Dashboards overview

Dashboards collect work people need to check repeatedly

Use dashboards when a team needs one place to review the state of work: pinned resources, widgets, activity, important canvases, project links, files, and status views. A good dashboard reduces the need to open five different areas just to understand what changed.

Dashboards are not replacements for canvases, projects, files, or search. They are a layer above them: a curated view that points people to the work that matters.

Workspace Dashboards and Project Dashboard stay separate in ALLO.

Availability

What belongs on a dashboard

If the item needs people to collaborate spatially, use a canvas. If it needs task ownership and project execution, use projects. If it needs repeatable team review, use a dashboard.

Open dashboards

Open Dashboards from the ALLO workspace navigation. If the workspace has active dashboards, ALLO opens an active dashboard rather than an empty manager page. If there are no active dashboards, ALLO can show the dashboard manager so someone with permission can create one.

Archived dashboards live separately from active dashboards. If a dashboard disappeared from the active list, check archived dashboards before recreating it. See Archive and restore dashboards.

Dashboard lifecycle

Dashboard permissions and resource permissions

Dashboard access and resource access are related but separate. A person may be able to open a dashboard but not every resource pinned inside it. For example, a dashboard can include a canvas link that only some viewers can open. In that case, the dashboard is visible, but the canvas still enforces its own permission.

When sharing a dashboard, check whether the dashboard viewers also need access to the projects, canvases, files, or links inside it. See Share a dashboard and Roles and access.

Widgets

Widgets are dashboard blocks you can add, configure, move, resize, rename, or remove depending on your permission. Widgets can display different kinds of information, and some widgets need configuration before they show useful data.

If a widget is empty, it may not be broken. Check whether:

• the widget has no connected data
• the viewer lacks permission to the underlying resource
• filters exclude everything
• the workspace is still loading current information

See Use dashboard widgets and Troubleshoot dashboards.

Pinboard resources

Pinboard resources are links to important work: projects, canvases, files, and external or internal links. Use them for the things people ask for repeatedly, such as the current planning canvas, launch tracker, reference file, project board, weekly review, or client link.

For setup and failure cases, see Connect resources to a dashboard.

Starred and quick access behavior

If dashboards or resources support starring, use stars for personal quick access. Starring helps you find a dashboard faster, but it does not automatically share it with other people or change permissions.

For broader starred behavior, see Use starred items.

Examples

When dashboards are not the right tool

Do not use a dashboard as a dumping ground for every file. If people need search, use Global search. If people need a visual collaboration space, use a canvas. If people need task ownership, use projects. If people need one repeated review page, use a dashboard.

Troubleshooting from the overview