Introduction to the Dashboard

The Dashboard gives you a structured overview of the information stored in your TWILL knowledge base.

It helps you quickly see what is currently relevant, how information is grouped, and which items may need further attention. From the Dashboard, you can also open any item and review its details, history, status, and related information.

💡Note: TWILL is customized for each organization. The Dashboard views, item categories, filters, properties, and suggested groupings shown in this article are examples only. Your workspace may look different and use terminology tailored to your organization’s needs.

Select Dashboard in the main navigation on the left.

The Dashboard opens with several views at the top of the page. 

In the example shown in this article, the available views are:

Your workspace may include different views, different names, or a different number of views.

The Situation overview presents current information grouped into relevant categories.
Depending on your workspace, this may include decisions, problems, risks, goals, tasks, proposals, or other types of information.
Use this view to understand what is currently happening and which items may require attention.

The Strategic overview presents the organization’s long-term direction in a structured form.

It may include areas such as mission, vision, objectives, success criteria, strategic priorities, or agreed boundaries.

Use this view to see how current information relates to the organization’s strategy.

Select any card or item on the Dashboard to open its detailed information in a panel on the right side of the screen.

The panel may show:

• a fuller description
  
• current status
  
• key properties
  
• notes
  
• related items
  
• supporting context

You can review these details without leaving the Dashboard. Close the panel to return to the full overview.

In the right-hand panel, you can also view items related to the selected record. 
Use the available filters to narrow down the related items. 

You can apply multiple filter options at the same time, depending on the related items available for the selected record.

Your selected filtering options are shown directly in the panel, so you can easily see which filters are currently applied. You can remove individual filters or clear them to return to the full list of related items.