The Dashboard is a live overview of the active space. It is made of widgets, and every number on it comes from the same records used by the detailed views.
What the dashboard is for
Each space has one Dashboard that every member sees. A new space starts with the event heading (name, dates, and countdown), the AI briefing, and Participants, Sessions, and Meetings cards. Spaces created before stored layouts keep the Dashboard they already had.
Widgets can count records, add up a number field, break a total down by a field, chart it over time, or plot records that carry a location on a map, for any database in the space. Other widgets show the briefing, My inbox, records whose status needs attention, a table from a saved view, or a short note.
Read the overview
- Open Dashboard from the sidebar.
- Check the heading for the space name, event dates, and phase-aware countdown.
- Select a card to open the matching space area.
- Where the Dashboard has Needs attention, its rows come from status stages marked as requiring attention, not from a separate manual list.
- In Briefing, switch between Overview, Progress, and Risk. Select a supported record link to open its detail dialog.
When a widget adds up values with different units, it does not combine them. It says which units it found instead. Rows whose value could not be calculated are left out, and the widget says how many.
Arrange the dashboard (Owners and Admins)
- Select Edit dashboard in the page header.
- Drag a widget by its handle to move it, or drag its corner to resize it. On a keyboard, focus the handle, press Space to pick the widget up, use the arrow keys to move it, and press Space to drop it. Hold Shift with an arrow key to resize.
- Use Add widget to add one, and a widget's menu to open its settings, duplicate it, or remove it.
- Select Save. Everyone sees the new layout. Reset to default returns to the new-workspace layout.
On a narrow window the widgets stack in reading order, and editing is available once the window is wide enough.
If data is missing
- If all widgets are empty, confirm that the correct space is active and that the Evane service is reachable.
- If one total differs from a list, clear filters on the destination list and allow real-time updates to arrive.
- If Briefing is unavailable, the feature may not be enabled for your role or space. The card shows a controlled unavailable or retry state instead of fabricated content.
- If a save reports that someone else changed the Dashboard, cancel and open it again to see their version.
Frequently asked questions
Can I edit a record directly from the Dashboard?
No. Selecting a card, record, or link only navigates you to that area; any edit afterward still follows the record's normal role permissions. Owners and Admins can change the Dashboard's layout, not the records it shows.
Who can change the Dashboard?
Owners and Admins. Everyone in the space sees the same Dashboard. The AI assistant can also suggest widgets; its suggestions arrive as a Proposal that an Owner or Admin decides.
