What this is for
Under the day-to-day cards (the setup checklist, Needs you today and, on a computer, the Just tell me button), the dashboard has Your board — a set of widgets you choose yourself. A widget is a small live view of a report: Profit trend, Cash flow, who owes you, SARS deadlines, this week's diary and about twenty more. Each person on the team has their own board, and it follows you between your phone and computer. The setup checklist and Needs you today each fold to one line — how far along you are, or how many things need you and the first of them — so the board sits higher; tap the heading to open or fold one, and Worklog remembers your choice on that phone or computer. The setup checklist is shown to the owner, and a step the business may not need (no staff, just you, no items for sale, no bank account) can be skipped; it has no close button, and goes by itself once every step is done or skipped. Tapping a line in Needs you today opens its screen on just the things it counted. Invoices still owed (overdue first, each at what it still owes), money not logged, receipts to chase and low stock come under a navy card with the same number and amount; approvals and rejections open on their own filter. Show all goes back to the whole list. When the line counts a single invoice or supplier invoice, the tap opens it.
Customise it
- Tap Customise at the top right of the board.
- Use the ↑ ↓ arrows (or drag, on a computer) to reorder, and ✕ to remove a widget.
- Tap + Add widget to open the gallery. It only offers widgets for the tools you can see, which depends on your access and your type of business.
- On widgets that follow a time window, tiny Board / M / Y buttons let you pin that one card to Month or Year instead of the board's own switch.
- Tap Done when you're happy, or Reset to suggested to go back to the standard board for your role.
Reading a widget
Stat cards show one number, and the Profit card also shows how it compares with the month or year before. Every card says its own window and basis right on it — 'Aug · accrual, as on P&L' or 'money that moved, VAT incl.' — so two cards can never quietly answer different questions under the same look. Chart widgets have two tabs: Chart is the picture, Details is the actual rows (the same figures the full report computes), and the footer link opens that report.
Good to know
Widgets respect access levels: a widget never appears — in the gallery or on a saved board — for someone whose permissions don't cover the tool it reads. In the gallery, plan-locked widgets show a padlock and open the upgrade options.