Dashboards in Tribe give you a clear, real-time overview of your relationships, activities, and key information in one place. They help you stay organised, prioritise your work, and keep track of what matters most to you and your team. You might use dashboards to monitor tasks, follow progress, or share insights with colleagues. By following this guide, you will learn how to access standard dashboards, create your own, collaborate with others, and personalise your dashboard experience.
Table of Contents
What Are Dashboards?
What Is My Workplace?
How Do I Create A New Dashboard?
How Do I Collaborate With Colleagues Using Dashboards?
How Do I Set A Personal Background On A Dashboard?
What Are Dashboards?
A dashboard is a workspace in Tribe that shows real-time information about your relationships and activities. It brings together different widgets, such as tables, charts, and graphs, so you can view important data at a glance. Tribe provides several standard dashboards, and you can also create your own based on what you want to track.
Dashboards can be personal or shared with your team. This makes them useful for both individual planning and team collaboration.
What Is My Workplace?
Tribe provides a number of standard dashboards based on the modules active in your environment. One of these is My Workplace, which acts as your personal workspace.
In My Workplace, you will find widgets such as open tasks and your calendar by default. These help you see what actions you need to take today or tomorrow. You will also see organisation and people widgets, which allow you to quickly explore related information.
By selecting items within a widget, you can open the underlying data and view more details.
How Do I Create A New Dashboard?
You can create as many dashboards as you need, depending on your workflow and goals. This allows you to tailor your workspace to what is most relevant for you or your team.
Follow these steps to create a new dashboard:
Click the Dashboard Icon in the menu bar at the top left.
Select + Create New Dashboard from the drop-down menu.
Click the Star Icon next to a dashboard to pin it to your menu for quick access.
Once created, you can add widgets that help you track progress, manage activities, follow budgets and hours, or store important documents.
How Do I Collaborate With Colleagues Using Dashboards?
Dashboards can be shared with colleagues so everyone can view the same information in one central place. This helps teams stay aligned, especially when working from different locations.
To share a dashboard:
Open the dashboard you want to share.
Click the Share Icon in the grey bar.
Enter your colleague’s email address.
Your colleague will receive a notification in Tribe that the dashboard has been shared with them.
How Do I Set A Personal Background On A Dashboard?
You can personalise your dashboard by setting a custom background image.
Follow these steps to upload your own background:
Click the User Icon at the top right of your Tribe environment.
Select Personal Settings.
Open your Employee Card.
Click Settings on the left.
Upload your background photo.
This change will apply to your dashboard and help personalise your workspace.
Quick Summary
Dashboards in Tribe give you a real-time overview of your work, tasks, and key data in one place. You can use standard dashboards, create your own, and share them with colleagues to support collaboration. You can also personalise your dashboard by setting a custom background that suits your workspace.