These changes shift dashboards from a static reporting tool into a more flexible, user-driven workspace.
1. Self Dashboards
What’s New
In addition to creating dashboards for teams (via job titles), users can now create private dashboards for their own use.
These dashboards:
Are only visible to the creator
Do not appear to other users
Allow individuals to manage their own workload independently
How to Create a Self Dashboard
Go to the Dashboard
Click Add Dashboard
In the dropdown, select:
Self (for personal dashboards)
Job Titles (for team dashboards, existing functionality)
Configure and save
Default behavior:
The system defaults to Job Titles, since most dashboards are team-based
Permissions for Self Dashboards
Access is controlled via roles.
How to Enable
Navigate to User Management
Select Job Titles
Go to Roles
Enable:
Self Dashboards, View and Edit
Permission Behavior
Users with Self permission only:
Can create and edit their own dashboards only
Cannot manage team dashboards
Dashboard Admins:
Can manage both:
Personal dashboards
Job title (team) dashboards
When to Use Self Dashboards
Use them when:
You need a personal operational view
Your workflow differs from your team’s
You want to track individual KPIs or tasks
If you’re building something meant for shared visibility, use job title dashboards instead.
2. Custom Widgets
What’s New
A new Custom Widget option is now available in the widget library, allowing you to build widgets tailored to your needs.
There are three widget types:
Table
Count
Note
A. Table Widget
Functionality
Displays filtered work order data in a table format
Uses advanced filters (similar to list view)
Supports column customization and ordering
Key Capabilities
Drag-and-drop column arrangement
Columns mirror those in the Work Orders List View
Custom widget naming
Conditional color indicators
Example Use Case
Track high-priority work orders
Monitor overdue tasks with visual alerts
B. Count Widget
Functionality
Displays a numeric count of work orders matching defined filters
Key Differences from the Table
No column configuration
Focuses purely on aggregated data
Additional Features
Optional color indicators for thresholds
Example:
Green if < 4 items
Red if > 5 items
Example Use Case
Open work orders count
Pending approvals volume
C. Note Widget
Functionality
Allows you to add text-based notes directly to the dashboard
Features
Custom title
Freeform text entry
Hyperlink support
Example Use Case
Team instructions
Links to external tools or documentation
Daily operational reminders
Widget Behavior and Refresh
Widgets include built-in refresh logic
Manual refresh is also available to update data in real time
Current Scope Limitation
Custom widgets currently support Work Orders module only
Expect expansion, but don’t assume cross-module capability yet