Custom Dashboards

Use widgets to create tailored dashboards for your needs

A custom dashboard mode in Tability

What are Custom Dashboards?

Custom Dashboards let you assemble your own reporting view with widgets. They are best when you want one place to monitor a specific team, workflow, or operating rhythm.

For instance, you can create a dashboard that contains:

• A summary of the top-level company OKRs

• Profile widgets for your collaborators

• A list of all the key results that are currently off-track or at-risk

Unlike the built-in People, Outcomes, and Tasks dashboards, custom dashboards are fully editable. Use them when the pre-made dashboards are close but not tailored enough to your use case.

If you need a diagnostic view of how the workspace is being used overall, use Workspace Insights instead. Insights is for workspace health and engagement, while custom dashboards are for building your own operational view.

How to create a new dashboard

Follow these steps to create a new dashboard:

1. Click Dashboards in the workspace sidebar.

2. Click on the Create dashboard button

3. Give a name to your dashboard and hit Create

The Dashboards area also includes built-in tabs for People, Outcomes, Tasks, and Insights.

Dashboard content and privacy

• All dashboards live at the workspace level.

• Members only see the data they already have permission to access.

• Read-only users can open dashboards, but they cannot create or edit them.

• You can mark dashboards as favorites for faster access.

How to add widgets to your dashboard

After creating your dashboard, you will be redirected to edit mode. From there you can add widgets by clicking Add Widget.

Adding widgets to your dashboards

Once widgets are added, you can resize and rearrange them.

When you're done, click Save to return to the dashboard view.

Common dashboard workflows

Custom dashboards support a few useful workflows beyond basic editing:

• Duplicate a dashboard when you want to reuse an existing layout.

• Favorite dashboards to pin the ones you use most often.

• Use built-in dashboards first, then copy or supplement them with a custom dashboard if you need more control.

Which reporting surface should you use?

Use Custom Dashboards when you want a shared, reusable workspace view that you design yourself.

Use Workspace Insights when you want to diagnose workspace usage, plan quality, or engagement patterns.

Use Presentation Mode or TV Mode when you want to review a single plan live with an audience.

Use Retrospectives when you want to capture written reflections and learnings, not just monitor current status.