Guide Tracking & reporting

Workflow Dashboards

See a flow's requests the way the work demands — a Kanban board by status, a sortable table, or a calendar of date-ranged requests — switched instantly on one screen.

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Workflow Dashboards let you read a flow's requests three ways from one screen: a Kanban board grouped by status, a sortable table with inline actions, and a calendar that lays date-ranged requests across the month. It's for Administrators working a flow's Requests tab who need to see what's stuck, work through many requests at once, or spot overlapping bookings and leave. Switching views is instant — no page reload — and the switcher only lists the views that flow has. You'll need a flow with existing requests to look at.

Who this is for: admin.

Switch the board between Kanban, Table, and Calendar views

Different work reads differently: the Kanban board shows at a glance what's waiting, approved, or denied, the table is for working through many requests with sorting, filtering, and inline archive/restore, and the calendar makes overlaps and busy periods visible. The calendar only appears on date-based flow types that have start and end date fields — on other flows there is no Calendar tab at all.

  1. Sign in as the Administrator for the workspace whose flow you want to review, and open that flow's Requests tab.

  2. Click Table to read the same requests as a sortable, filterable list with inline actions. The view switches on the spot — the page does not reload.

    Step 2
    Step 2
  3. Click Calendar to lay the flow's date-ranged requests across the month. Kanban cards and the other views are read-only here — there is no drag-and-drop, so decisions are still made on the request itself.

    Step 3
    Step 3

The calendar loads showing the month it opens on, with the month and year in the header — the example shows August 2026.