Dashboard widgets give you a snapshot of the information that is important, on your home page.
There are three Coach Dashboard widgets:
Actions widget: Track and manage agreed actions from your meetings.
Meetings widget: View upcoming and in progress meetings at a glance.
Relationship widget: Quick access to all the people you're connected to in Coach, including upcoming meetings and a snapshot of goals and actions.
You'll find more detail on each widget type in the sections below.
Actions widget
The actions widget shows the total actions agreed in meetings. This includes:
Actions not yet done (to dos)
Actions that are overdue (the due date has passed)
Recently done actions (actions completed in the last month)
When adding the widget to your dashboard, you can choose to show:
Actions assigned to yourself (best for individuals)
Actions assigned to yourself and your relationships in Coach (best for managers)
Actions for specific teams or users
Show or hide completed actions e.g., hide them so that you have a clear view of what is outstanding, show them if you're motivated by ticking tasks off your list
Use the widget to:
Mark any actions as completed, without having to navigate to Coach or the individual meeting
Stay on top of your actions as an individual
Support individuals, prompt or spot patterns as a manager
Meetings widget
The meeting widget shows upcoming or in progress meetings, helping you plan your week and ensure no meetings are forgotten.
When adding the widget to your dashboard, you can choose to show:
Meetings that you have coming up
Meetings specific users or teams have coming up
Use the widget to:
Stay on top of scheduled meetings
Navigate to upcoming meetings with ease
Relationship widget
The Relationship widget is aimed at managers and gives you a snapshot of all your Coaching relationships.
Configuration options include:
Showing your relationships
Showing relationships for specific users or teams
Use the widget to:
Quickly navigate to a specific individual's Coach page
View when the next meeting is with each individual and whether they have outstanding or overdue actions and Goals assigned.
Wondering how to add widgets to your Dashboard?
Check out our ➡️ Dashboard article.