Dashboards
A dashboard is the screen you land on, and in Teralo there are three of them: one for you, one for each project, and one for each organisation. All three are built the same way, out of widgets you arrange yourself on a grid.
The project dashboard is the one that matters most, because it is the screen every project member can open whatever their permissions are. Everything else in the sidebar can be taken away; this cannot.
The three dashboards
My Dashboard, in List, Tile or Map view
My Dashboard is what you see when you sign in, before you have picked anything. It lists the organisations you belong to and the projects you are on, in one of three views.
List view is a row per project. Tile view is a card per project. Map view puts every project on a map from its address, which is genuinely useful once you are on more than a handful of jobs. Your choice is remembered between sessions.
My Dashboard is a fixed screen and has no widgets.
Project Dashboard and Organisation Dashboard
Project Dashboard is the landing screen inside a project. Organisation Dashboard is the same idea one level up, across the projects your organisation hosts. See Organisation level and project level.
These two are the ones you build, and the rest of this article is about them.
Tabs: more than one dashboard
A project or an organisation can carry many named dashboards, shown as tabs across the top. That is what lets one job have a board for the site team, a board for the commercial team and a board that is only yours, instead of one board that suits nobody.
Add dashboard asks for a name, offers to copy an existing dashboard as a starting point, and asks who should see it. The active tab carries a menu with Rename, Settings, Duplicate and Delete.
A project can hold 20 shared dashboards, and each person can hold 10 private ones of their own on top of that. The organisation has the same allowance.
Who can see a dashboard
Visibility is chosen when the dashboard is created and can be changed afterwards in its settings.
- Public, which on a project means every project member and on an organisation means every member of the host organisation
- Public + Guests, an organisation option only, which adds guest members who are assigned to at least one of your projects
- Permission Template, visible only to people holding one of the templates you pick. See Permission templates
- Private, visible only to you
Shared dashboards (public and permission-template) are managed by the host organisation.
A dashboard that carries a widget you are not allowed to see simply does not show you that widget. Your copy of a shared board is filtered to your own access rather than being blocked.
Private dashboards
A private dashboard belongs to whoever made it, and any project member can have one, guest included. That is the case that gets missed: a subcontractor cannot change the board the host built, but nothing stops them building their own beside it, out of the same widgets, showing the things they actually watch.
Widgets
Add widget opens a picker grouped under the same headings the sidebar uses, so a widget is where you would look for the tool it belongs to. There are three kinds.
Cards: Team, Open Items and Recent Activity
Cards are purpose-built panels that need no configuration at all: pick one and it appears.
Team is who is on the project. Open Items is the dashboard's short version of My Items, the things waiting on you. Recent Activity is a feed across every tool, filtered to what you are allowed to see, which makes it the quickest read of whether anything moved today.
Program, Meetings and the noticeboard Message
Program summarises the schedule. Meetings lists what is coming up and what is outstanding from the last one. Message is the project noticeboard, a block of text the host organisation writes and everybody reads.
Weather and Weather Radar
Weather is the forecast for the site and Weather Radar is live storm radar over it. Both are drawn from the project's address, so a project with no address set gets neither.
Links and AI Chat
Links is a short list of the places the team keeps going, added by the host organisation. AI Chat is a small panel that opens a new conversation, and it appears only for someone holding the AI chat permission. See AI Chat.
Cards on an organisation dashboard
The organisation dashboard has its own set: Team, Projects, Open Items, Recent Activity, Meetings, Message and Links, plus snapshot cards for Recent Documents, Whiteboard, Tenders, User Applications, Inductions, Compliance Docs, Equipment and Cashflow.
The last two are the ones worth adding first, because they read across every project the organisation hosts rather than summarising one.
Module data
A live table or chart from any of the nineteen report data sources. You pick the source, filter it, choose columns or a summary, and choose whether it draws as a table or a chart. It is the report builder's engine in a single widget, without saving a report first. See The report builder.
Each source carries its own permission, so a data widget can only be added, and only ever draws, for someone who can see that tool anyway.
Report visuals
A chart or table lifted out of a report you have already saved. The widget stays tied to that report, so editing the report updates the widget. This one needs the reports permission and the host organisation, so it is not offered to a guest.
Building the layout
Editing is deliberate rather than accidental: the grid chrome only appears once you choose Edit layout, and only on a dashboard you can manage.
The grid is twelve columns wide. Drag a widget to move it, drag its corner to resize it. A widget is between three and twelve columns wide and between one and eight rows tall, and the rest of the board reflows around whatever you are dragging. Changes save as you make them.
A dashboard holds 24 widgets. Past that the picker tells you to remove one before adding another.
On a phone the dashboard is read only. It renders as a single column in the order you set on a desktop, and there is no drag, no resize and no edit mode. Build the board on a laptop and read it anywhere.
The header above the tabs
One strip sits above the tab row and belongs to the project rather than to any one dashboard: the project logo, name, address (which links to a map), description, the Quick Create menu and today's weather.
Quick Create is open to everyone. The links, the noticeboard message and the visible team members are edited by the host organisation only, and they are switched off entirely once a project is archived.
Dashboards inside Reports
There is a second, smaller thing also called Dashboards, and it is worth keeping apart from the one above. Inside a project's Reports tool there is a Dashboards tab, and a dashboard built there is assembled purely out of visuals from saved reports: you name it, tick the charts and tables you want from the report library, and lay them out.
Two differences decide which you want. A report dashboard holds report visuals and nothing else, where a project dashboard holds cards and live module data as well. And a report dashboard exists at project level only, where the project dashboard has an organisation twin.
If you are embedding one chart from one report, the Report visual widget on the project dashboard is the shorter route. Reports dashboards are for when the whole screen is reporting.
Who can do what
There is no dashboard permission, which is unusual in Teralo and is deliberate. Access follows two rules instead:
- Shared dashboards (public, public and guests, permission template) are created and edited by members of the host organisation. Everyone else reads them.
- Private dashboards are created and edited by whoever owns them, and any project member may own one.
What each widget shows is gated separately, by the permission belonging to the tool the widget draws from. So sharing a board can never share access: the board is the same for everyone, and what fills it is not. See How permissions work.
One thing does sit above all of this. Reports and dashboards is a tool your plan can include or withhold. Withholding it leaves existing boards readable and removes the ability to author new ones. See Plans and entitlements.