Dashboard overview

A real-time view of your team's activity across projects, tasks, and resource.

The dashboard gives you a real-time overview of your team's activity across projects, tasks, and resource. It covers the high-level activity you need to stay across what's happening without digging through individual projects.

Complete your onboarding

A checklist of setup tasks for your workspace, grouped by area, with progress tracked as you complete each item. The items you see depend on your role: owners and admins also get workspace-wide setup (HR, integrations, project management essentials), while everyone sees personal setup (profile, notifications) and a first-project + tutorial walkthrough. Expand any group to see what's left, or collapse the panel once you're done.

Tip

Treat this less as onboarding and more as configuring your workspace. Once your working hours are set, Trellis knows when timesheets are due and how much capacity each person has on the resourcing heatmap. The rest of the dashboard fills out as you tick more items off.

Resources to get you started

While your onboarding is incomplete, a Resources to get you started panel sits under the checklist. It links to the docs for up to three of the steps you haven't finished yet, alongside a Browse the docs card and More from Trellis — links to What's new (the changelog) and For developers (Applications). Collapsing the checklist hides it too. The panel disappears once every onboarding item is done.

The dashboard widgets

Timesheet reporting: Timesheets are the basis of all project reporting — if you want to see how your money is being spent, it's important your team is logging their time. The dashboard shows a quick view of who is and isn't doing their timesheets so you can chase them to complete. Editors, Members, and Contributors see their own week instead, headed My timesheet.
Logged time across projects (Owners and Admins only): A breakdown of where your team's time is actually being spent by project. Defaults to the current week; switch to monthly or yearly to spot which projects are quietly eating capacity over longer horizons. Filter by member to see how an individual on your team is spending their time. It's on every plan, and is called Time by project in Customize dashboard.
Pinned projects: Prioritise the projects that are most important to you by pinning their performance snapshot and quick access links. The widget is headed Projects; with nothing pinned, it shows your two most recently updated projects.
Most resourced workspace members (Enterprise): If you run a busy business, constantly managing multiple projects with a lean head count, staying on top of resource management is key. The widget puts the six people under the most pressure over the next eight weeks in front of you, anyone already over capacity first, so you can reallocate work before it becomes a problem. Selecting View resourcing opens Resourcing, which is on every plan. It's called Resourcing in Customize dashboard.
My leave allowance: headed My leave & absence on the dashboard. How much leave you have Available this year, alongside what's Used, Pending, and Approved & upcoming. Enterprise with HR turned on.
My leave: your recent leave with its status, and See all to open My leaves. If you haven't booked any yet, Request or log takes you there. Enterprise with HR turned on.

The two leave widgets start in the Additional widgets tray, so add them from Customize if you want them. Neither is shown to Viewers or Contributors.

Note

Timesheet reporting, Logged time across projects, Pinned projects, and Most resourced workspace members belong to the Project management area. If an Owner or Admin has switched that area off in the Features section of Settings → Workspace → General, they don't appear, no matter what your role is. The widgets also need at least one project to exist before they render.

Customise your dashboard

Arrange the widgets you see, and hide the ones you don't need. Your layout is saved to your Trellis account, so it's the same in every workspace you belong to — widgets you don't have access to in a workspace don't show.

Select Customize at the top right of the dashboard.

Drag the blocks to rearrange them within or across the two columns.

Drag a widget from Additional widgets onto a column to add it, or use a widget's switch to hide it.

Select Save changes.

The dashboard behind the dialog updates as you go. Cancel discards your changes, and Reset to default puts every widget back in its original place. The onboarding checklist and Resources to get you started aren't part of the layout — they stay at the top of the dashboard until onboarding is complete.

Rearranging the dashboard and adding the My leave widget.

Who can do what

Action	Owner	Admin	Editor	Member	Contributor	Viewer
Open the Dashboard
Complete the onboarding panel
Customise your own dashboard layout
See Pinned projects
See the workspace-wide Timesheet reporting widget
See your own day-by-day timesheet breakdown
See Logged time across projects
See the Most resourced workspace members widget (Enterprise only)
See the My leave allowance and My leave widgets (Enterprise with HR)

The Dashboard is available to everyone in the workspace, but which widgets you see depends on your role — and on the Project management area being switched on. Owners and Admins get the workspace-wide view of team activity (Timesheet reporting, Logged time across projects), with the ability to drill into any member's day-by-day breakdown. Editors, Members, and Contributors see a personal-scoped Timesheet reporting widget showing their own daily bars, but not the team-wide view or Logged time across projects. The Most resourced workspace members widget is limited to Owners, Admins, and Editors on the Enterprise plan, though the Resourcing page it opens is on every plan. The leave widgets need HR on the Enterprise plan and aren't available to Contributors or Viewers. Viewers see only the parts of the Dashboard that don't expose team-wide activity or personal time-log data — onboarding and pinned projects.