Your dashboard is a Page — a grid of widgets that gives you a quick view into tasks, projects, objectives, and activity. The same widget system powers task, project, and other detail pages.
Dashboard basics
- Open Home in the sidebar (or go to /dashboard)
- The dashboard shows a Page. Switch between Pages with the tabs at the top; the picker searches every Page you can see. Manage all Pages at Pages
- The first time you open the dashboard, Rollout creates a My dashboard Page with a My Tasks table, an Objectives table, and an Activity feed
- Click an item in a dashboard table to preview it in the sidebar without leaving the dashboard
Editing your dashboard
You can edit Pages you own.
- Click the pencil (Edit Page) in the header
- Drag a widget by its title to move it; drag the corner handle to resize
- Click the gear to configure a widget, or the X to remove it
- Click Add block to insert a new widget
- Draft changes autosave privately until you click Apply changes; Discard throws them away
Applied revisions are immutable — every apply creates a new revision in the Page’s history.
Widget types
| Widget | Description | Options |
|---|---|---|
| Table | Filterable, sortable table of tasks, projects, objectives, documents, or custom records | Bind to a Saved View or a custom query; record type, columns, rows to display, allow viewers to filter |
| Feed | Activity updates and team or workspace posts | Feed focus (key updates, posts only, or all activity), workspace area, people, presentation, allow posting |
| Form | Create records from a validated form | Record type (task, project, objective, or custom record type), field subset, submit button label |
| Section | Rich-text content | — |
Form widget
The Form widget lets you create records without leaving the dashboard.
- Choose the record type — task, project, objective, or a custom record type
- Optionally limit the form to a subset of fields; leaving it empty shows all fields
- Required fields validate inline, and a valid submit creates the record immediately
Sharing and team dashboards
- A Page starts private to its owner
- Share a Page with teams or the whole workspace from the share dialog
- A shared Page can be set as the default or required dashboard for a team or the workspace; a required dashboard is marked in the page tabs
- Workspace admins can also publish a Page they own to a public link. The public page pins the applied revision: tables and feeds are read-only, and forms can accept submissions
Widgets on detail pages
Task, project, objective, team, document, and record detail pages are composed of widgets: a main column plus a sidebar with tabs.
| Widget | Description | Available on |
|---|---|---|
| Activity | Activity log with comment composer | All detail pages (always included) |
| Details | Field sidebar with timestamps and compact layout options | All detail pages |
| Hierarchy | Parent and sub-items, with quick create | Tasks, projects, objectives, teams, documents |
| Attachments | Files attached to the item | Tasks, projects, objectives, documents, records (always included) |
| Relationships | Linked objectives, records, and other items | All detail pages |
| Table | Data table with filtering and inline editing | Tasks, projects, objectives |
| Section | Rich-text content | Tasks, projects, objectives |
| Workflows | Run workflows on the item and see their runs | Tasks, projects, objectives, teams, records |
| Milestones | Milestone management with progress bars | Projects |
| Key Results | Key results with progress | Objectives |
| Team | Team overview | Teams |
Task, project, and team pages always include the Hierarchy and Activity widgets. The project task list lives on the project’s Tasks tab.
The Milestones widget supports creating milestones, renaming them inline, setting a target date, changing status, and archiving milestones. Progress bars show task completion.
Workspace admins customize these layouts for everyone: the Customize layout button in the page header opens an edit mode with apply, discard, undo, and reset controls. One shared layout applies per page type across the workspace.
Embedded widgets in rich text
The rich text editor in documents and in descriptions on detail pages supports widget embeds.
-
Type
/to open the slash menu - Pick an embed under Widgets: Table, Feed, or Content section
Embeds render a read-only snapshot: controls are disabled inside the editor, and the content refreshes when the page reloads or the embed’s configuration changes. Embeds do not update live.