Dashboard
The Dashboard shows document workflow and email inbox health across your tenant. Open assigned work and customize or publish the widget layout.
Use the Dashboard view to check document workflow and email inbox health for your tenant. Open Inbox → Dashboard in the side menu.
The dashboard displays data for a selected period. Choose Today, This week, This month, or Last 30 days. The default is This week. The selected period changes the document KPI cards and the documents included in Document status (recent). It does not change the email KPI cards or Requires my attention.
Default widgets
The built-in layout includes these widgets:
Documents – number of updated documents
In workflow – number of updated documents that remained in a non-terminal workflow status, plus their share of updated documents
Completed – number of updated documents that reached a terminal workflow status, plus their share of updated documents
Validation errors – number of updated documents that had validation issues, plus their share of updated documents
Total emails – number of inbox messages
Unread emails – number of inbox messages that have not been opened, plus their share of inbox messages
Read emails – number of inbox messages that have been opened, plus their share of inbox messages
Requires my attention – documents assigned to you or your groups, plus documents you cover through Substitutions
Document status (recent) – a sample of recently updated documents grouped by current workflow status; the note below the chart shows the sample size and total number of updated documents
In workflow and Completed follow the Terminal setting in State Transition. Every terminal status counts toward Completed, including outcomes such as Rejected.
Requires my attention
Requires my attention lists documents assigned to you or your groups, across document types. It also includes work you cover through Substitutions. When the substitution User is a person, that means the person's direct assignments, not that person's group assignments. When the substitution User is a Group, that means documents assigned to that group. When workflow statuses exist, the list includes only non-terminal statuses.
Select a row to open the document. When at least one such document is in the widget, select View all assigned to me. That opens Documents with the Assigned to me filter and the first configured document type selected. The Documents view is scoped to one document type and is not filtered by status, so the list can differ from the widget.
Customizing the layout
In the Dashboard, select Customize to change which widgets appear and how they are arranged. Select Add widget... to add a widget, including Recent documents, or use the remove control to remove one. Drag widgets to move them, and resize them as needed. A layout saved in the browser overrides the tenant layout.
Recent documents is not part of the built-in layout. After you add it, select one of its rows to open the document.
When you finish arranging widgets, choose how to apply the layout:
Save custom – Save the layout in this browser.
Save global – Publish the layout for the tenant when this action is visible.
Reset to defaults – Immediately remove the browser-local layout and show the built-in layout.
Select Back to leave customize mode without saving or reverting the current arrangement. Unsaved changes remain while you stay on Dashboard and are discarded after you navigate away.
Reset to defaults takes effect without confirmation. If Save global is visible, reset also immediately publishes the built-in layout for the tenant. Without this permission, reset removes only your local override, so the tenant layout may appear again when you revisit Dashboard.
If dashboard data or a layout fails to load, select Retry when offered. If saving a layout fails, dismiss the error message and try saving the layout again.
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