
Create a dashboard when you want a new operational view for data, tasks, feed activity, or AI-driven insights.

## Start from the dashboards list

Open the channel where you want the dashboard to live, then open **Dashboards**.

This page shows the dashboards that already exist in that channel.

![Dashboards tab showing the list of existing dashboards.](/docs/dashboards/create-a-dashboard/01-dashboards-list.png)

## Start a new dashboard

You can create dashboards from the **Dashboards** tab of a channel.

1. Open a channel.
2. Click the **Dashboards** tab.
3. Use the add action.
4. Choose to create a new dashboard.

![Add Dashboard dialog showing the name, description, privacy, and editing options.](/docs/dashboards/create-a-dashboard/02-add-dashboard-dialog.png)

## Fill in the dashboard details

When the create dialog opens, complete the main setup:

1. Enter the dashboard **Name**.
2. Add an optional **Description**.
3. Decide whether the dashboard should be **Private**.
4. Decide whether **Enable Editing** should be on.
5. Click **Save**.

Keep the name clear and practical so the dashboard is easy to recognize later.

## Attach the data sources you want to use

After the dashboard opens, you can choose which data sources should be available inside it.

![Manage Data Sources dialog showing multiple selected data sources for the dashboard.](/docs/dashboards/create-a-dashboard/03-manage-data-sources.png)

This is especially helpful when the dashboard should compare more than one line, device, or source in the same view.

## Choose a useful default time range

The default time range affects how widgets open the first time.

Choose a range that matches the dashboard purpose.

Examples:

- a recent range for live operational dashboards
- a wider range for trend and reporting dashboards

## What happens next

After the dashboard is created:

- it opens with its dashboard toolbar
- you can add widgets
- you can use the AI build flow if you want to add widgets, change layout, or shape the dashboard with plain-language requests
- you can adjust the layout
- you can return later and edit the dashboard settings

![Newly created dashboard opening in its empty state before widgets are added.](/docs/dashboards/create-a-dashboard/04-new-dashboard-empty-state.png)

## Read next

- [AI Dashboard Builder](/docs/dashboards/ai-dashboard-builder) - Add widgets, change layout, and update the dashboard with AI.
- [Layout and Editing](/docs/dashboards/layout-and-editing) - Arrange the dashboard page.
- [Data Research Widgets](/docs/dashboards/data-research-widgets) - Choose the right first chart or KPI widgets.


Create a dashboard from the dashboards list, choose its basic settings, attach data sources, and open it for the first time.

Create a Dashboard


Use layout editing to control how the dashboard reads on screen.

This is where you decide how large widgets should be, which ones deserve priority, and how the dashboard should flow from top to bottom.

## Open layout editing

1. Open the dashboard.
2. Click **Dashboard options** next to the time range in the toolbar.
3. Click **Change Layout**.

The same menu is also where you can add widgets, change data sources, update dashboard settings, and open full screen.

![Dashboard options menu showing Add widget, Change Layout, Data sources, and other actions.](/docs/dashboards/layout-and-editing/01-dashboard-options-menu.png)

## Change the working screen size

While you are editing the layout, you can switch the working size to match a device type such as mobile, tablet, or desktop.

Use this to preview how the layout behaves before you leave edit mode.

## Add a widget

1. Click **Dashboard options** next to the time range.
2. Click **Add widget**.
3. Choose the widget type you want.
4. Complete the widget setup form.
5. Save the widget.

After saving, the widget is added to the layout and can be moved or resized.

![Widget picker showing available dashboard widget types such as Data Table, KPI, Column, Bar, AI Insights, and more.](/docs/dashboards/layout-and-editing/02-widget-picker.png)

Start with the widget type that best matches the question you want the dashboard to answer. For example:

- use **KPI** for a single headline number
- use **Column** or **Bar** for comparison
- use **Time series** for change over time
- use **AI Insights** when people need written explanation
- use **Header**, **Shortcuts**, or **Filters** for structure and navigation

## Reorder the page

As you arrange the dashboard:

- keep the most important widgets near the top
- group related widgets together
- avoid making every widget the same size
- leave enough space for larger tables and chart widgets

## Edit an existing widget

1. Open the widget menu.
2. Click **Edit**.
3. Update the widget settings.
4. Save the widget.

## Duplicate or remove a widget

Use the widget menu when you want to:

- duplicate a widget and adjust a variation
- remove a widget that is no longer needed

Duplicating is helpful when you want two similar widgets with different metrics, filters, or date behavior.

## Check the result after saving

Once a widget is saved, it appears directly on the dashboard.

![Dashboard showing a saved comparison widget after it was added.](/docs/dashboards/layout-and-editing/03-widget-added.png)

This is a good moment to decide whether the widget needs:

- a different size
- a different place on the page
- a clearer title
- or a second related widget beside it

## Use full screen and auto-update

The toolbar also supports:

- **Full screen** from **Dashboard options** > **Actions**
- **Auto update** from **Dashboard options** > **Data Preferences**

Use **Full screen** for presentation and focused monitoring. Use **Auto update** when a dashboard should refresh on a schedule.

## Read next

- [Data Research Widgets](/docs/dashboards/data-research-widgets) - Chart- and metric-focused widgets.
- [Utility and live widgets](/docs/dashboards/header-widget) - Start with Header, then review Shortcuts, Feed, Filter Widget, Streaming, and Data Streaming.


Add widgets, adjust the layout, and keep the dashboard clear as it grows.

Layout and Editing


Before you build a dashboard, make sure the underlying sources already exist.

Dashboards are usually strongest when the data model is ready first.

## Add the right data sources

Many widgets depend on one or more data sources being available first.

This is especially important for:

- **KPI**
- **Grouped KPI**
- **KPI Table**
- **Column**
- **Bar**
- **Pie**
- **Time series**
- **Indicator**
- **Data Table**
- **AI Insights**
- **Filter Widget**
- **Streaming**
- **Data Streaming**

If you do not have the right data source yet, create or attach it before building the dashboard.

## Confirm the dashboard scope

When creating a dashboard, the app can work with one or more data sources depending on the dashboard type and context.

Before you begin, decide:

- whether the dashboard should focus on one data source or several
- whether it belongs to a site-level or company-level workflow
- whether it is meant for one operational use case or a broader overview

## Prepare task context when needed

Task widgets work best when the related task workflow already exists.

This matters for:

- **Board**
- **List**
- **Task Statistics**

If the task process has not been set up yet, the dashboard may open but not tell a useful story.

## Prepare channels and feed sources when needed

Some widgets depend more on channels and app activity than on readings.

Examples:

- **Feed**
- **Shortcuts**

If you want a feed-focused dashboard, make sure the relevant channels, hashtags, or post activity already exist.

## Prepare AI Vision Devices for visual widgets

Some widgets expect an **AI Vision Device** or another supported live device context.

This matters for:

- **Streaming**
- **Data Streaming**

If the related device is not available, those widgets cannot be configured usefully.

## Read next

- [Create a Dashboard](/docs/dashboards/create-a-dashboard) - Create the dashboard itself.
- [Data Research Widgets](/docs/dashboards/data-research-widgets) - Choose widgets once the underlying sources are ready.


Prepare the right data sources, channels, tasks, and dashboard context before you start adding widgets.

Browse Guides

Create a Dashboard

Start from the dashboards list

Start a new dashboard

Fill in the dashboard details

Attach the data sources you want to use

Choose a useful default time range

What happens next

Read next