Dashboard
Overview
Section titled “Overview”The Dashboard provides a real-time summary of assignment completion data across your organization. It is fully customizable—you can add, remove, rearrange, and resize cards to build the view that works best for you. Each user’s layout is saved per organization, so your dashboard is always ready when you log in.
The dashboard is built from cards—individual widgets that each display a specific metric or visualization. There are 14 card types available:
Completion Rate
Section titled “Completion Rate”A pie chart showing the overall completion percentage for the selected time period.
Missed Tasks Calendar
Section titled “Missed Tasks Calendar”A monthly calendar that highlights days where tasks were marked as Overdue or Expired. Each day shows the total number of missed tasks. Clicking a date navigates to the Team Tasks page, pre-filtered to show the missed submissions for that day.
Breakdown by Location
Section titled “Breakdown by Location”A tree table showing completion status broken down by location and team. You can toggle between two views:
- Split: Displays each submission status (Completed, Late, Expired, etc.) in separate columns.
- Unified: Combines all statuses into a single completion summary.
Top Failing Questions
Section titled “Top Failing Questions”Shows the most frequently failed questions on a specific form.
Overdue & At-Risk
Section titled “Overdue & At-Risk”Displays a count of overdue submissions alongside submissions that are approaching their due date. The at-risk window is configurable to 24 hours, 48 hours, or 72 hours.
Completion Leaderboard
Section titled “Completion Leaderboard”A ranked list of teams or locations by completion rate. You can configure:
- Dimension: Rank by teams or locations.
- Sort Order: Show best-performing or worst-performing first.
- Count: Display between 3 and 20 entries.
Submission Count
Section titled “Submission Count”The total number of completed form submissions for the selected filters.
Completed Recently
Section titled “Completed Recently”A count of forms or tasks completed within a configurable time window: today, this week, or this month.
Upcoming Due
Section titled “Upcoming Due”A count of forms or tasks due within a configurable lookahead period: 24 hours, 48 hours, 72 hours, 7 days, or 14 days.
Assignment Completion
Section titled “Assignment Completion”A pie chart showing completion status for a specific assignment.
Pending Approvals
Section titled “Pending Approvals”A count of submissions currently awaiting approval.
Rejected Submissions
Section titled “Rejected Submissions”A count of submissions that have been rejected.
My Assignments
Section titled “My Assignments”A breakdown of the current user’s personal assignment statuses.
Submission Count by Team
Section titled “Submission Count by Team”A horizontal bar chart showing submission volume per team.
Customizing Your Dashboard
Section titled “Customizing Your Dashboard”Adding a Card
Section titled “Adding a Card”- Click the
+button to open the card picker. - Click a card type to add it to the bottom of your dashboard, or drag a card type directly onto the grid to place it where you want.
Editing a Card
Section titled “Editing a Card”-
Rename: Click the card title to edit it inline. Press
Enterto save orEscapeto cancel. -
Settings: Click the gear icon on a card to configure its filters and options. Common settings include:
- Form: Limit data to a specific form.
- Team: Limit data to a specific team.
- Date Range: Choose a preset (Current Month, Last 7 Days, Last 30 Days, Last 90 Days) or a custom date range.
Some cards have additional settings specific to their type (see the card descriptions above).
Rearranging and Resizing
Section titled “Rearranging and Resizing”- Move: Drag a card by its header to reposition it on the grid.
- Resize: Drag from the bottom, right, or bottom-right corner of a card to resize it.
Cards automatically compact vertically to fill empty space.
Removing a Card
Section titled “Removing a Card”Click the X button on the card header to remove it from your dashboard.
Saving Changes
Section titled “Saving Changes”When you make changes, a toolbar appears at the bottom of the page with three options:
- Save: Persist your current layout.
- Discard: Revert to your last saved layout.
- Reset to Default: Remove all customizations and restore the default dashboard.
Filters
Section titled “Filters”Filtering is per card rather than per page. Open a card’s settings with the gear icon on its header and narrow that card’s data by:
- Team: Limit data to a specific team or sub-team you have access to.
- Form: Limit data to submissions for a specific form template.
- Date Range: Choose a preset (Current Month, Last 7 Days, Last 30 Days, Last 90 Days) or a custom range.
Each card keeps its own filters, so one dashboard can show the same metric for two different teams side by side. Cards that do not read filtered data have no gear icon.
Access
Section titled “Access”Platform: Web only — the Dashboard is not available on the mobile app.
The data shown is scoped to the locations and teams accessible to the logged-in user. Managers must have a team or location context assigned to their account to access the Dashboard.