TeamBoard TimePlanner

Dashboard

The Dashboard is your command center in TimePlanner. It gives you a quick pulse on performance: capacity, workload, logged hours, and utilization for yourself, a teammate, a team, or the entire organization. Everything is built from widgets that you can add, configure, resize, and arrange until the layout reflects exactly how you work.

Accessing the Dashboard

From the left-hand navigation menu, select CleanShot 2026-08-03 at 17.09.46@2x-20260803-101001.jpg Dashboard. Your saved widgets and current dashboard layout will appear.

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Dashboard elements

Get an overview of the Dashboard elements to understand what each control does and how to use the workspace effectively.

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  1. Member or Team Filter: Select one or more members, or choose a single team, to control which resource data appears across supported widgets.

  2. Time Period Selector: Choose the reporting period shown on the Dashboard. Use the arrows to move between periods and review the exact date range below the selected option.

  3. Clear Filters: Remove all applied global filters and return the widgets to their default data view.

  4. Add Widget: Open the widget library to add workload, capacity, scheduling, or time-tracking views to the Dashboard.

  5. Dashboard Refresh: Reload data across all widgets to display the latest available information.

  6. Dashboard Workspace: View all added widgets in one place. Widgets can be moved and resized to suit your preferred layout.

  7. Widget Refresh: Reload data for an individual widget without refreshing the entire Dashboard.

  8. Widget Settings: Update the widget name, projects, members or team, leave types, logged-time status, and other available criteria.

  9. More Actions: Access additional options, such as exporting the widget as an image or removing it from the Dashboard.

What’s Next

Dashboard filters

Widget templates

Managing widgets