Home Dashboard
Build your homepage from the widgets you actually use
Your homepage is a dashboard you build yourself. Add the widgets you care about, arrange them how you like, and your layout follows you between sessions and devices.
Your dashboard holds a widget grid, quick links to Projects, Meetings, and Lists, and the chat bar along the bottom — so you can start a conversation without leaving the page.
Adding & Removing Widgets
Click Widgets to open the catalog. It lists everything available to you, grouped by area, with the ones already on your homepage marked as active.
Open the catalog Click Widgets at the top of your dashboard. The panel explains itself: Click to add or remove a widget.
Click to toggle Clicking an inactive widget adds it to your grid. Clicking an active one removes it. Each widget can only be on your homepage once.
Arrange it Drag the grip handle on a widget to move it, or drag the bottom-right corner to resize. Each widget's ⋯ menu also offers fixed widths — Third, Half, Two-thirds, and Full — plus Remove.
Available Widgets
You'll only see widgets for the areas your plan and permissions give you access to, so this list may be shorter for you.
Briefing
Your daily brief with highlights and suggested prompts
Tasks
Pending to-dos, with a jump into the tasks drawer
Join Next Meeting
Your next calendar event with invite details and join links
Upcoming Meetings
The next four meetings on your calendar
Recently Completed Meetings
Finished recordings and their open follow-ups
My Recent Scopes
Your recent estimates and a status breakdown of everything you own
Recent Projects
Projects you can access, most recently updated first
Project Activity
Your most active projects with compact sparklines
At-Risk Accounts
Account-team customers below the health threshold
Account Health
Team account count, average health, and distribution
Recent Account Signals
Signal volume and strength mix across your assigned accounts
Priority Opportunities
Highest-priority opportunities by weighted value
Recent Artifacts
Recently updated files in your vault
Custom Artifact
Up to five artifacts you pin, switchable as tabs
Public Artifacts Expiring Soon
Published artifacts that are expired or expiring within seven days
Layout Presets
If you'd rather not arrange widgets by hand, pick a preset and everything on your grid is resized to fit the pattern.
Three Columns
Uniform grid, three widgets per row
Two Columns
Uniform grid, two widgets per row
Full Width
One widget per row, maximum detail
Featured + Grid
A hero widget on top, three-column grid below
Wide + Narrow
Alternating wide and narrow pairs
Mixed
A two-column row, then a three-column row
Presets repack the whole grid, so any hand-tuned positions are replaced.
Focus Mode
Focus Mode hides the widgets and shortcuts and leaves you with a greeting and the chat box, centered on an otherwise empty page. It's for when you want to talk to Darcy without the dashboard in your peripheral vision.
Toggle it from the homepage header, and toggle it off again with Exit Focus Mode. Your widgets are untouched while it's on.
Starting Over
Reset layout, at the top of the widget catalog, restores the starter set: Briefing, Upcoming Meetings, and Tasks (filtered to what you have access to). Everything else is cleared from your grid.
How Your Layout Is Saved
Your widget arrangement and your Focus Mode setting are stored on your account rather than in your browser, so they follow you to any device you sign in from. Layouts are saved per organization — if you belong to more than one, each gets its own homepage.
Changes save automatically a couple of seconds after you make them. If a save fails you'll see a Could not save layout message.
Related
Chat — the chat box that sits beneath your widgets
Command Menu — jump anywhere with Ctrl + K without going through the homepage
User Configuration — theme, timezone, and other personal settings
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