Create a dashboard

Create a dashboard when the team needs a repeatable view

Create a dashboard for work people need to revisit:

• team status
• cross-project review hubs
• client summaries
• recurring review rooms
• operations checklists
• collections of important resources

If the information only needs to exist once inside a visual workspace, create a canvas instead. If it needs ownership and task movement, use a project.

The strongest dashboards have a clear audience. "Everything we might need someday" becomes a junk drawer fast. "Weekly launch review" is useful.

Availability

Before you create one

Decide:

If the dashboard will contain sensitive project, client, or billing information, decide permissions before inviting the whole workspace.

Create the dashboard

Open Dashboards, then choose the create action. Name the dashboard clearly and follow the permission or visibility prompts shown in ALLO. After creation, add widgets, connect resources, and share with the right people.

If the workspace has no active dashboards, the dashboard area opens the manager first. Create the first active dashboard from there.

Name it clearly

Use names people can recognize in search, links, and tab titles. Good names include the team, project, client, or recurring meeting:

If a dashboard is temporary, include that context in the name so future maintainers can archive it confidently.

Set initial permissions

Dashboard sharing controls who can open or change the dashboard. It does not automatically grant access to every canvas, project, file, or link pinned inside it. If a dashboard is for a cross-functional group, check both dashboard access and resource access.

For permission setup, see Share a dashboard and Roles and access.

Add first content

After creating the dashboard, add enough content that the first visitor understands why it exists:

For widgets, see Use dashboard widgets. For pinned resources, see Connect resources to a dashboard.

Create multiple dashboards when audiences differ

One giant dashboard is usually worse than several focused dashboards. Create separate dashboards when the audience, permission model, or update rhythm differs.

Examples:

If create is disabled

Create can be unavailable because your plan does not include dashboards, your role cannot create them, the workspace is in a billing or admin-hidden state, or you are using a surface where dashboard setup is not supported.

Ask a workspace admin to check your role and workspace plan. If you can create dashboards in another workspace but not this one, the issue is workspace-specific.

Troubleshooting creation

When to contact support

Contact support when an admin on an eligible plan cannot create any dashboard, the create action fails repeatedly after refresh, or a newly created dashboard disappears immediately. Include workspace name, dashboard name, your role, browser or desktop app, and screenshots of the error.