, including duplicating or deleting them.


Action
Description
Duplicate
Create a copy of an existing dashboard. This is useful when you want to use an existing layout as the starting point for a new dashboard.
Delete dashboard
Remove a dashboard you no longer need.

Deleting a dashboard removes that dashboard from Home. Only delete dashboards you no longer need.

Best practices

  • Create dashboards for different responsibilities: Separate dashboards for personal work, project delivery, or reporting so each dashboard stays focused on a specific goal.
  • Keep dashboards focused: Remove widgets you rarely use so the most important information remains easy to find.
  • Use filters intentionally: Apply filters when you need a more focused view, but avoid making dashboards so narrow that they stop giving you a useful overview.
  • Review your dashboards regularly: Update your layouts as projects, priorities, and responsibilities change.

FAQ

Why does my dashboard already contain widgets?

Your initial Home dashboard is populated with widgets based on your role to help you get started. You can rearrange, remove, or replace these widgets at any time.

How many dashboards can I create?

Create as many dashboards as you need to organize different workflows or reporting needs.

Can I move widgets after adding them?

Yes. You can rearrange widgets on a dashboard at any time.

Why do widget options vary?

Each widget is designed for a specific type of information, so the available options depend on the widget type.

Can I delete a dashboard?

Yes. Dashboards you no longer need can be deleted from the dashboard options menu.