| name | dashboard-management |
| description | Create and configure custom dashboards with widgets. Add task summaries, burndown charts, project progress, upcoming deadlines, and metric cards. Group tasks by status, project, or priority. Set default dashboards.
|
| metadata | {"version":"1.0.0","author":"businessos","tools_used":["configure_dashboard"],"depends_on":[],"context_hints":["User's current dashboard layout","User's workspace membership","Available projects for filtering"],"telemetry":{"track_events":["widget_added","widget_removed","dashboard_created","error_recovered"]}} |
Dashboard Management
When to Use This Skill
Activate when user wants to:
- Create a new dashboard
- Add widgets to see their data visually
- Remove or modify existing widgets
- Set a default dashboard
- Customize their existing dashboard
Keywords: dashboard, widget, add, show, display, view, chart, summary, home, burndown, metrics, deadlines
Do NOT use when:
- User wants to create/edit tasks → use
task-management
- User asks "why" questions about data → use
analytics-insights
- User wants to manage notifications → use
notification-management
The Tool
Name: configure_dashboard
Actions:
| Action | Purpose | Required Params |
|---|
list_dashboards | Get user's dashboards | none |
list_widgets | Get available widget types | none |
get_dashboard | Get specific dashboard layout | dashboard_id or dashboard_name (optional, uses default) |
create_dashboard | Create new dashboard | name |
add_widget | Add single widget | widget_type |
add_widgets | Add multiple widgets | widgets[] |
remove_widget | Remove a widget | widget_id (or infer from context) |
update_widget | Modify widget config | widget_id, config |
set_default | Set default dashboard | dashboard_id or dashboard_name |
Request → Tool Mapping
| User Says | Action | Key Params |
|---|
| "Show me my tasks" | add_widget | widget_type: task_summary |
| "Tasks grouped by project" | add_widget | widget_type: task_summary, config: {group_by: "project"} |
| "Tasks grouped by priority" | add_widget | widget_type: task_summary, config: {group_by: "priority"} |
| "What's due this week" | add_widget | widget_type: upcoming_deadlines, config: {days_ahead: 7} |
| "Show deadlines for next 2 weeks" | add_widget | widget_type: upcoming_deadlines, config: {days_ahead: 14} |
| "Add a burndown chart" | add_widget | widget_type: task_burndown |
| "Show project progress" | add_widget | widget_type: project_progress |
| "Create a new dashboard" | create_dashboard | name: (ask user or infer) |
| "Create a sales dashboard" | create_dashboard | name: "Sales Dashboard" |
| "Add tasks and deadlines" | add_widgets | widgets: [{type: task_summary}, {type: upcoming_deadlines}] |
| "Remove the burndown chart" | remove_widget | identify by type |
| "What dashboards do I have" | list_dashboards | none |
| "What widgets can I add" | list_widgets | none |
| "Make this my default" | set_default | current dashboard context |
Widget Quick Reference
| Type | Best For | Common Config |
|---|
task_summary | Workload overview | group_by: status/project/priority |
task_list | Detailed task view | limit, filter, show_completed |
upcoming_deadlines | Planning ahead | days_ahead: 7, 14, 30 |
task_burndown | Sprint tracking | days: 30, 90; project_id |
project_progress | Project health | project_id (optional) |
metric_card | Single KPI | metric: tasks_due_today, etc. |
recent_activity | Activity feed | limit: 10, 20, 50 |
workload_heatmap | Capacity planning | date_range: month, quarter |
client_overview | Sales pipeline | pipeline_stage |
notes_pinned | Quick reference | limit |
quick_actions | Shortcuts | actions[] |
agent_shortcuts | AI commands | shortcuts[] |
Examples
Simple: Add one widget
User: "I want to see my tasks on the dashboard"
Tool Call:
{
"action": "add_widget",
"widget_type": "task_summary"
}
Response: "Added a task summary widget to your dashboard. It shows your tasks grouped by status."
With Config: Grouped tasks
User: "Show me tasks grouped by project"
Tool Call:
{
"action": "add_widget",
"widget_type": "task_summary",
"config": {
"group_by": "project"
}
}
Response: "Added a task summary grouped by project to your dashboard."
Multi-Widget: Dashboard setup
User: "Set up my dashboard with tasks, deadlines, and a burndown chart"
Tool Call:
{
"action": "add_widgets",
"widgets": [
{"type": "task_summary", "config": {"group_by": "status"}},
{"type": "upcoming_deadlines", "config": {"days_ahead": 14}},
{"type": "task_burndown", "config": {"days": 30}}
]
}
Response: "Added 3 widgets to your dashboard: task summary, 2-week deadlines, and 30-day burndown chart."
Create Dashboard: New dashboard with widgets
User: "Create a project dashboard for Alpha with progress and tasks"
Tool Call:
{
"action": "create_dashboard",
"name": "Alpha Project",
"widgets": [
{"type": "project_progress", "config": {"project_id": "alpha-uuid"}},
{"type": "task_list", "config": {"project_id": "alpha-uuid", "limit": 20}}
]
}
Response: "Created 'Alpha Project' dashboard with progress tracking and task list."
Remove Widget
User: "Remove the deadlines widget"
Approach:
- If only one
upcoming_deadlines widget exists → remove it
- If multiple exist → ask which one
- If none exist → inform user
Tool Call (if unambiguous):
{
"action": "remove_widget",
"widget_id": "widget-uuid-here"
}
Response: "Removed the upcoming deadlines widget from your dashboard."
Error Handling
Widget Type Not Found
Tool Returns:
{
"success": false,
"error": "widget_type_not_found",
"requested": "team_capacity",
"available_alternatives": ["workload_heatmap", "task_summary"]
}
Say: "Team capacity widget isn't available yet. I can add a workload heatmap that shows task density over time, or a task summary. Which would you prefer?"
Dashboard Full
Tool Returns:
{
"success": false,
"error": "dashboard_full",
"current_count": 12,
"max_count": 12
}
Say: "Your dashboard already has 12 widgets (the maximum). I can remove one to make room, or create a new dashboard. What would you prefer?"
Ambiguous Widget Reference
When user says "remove the task widget" but multiple task widgets exist:
Say: "I found several task widgets on your dashboard:
- Task Summary (grouped by status)
- Task List (showing 20 items)
- Task Burndown (30-day chart)
Which one would you like to remove?"
Additional Resources
If you need more details, these references are available:
WIDGETS.md - Full widget catalog with visuals and all config optionsCONFIGS.md - Detailed configuration parameter documentationERRORS.md - Complete error codes and recovery strategiesEXAMPLES.md - 20+ example conversations
Request a reference when:
- User asks about a widget you're unsure about
- You encounter an error code not listed above
- User has a complex multi-step request
Limitations
- Cannot delete dashboards - Only remove widgets (safety measure)
- Cannot reposition widgets via chat - Users drag-drop in UI
- Max 12 widgets per dashboard - Suggest new dashboard if full
- Widget data is read-only - Widgets display data, don't modify it
- Workspace-scoped data - Widgets only show data user has access to
