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Using the Team Dashboard

Using the Team Dashboard

The Team Dashboard gives you a high-level view of your team's activity, priorities, and progress in one place. It helps you quickly understand what needs attention before working in the team's individual sections.

How it works

When you open a team from the left-side navigation, you enter that team's tabs:

  • Team Dashboard
  • News
  • Rocks
  • KPIs
  • To-dos
  • Issues
  • Meetings

The Team Dashboard summarizes activity from these sections without replacing them. Use it as a starting point for reviewing team performance and priorities.

What the Team Dashboard shows

The Team Dashboard includes a roll-up view of the team's current activity.

Assigned KPIs

View the KPIs assigned to you within the team. Use this section to monitor the numbers and performance indicators you own.

Team totals

See the total number of:

  • Rocks
  • Issues
  • KPIs
  • To-dos

This provides a quick snapshot of overall team activity.

Current To-dos

View active team To-dos directly from the dashboard. You can mark To-dos as complete without opening the To-dos tab.

Top Rocks

View the team's highest-priority Rocks. This section highlights the work currently driving the team forward.

Top Issues

View the team's most important open Issues that may need attention. Use this section to identify work that could impact progress across the team.

Using the Team Dashboard

  1. Open a team from the left-side navigation.
  2. Select the Team Dashboard tab.
  3. Review assigned KPIs and team totals.
  4. Check active To-dos and complete items as needed.
  5. Review the Top Rocks and priority Issues.
  6. Open other tabs when you need to make detailed updates.

Best practices

  • Start each day in the Team Dashboard to review team activity and priorities.
  • Complete To-dos directly from the dashboard to keep work updated.
  • Use the Top Rocks section to stay focused on the team's most important work.
  • Review priority items regularly to identify blockers early.
  • Open the related tab when deeper updates or changes are needed.

Things to keep in mind

  • The Team Dashboard summarizes information from across the team.
  • Some updates can be made directly from the dashboard, while others require opening the related section.
  • Dashboard content updates automatically as team activity changes.

Related articles

  • Managing Team Members
  • Team Settings
  • Create and manage Rocks
  • Assign and track To-dos
  • Track team KPIs
  • Running meetings