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Customize the Dashboard

Build a widget board for the numbers you track.

  1. Open Home → Dashboard and click + Add Widget in the top bar.
  2. Pick a type, enter a title and fill in its settings, for example a Pie Chart of the enumeration “Requirement: Status”, or an Entity Table with the query class:Risk order:name.
  3. Drag the widget's title bar to place it and its bottom-right corner to resize it. Lock a widget (🔒) to keep it in place.
  4. To track a process, add a Process Checklist, choose a base process and tick steps as you finish them.

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