The Dashboard: a rearrangeable home screen, not a fixed report

Four KPI tiles you can click through to the page behind each number, then a free-form canvas of widgets you drag into whatever layout you want. Personal edition or above.

Last checked against the app on · View as Markdown

Steps

  1. Open the Dashboard from the sidebar.
  2. The top row is fixed: Notes, Actions today, Open tasks and Income. Each is a real read from your vault and your logs, and each is clickable through to the page it summarises.
  3. Everything below it is a free-form canvas. Drag widgets into the layout you want; the arrangement is a local preference and is not sent anywhere.
  4. Add or remove widgets from the catalogue: connector tiles, an activity chart, agents, recent activity, individual Command Center panels, vault folders, and more.

How to tell it worked

A widget you add or move stays where you left it the next time you open the Dashboard.

If it does not work

A row under Needs attention does nothing when you click it.
Deliberate for now: those rows have no destination wired up yet, so nothing hints that they are clickable rather than pretending one exists.
A number looks like it should have updated already and has not.
The Dashboard polls every five seconds rather than reading live on every render, so a very recent change can lag by a few seconds.
The Dashboard is not there at all.
It needs Personal or above, the same tier as Connectors and the agent fleet.