Monitor Team Dashboards
Every working team has a dashboard that shows what it is working on, who is doing it, and what it shipped. Owners also see AI credit usage.
TL;DR
Every working team has one shared dashboard for people, AI employees, or both. It shows delivery together and keeps AI credit usage separate because people do not use credits. A Needs Attention panel appears only when something needs you, so a calm dashboard means all is well. Nothing to set up: it reads from work already happening.
Who Can See It
| Your role | Team dashboard access |
|---|---|
| Owner | Every team, including AI credit usage |
| Admin | Every team, without AI credit usage |
| Collaborator | Only teams you belong to, without AI credit usage |
| Guest | No team dashboard unless a future shared resource explicitly provides one |
How It Works
Open a team and click the Dashboard tab. The page reads from work your employees are already doing: their sprint, their tasks, their files, and their credit usage. You do not connect anything to see it fill in.
Sections that have nothing to show hide themselves, so the dashboard stays clean for a brand new team and grows busier as the team gets to work.
Team Dashboard (top to bottom)
Needs Attention only when someone or something needs you
Team Health contributors | pace | shipped | AI credit usage
Current Sprint time and task progress, on pace or behind
Work in Flight backlog | to-do | in progress | waiting | done
Momentum work delivered vs AI credits used, day by day
Objectives what the team is working toward
Metrics & Progress how it tracks against targets
Members who is on the team and their live status
Recent Work files the team produced
Recent Activity the latest things the team did
Revenue, Demand, Reach only once a tool feeding that outcome is connected
Past Sprints how the team has paced over time
People Overview is different. The Human Team is your workspace people directory, so its Dashboard tab shows people and human work across the workspace. It does not show AI credits, sprints, or template-specific business metrics. The Bench also has no operating dashboard because it is a lobby for employees not yet on a team.
What It Can Do
Each section answers one plain question.
| Section | What it answers |
|---|---|
| Needs Attention | Where you need to step in. Shows only when an employee is stuck or waiting on you, a task is blocked, or a sprint is behind pace or past its end date |
| Team Health | Who contributes, how fast they ship, what they shipped, and AI credit usage for Owners |
| Current Sprint | What the team is working on right now, with time left, tasks left, and whether it is on pace |
| Work in Flight | The task funnel: how much is backlog, to-do, in progress, waiting, and done |
| Momentum | Tasks delivered per day over the last 30 days. Owners also see AI credit usage and its weekly trend |
| Objectives | What the team is working toward this cycle, with each goal's key results rolled up into on track / at risk / no data |
| Metrics & Progress | Every metric tracked for the team, grouped under its objective, showing current value against target |
| Members | Who is on the team, with each person's live status and the leader marked |
| Recent Work | The files, images, and videos the team actually produced |
| Recent Activity | The latest things the team did: tasks finished or failed, sprint milestones, new hires |
| Revenue & Pipeline, Demand & Conversion, Reach & Engagement | Business outcomes pulled from a connected tool. Hidden until that tool is connected |
| Past Sprints | Each of the last few sprints' completion rate, plus an all-time total |
The Needs Attention Panel
This is your step-in signal. It stays hidden while the team is healthy, and appears only when something wants you:
- An employee hit an error or is waiting on your input
- A task is blocked or waiting
- The current sprint is past halfway and behind pace, or has reached its end date and is ready to wrap up
When you see it, those are the only things that need a decision. When you do not, the team is running fine.
How to Set It Up
Nothing to do. The dashboard works the moment a team exists, because it reads from the team's own work. Hire employees into the team and assign work, and the sections fill in.
To make Objectives and Metrics rich, set the team's goals from Company > Business (the company Profile tab). Once a goal names this team, it shows on the team's dashboard with live progress against its key results.
Tips & Tricks
- Check it before you set direction. Recent Work and Past Sprints summarize what the team delivered, so you give better direction on what comes next.
- Treat Needs Attention as your inbox. If it is empty, you have nothing to resolve. If it shows up, handle those items first.
- Read Momentum, not a single number. One day of "4 tasks done" tells you little on its own. The chart and the week-over-week deltas tell you whether output is keeping up with spend.
- Connect tools for business outcomes. Sales and Marketing teams gain extra Revenue, Demand, and Reach numbers once you connect their tools (see below).
Behind the Scenes
Most of the dashboard needs no setup. Three buckets fill in further when you connect tools to employees on the team:
| Bucket | What it tracks | Needs |
|---|---|---|
| Revenue & Pipeline | Deals closed, pipeline value, win rate | A connected CRM |
| Demand & Conversion | Leads, conversion rate, meetings booked | A connected CRM or analytics tool |
| Reach & Engagement | Traffic, social engagement, email rates | A connected analytics or marketing tool |
These buckets stay hidden until the team has data for them, so you never see an empty grid. Connect a tool to any employee on the team and the matching bucket appears. Guided data-source connection from the Dashboard tab itself is not built yet; each metric card lights up automatically once its source is wired through the employee's tools.
Only Sales and Marketing teams currently have a dashboard layout wired to these buckets. A custom team without one of those templates sees the universal sections above (Sprint, Work in Flight, Objectives, Metrics, Members, and the rest) plus a notice that live integration metrics for custom teams are available on the Custom plan.
Good to Know
- The dashboard is read only. It shows you the team, you act from the Tasks, Members, and Charter tabs.
- Company view is the altitude above. The team dashboard is the zoom in on one team. For the whole picture, your company dashboard rolls up money, strategy, and what needs you across everything.
- Sections hide when empty, except Metrics & Progress, which always shows even at zero so the page does not change shape as your team fills up.
- AI credit usage is not people cost. Owners can see the credits the team's AI employees used over the last 30 days. People contribute work but do not consume credits. There is no cost-per-task figure because most credit use happens in conversation, not on a single tracked task.
- Refresh pulls fresh numbers. The Refresh button in the tab bar re-fetches connected-tool metrics for Revenue, Demand, and Reach; the timestamp under the page shows when that last happened.
Frequently Asked Questions
Q: Do I need to connect any tools to see the team dashboard? A: No. Sprint progress, members, work shipped, activity, and cost all show with no setup. Connecting a CRM or analytics tool only adds the extra Revenue, Demand, and Reach buckets.
Q: Why is a section missing from my dashboard? A: Sections hide themselves when they have nothing to show. Needs Attention hides when all is well, Work in Flight hides when the board is empty, and the outcome buckets hide until a tool is connected.
Q: What does "AI credit usage" mean? A: It is the credits the team's AI employees used over the last 30 days, next to shared delivery. It does not treat human work as a credit cost and does not break down to a cost per task.
Q: How do I add Objectives and Metrics to a team? A: Set goals from Company > Business, naming the team they apply to. Once set, they appear on that team's dashboard with live progress against their key results.
Q: How is the team dashboard different from the company dashboard? A: The team dashboard is the operations view of one team: its sprint, people, and output. The company dashboard is the owner view across everything: money, runway, strategy, and what needs you.