Dashboards¶

A View is a dashboard: a canvas of widgets you arrange to see your data at a glance — charts next to written notes, side by side.

Create a View¶

1. From the workspace home page, click Views.
2. Click + New View and give it a name, e.g. "Sales Overview".
3. You land on an empty dashboard, ready for widgets.

Add a widget¶

Click + Add widget on any View and choose a type:

• Chart — an aggregated chart built from one of your cards (see Chart widgets)
• Map — plots pins on a map from one of your cards (see Map widgets)
• Calendar — plots events on a calendar from one of your cards, using a date field (see Calendar widgets)
• Card — a mini record table embedded from one of your cards. Choose the source card and which columns (fields) to show; every record on that card renders as a row, in the order the fields were picked. Clicking a row opens the full record detail, the same as clicking a row in the card's own grid view.
• Markdown — a free-form text card you write directly on the dashboard
• Existing note — pick one of your workspace's Notes to embed. Unlike a Markdown card, this widget always mirrors the note's current content — edit the note from the Notes tab and every dashboard that embeds it updates automatically.

Arrange the layout¶

Every widget can be dragged to reposition it and resized from its corner handle. Layout changes save automatically once you stop dragging or resizing — no separate save step.

Editing and removing widgets¶

• Click the ⋮ menu in a widget's top-right corner for Edit (Chart, Map, Calendar, and Card widgets), Embed, and Delete.
• A Markdown widget in inline mode has its own Edit link; click it, make your changes, and click Save.

Any widget can also be embedded outside TableView as a public, read-only snapshot — no login required to view it.