Connect resources to a dashboard
Use pinboard widgets to connect projects, canvases, files, and links to the dashboard people review.
Pinboard resources make dashboards useful as launch points
A dashboard is stronger when it points to the resources people repeatedly need. Pinboard resources can connect projects, canvases, files, and links so viewers can move from a summary dashboard into the underlying work.
Use pinboards for trusted references, not random clutter. If everything is pinned, nothing is important.
Availability
| Item | Details |
|---|---|
| Available on | Plans with dashboard and pinboard access |
| Available for | Web app, desktop app, and mobile app |
| Who can connect resources | Users with dashboard edit or manage permission |
| Who can open resources | Users with permission to the underlying project, canvas, file, or link target |
| Mobile support | Resource setup is supported on mobile. Web or desktop can be more comfortable for dense pinboards or long resource lists. |
Resource types
| Resource | Use it for |
|---|---|
| Project | Execution plans, project canvases, team workstreams |
| Canvas | Visual planning, workshops, design, maps, diagrams |
| File | Reference docs, PDFs, images, videos, assets |
| Link | External tools, docs, dashboards, client links |
The dashboard can help people find the resource. It does not replace the resource's own permission model.
Connect a resource
Open the dashboard, add or edit the pinboard widget, and choose the resource connection action. Search or select the project, canvas, file, or link. Add a clear title if the default name is not enough.
After connecting, open the resource as a viewer would. This catches permission problems before the dashboard is sent to the team.
Name and organize resources
Use names that tell viewers why the resource matters. "Deck" is weak. "Board Review Deck" is useful. "Canvas" is weak. "Q3 Planning Canvas" is useful.
Sort resources so the most important or most frequently opened items come first. If the pinboard supports different view modes, choose the one that fits the dashboard: compact lists for many links, richer cards for a smaller curated set.
Resource permission matters
Dashboard access does not automatically grant resource access. A viewer can open a dashboard and still be blocked from a pinned canvas, project, or file.
Before sharing a dashboard broadly, check:
| Check | Why |
|---|---|
| Dashboard access | The viewer must open the dashboard. |
| Resource access | The viewer must open the pinned item. |
| Workspace membership | Workspace-only resources require workspace access. |
| External sharing | External collaborators may need explicit resource shares. |
| Deleted or archived state | Pinned links to removed work will fail. |
For dashboard sharing, see Share a dashboard. For project access, see Troubleshoot project and canvas access. For canvas sharing, see Share a canvas. For files, see Files overview.
Connect files carefully
Files pinned to dashboards can be useful for references, templates, deliverables, and recurring review assets. They can also become stale quickly. If the team needs the latest version, use a file workflow that makes the current file obvious.
If a file will not preview or download, the issue may be file permission, storage quota, file type, or deleted state. Use Preview, open, and download files and Fix storage limits.
Connect external links
External links open outside ALLO when appropriate. Make sure the link is stable, safe, and accessible to the dashboard audience. If the link points to another system, ALLO cannot grant access to that system.
For sensitive client or internal links, confirm whether the dashboard audience should see them before pinning.
Remove a resource
Removing a resource from a dashboard usually removes only the pin, not the original project, canvas, file, or external page. If the underlying item should be deleted or archived too, do that from the owning area.
If a resource is broken, decide whether to repair permission, update the link, replace the resource, or remove it from the dashboard.
Troubleshooting pinboard resources
| Symptom | Likely cause | What to do |
|---|---|---|
| Resource search cannot find item | You lack access, item is archived/deleted, or search term is wrong | Open the resource directly and confirm permission. |
| Viewer can see dashboard but not resource | Resource permission is narrower than dashboard permission | Share the resource with the viewer. |
| File cannot preview or download | File permission, storage quota, file state, or unsupported preview | Use file and storage troubleshooting. |
| External link asks for another login | Link target has its own access control | Grant access in the external system. |
| Resource title is confusing | Default name is not audience-friendly | Rename the pinboard entry if available. |
| Pinboard is too crowded | Dashboard purpose is too broad | Split resources into separate dashboards or sections. |
When to contact support
Contact support when a dashboard editor cannot connect resources they can open elsewhere, a connected resource repeatedly disappears, or viewers with confirmed permission cannot open a pinned item after refresh. Include dashboard link, resource link, viewer email, expected permission, and screenshot of the error.
Related articles
- Share a canvas
- Troubleshoot project and canvas access
- Use dashboard widgets
- Share a dashboard
- Files overview