dashboard-management

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:

1. If only one upcoming_deadlines widget exists → remove it
2. If multiple exist → ask which one
3. 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 options
• CONFIGS.md - Detailed configuration parameter documentation
• ERRORS.md - Complete error codes and recovery strategies
• EXAMPLES.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