WorkDesk
Personal Dashboard Overview
The Personal Dashboard is your configurable home screen in WorkDesk. Arrange widgets to see exactly what matters to your role — pending task counts, recent workflow activity, KPI metrics, and quick-launch shortcuts to common processes.
What Is the Dashboard?
The Personal Dashboard is the default landing page when you open WorkDesk. It presents a customizable grid of widgets — each showing a focused piece of information or a quick action. Unlike the Inbox or History sections (which are fixed in structure), the Dashboard is entirely under your control.
Sample Dashboard Layout
Pending Tasks
7
in your inbox right now
Completed Today
3
tasks resolved
Overdue
1
requires immediate action
Recent Workflows
Expense Approval Flow — Completed | HR Onboarding — Running | Budget Review — Suspended
Quick Launch
Start Leave Request
Start Purchase Order
Key Dashboard Concepts
| Concept | Description |
|---|---|
| Widget Grid | Responsive CSS grid — widgets snap to column positions. Supports 1/2/3-column span. |
| Widget Types | 5 built-in types: PendingTasksCount, RecentWorkflows, MetricsTile, QuickLaunch, AnnouncementBanner |
| Edit Mode | Toggle to enable drag handles, resize grips, and the "Remove" button on each widget |
| Widget Picker | Slide-in panel listing all available widget types — click to add to dashboard |
| Layout Persistence | Saved as JSON per-user in the backend — survives logout, browser close, device change |
| Admin Templates | Per-role default layouts applied on first login before user customization |
Dashboard API
// Load dashboard layout for current user
GET /api/workdesk/dashboard
Authorization: Bearer {token}
// Response
{
"userId": "usr-001",
"templateId": "tmpl-finance-mgr", // null if user has customized
"widgets": [
{ "id": "w1", "type": "PendingTasksCount", "col": 0, "row": 0, "w": 1, "h": 1, "config": {} },
{ "id": "w2", "type": "RecentWorkflows", "col": 1, "row": 0, "w": 2, "h": 1, "config": {} },
{ "id": "w3", "type": "QuickLaunch", "col": 0, "row": 1, "w": 1, "h": 1,
"config": { "shortcuts": [
{ "label": "Start Leave Request", "workflowId": "wf-leave-001" }
]}
}
],
"lastModified": "2026-05-20T09:00:00Z"
}
// Save updated layout
PUT /api/workdesk/dashboard
Content-Type: application/json
{ /* same shape as response */ }