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How to customise your dashboard

Last updated: 7 May 2026

What this does

Build a personalised dashboard by adding, removing, and rearranging widgets. Your dashboard gives you an at-a-glance view of your work — tasks, projects, calendar, performance metrics, and more.

Current access and functionality

  • Verified against the current impact-web, impact-client, and impact-marketplace code on 2026-05-07.
  • In impact-web, users must be signed in and working in an active workspace. Navigation and write actions are role-, permission-, and entitlement-aware; unavailable modules are hidden or disabled instead of being universally visible.

Before you start

  • You must be logged in to IMPACT Web.
  • Your dashboard starts with a default layout based on your role (admins see workspace-focused widgets; staff see task-focused widgets).

Steps

Entering edit mode

  1. Navigate to My Dashboard (or click the Home icon).
  2. Click the Edit button to enter edit mode.
  3. A Widget Palette appears as a floating window.

Adding widgets

  1. In the Widget Palette, browse widgets by category:
    • Personal — Bio tile, AI Summariser, Calendar, IPA score, Personal Tasks, Assigned Tasks
    • Workspace — AI Summariser, Member list, Performance Metrics
    • Project — Bookmarked Projects, Burndown, Milestone Overview, Milestone List, Task List, Performance Metrics
    • Team — Team List, Performance Metrics
    • Custom — AI Infographic (available on supported plans)
  2. Drag a widget from the palette onto the dashboard grid.
  3. The widget snaps into place on the 12-column grid.

Rearranging and resizing widgets

  1. Drag any widget to move it to a different position on the grid.
  2. Resize a widget by dragging its edges. Each widget type has minimum and maximum size constraints.

Removing widgets

  1. In edit mode, click the remove icon on the widget you want to delete.
  2. The widget is removed from your dashboard.

Saving your layout

  1. Click Save to persist your layout.
  2. Your layout is saved to your profile and will be there next time you log in.
  3. To discard unsaved changes, click Cancel or leave edit mode without saving.

Resetting to default

  1. In edit mode, click Reset to Default.
  2. Your dashboard reverts to the role-based default layout.

Tips

  • You can have a maximum of 10 widgets on your dashboard. Choose the ones most relevant to your daily work.
  • Start with the Assigned Tasks and Calendar widgets — these give you the quickest overview of what needs your attention today.
  • Project managers should add Bookmarked Projects and Burndown widgets for quick project health checks.
  • The dashboard layout is personal — each user has their own layout that does not affect others.

Common issues

  • Issue: Cannot add more widgets — Fix: You have reached the 10-widget limit. Remove a widget you use less often to make space.
  • Issue: Widget shows no data — Fix: Some widgets need context (e.g., the Project Burndown widget needs you to bookmark a project first). Check the widget's requirements.
  • Issue: Layout did not save — Fix: Make sure you clicked Save before leaving edit mode. Navigating away without saving discards changes.

Related

Keywords: dashboards