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Dashboards

Dashboards are your personal command center in Ascend. They allow you to combine views from different modules (Inbox, Tasks, Pages) into a single, customizable screen.

1. Default Dashboard

When you first log in, you land on the Home dashboard.

  • Widgets: Typically includes "Recent Pages", "My Tasks", "Inbox", and "Daily Schedule".
  • Customization: You can reorder or resize these widgets to fit your workflow.

2. Creating Custom Dashboards

You can create multiple dashboards for different contexts (e.g., "Personal", "Work", "Project A").

How to Create

  1. Go to the Dashboards section in the sidebar.
  2. Click + New Dashboard.
  3. Give it a name and icon.
  4. Choose a layout (e.g., Single Column, Split View, Grid).

3. Adding Widgets

Widgets are the building blocks of a dashboard.

  1. Click Edit Dashboard (pencil icon).
  2. Click Add Widget.
  3. Choose a widget type:
    • Page List: Show pages from a specific workspace/tag.
    • Database View: Embed a view of any database (e.g., "My High Priority Tasks").
    • Inbox: Show your recent emails/events.
    • Text/Image: Add static headers, instructions, or motivational images.
    • Embed: Embed external content (Google Docs, Figma, etc.).

4. Managing Layouts

  • Resize: Drag the corners of a widget to make it larger or smaller.
  • Move: Drag the widget header to move it around the grid.
  • Remove: Click the X or menu on a widget to remove it.

Don't forget to click Save after arranging your dashboard!

5. Favoriting Dashboards

You can favorite dashboards for quick access from the sidebar. Favorites are per-user — each team member has their own list.

How to Favorite

From the dashboard list:

  1. Go to Dashboards (/dashboards).
  2. Hover over a dashboard card — a star icon appears in the top-right corner.
  3. Click the star to favorite it. The star turns yellow when active.

From the dropdown menu:

  1. Hover over a dashboard card and click the three-dot menu (⋮).
  2. Select Add to favorites.

Accessing Favorites

Favorited dashboards appear in the Favorites section of the sidebar, alongside your favorited pages and databases. Click any item in the Favorites section to open it directly.

Removing from Favorites

  • Click the yellow star on the dashboard card to unfavorite it.
  • Or use the three-dot menu and select Remove from favorites.
  • Or click the star icon next to the dashboard in the sidebar Favorites section.

The dashboard is removed from your sidebar immediately but remains accessible from the Dashboards list.

6. Sharing Dashboards

  • Private: By default, dashboards are private to you.
  • Shared: You can share a dashboard with your Workspace or specific team members. This is great for creating "Team Homepages" or "Project Portals".

TIP

Sharing a dashboard is different from favoriting. Sharing controls who can see the dashboard. Favoriting controls where it appears in your personal sidebar.


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