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Using dashboard widgets

Learn what dashboard widgets show you and how their icons help you scan programme, document, AI insight, people and compliance information quickly.

Audience

This guide is designed for project manager.

Steps​

Step 1: Recognise widget cards on the dashboard​

Each widget appears as a card that groups related information, such as programme progress, documents, AI insights, people activity or compliance tasks, so you can scan your dashboard at a glance.

Recognise widget cards on the dashboard

Step 2: Use icons to understand widget purpose​

Look at the icon in the widget header—such as a grid for programme overview, a milestone flag, a document page, a brain for AI insights or a checklist—for a quick visual cue about what the widget is focused on.

Use icons to understand widget purpose

Step 3: Distinguish programme and schedule widgets​

Identify widgets with layout, milestone, route, trend or calendar icons to review programme structure, key milestones, critical paths, schedule risks and date ranges without opening detailed reports.

Distinguish programme and schedule widgets

Use widgets with document or clipboard icons to see status of key documents, configuration files, warnings, and items that require review or approval, helping you track documentation health.

Review document-related widgets

Step 5: Monitor AI insight and risk widgets​

Focus on widgets with brain, alert or file-search icons to review AI-generated insights, risk alerts and flagged content so you can proactively address emerging issues.

Monitor AI insight and risk widgets

Step 6: Track people, tasks and compliance activity​

Open widgets showing people, chat bubbles, tick boxes or checklists to understand team activity, task completion, conversations and compliance checklists in one place.

Track people, tasks and compliance activity

Last updated: 2026-07-16