How do I make X appear on my dashboard?

A practical walk-through of every mechanism that surfaces records on the FlecBase CRM dashboard — per entity type, per dashboard section, with the exact action to take.

On this page

How the dashboard decides what to show

Everything on the "My Day" dashboard comes from one of six mechanisms. Learn these six and you can predict and control what appears:

SectionSourceControlled by
Today's Activity entity_links walk — records linked to your Person via a "dashboard-signal" relationship type (ATTENDED, ASSIGNED_TO, OWNS, INSPECTED_BY, etc.) Linking a record to you via the Links widget on any entity's edit page
Pinned PINNED_BY entity link, you on the right side "Pin this record" header action on any entity's edit page
Things you started Records where created_by = your user id and the status maps to canonical pending Creating a new record and leaving it in draft
Signals Central notifications where recipient_user_id = you (last 7 days) Features like "Send to Phone" or future @mentions fire these
Failed prestart banner prestart_completions with at least one fail answer or follow_up_required = true (last 30 days, tenant-wide) A prestart being completed with a fail or marked follow-up on any asset in the tenant
Team today Per-teammate rollup of the first three columns, scoped to each active tenant member Their entity-link activity + their prestart completions + their drafts
Why a record might not show: it's linked to you via a relationship type that isn't a dashboard signal (like MEMBER_OF or CONTACT_AT); its status maps to done or cancelled and your filters exclude those; or no link exists yet.

Make a record appear — by section

1. Today's Activity table (main column)

This is the flagship "what's on my plate right now" list. To get a record into it:

  1. Open the record's edit page (e.g. /crm/orders/abc-123/edit).
  2. Scroll to the Links widget.
  3. Click Add link.
  4. Select a relationship type from the signal set:
    • ATTENDED / ATTENDEE_OF — events you attend
    • ASSIGNED_TO / ASSIGNED_ASSET — assets assigned to you
    • OWNS — assets you own
    • REPORTED_BY / INVOLVED_IN — incidents you reported or are involved in
    • INSPECTED_BY — inspections you perform
    • ORDERED_BY — orders placed by you
  5. Point the other side of the link at your own Person record (or the record you're pinning to the subject's dashboard).
  6. Save. Refresh the dashboard at /crm. The record now appears in Today's Activity.
Identity-context links do NOT surface here. MEMBER_OF, CONTACT_AT, EMPLOYEE_OF, PATIENT_AT, PART_OF, WORKS_AT, ASSET_OF, INCIDENT_AT, PARENT_ORG — these are relationship types, but they don't count as dashboard signal. They're scaffolding, not "things on my plate".

Filters that hide otherwise-valid rows

2. Pinned widget (right column)

Your personal bookmarks — any record you want quick access to, regardless of whether you're formally linked to it.

  1. Open the record's edit page.
  2. Click Pin this record in the header action bar (top-right).
  3. The button flips to Unpin. The record appears in the Pinned widget immediately.

Works on all seven entity types: Organisations, People, Assets, Events, Orders, Incidents, Inspections. Re-pinning a previously-unpinned record re-activates the existing link — pin history is preserved, never hard-deleted.

Pins are personal. If you pin a record while using the "View as" dropdown to look at someone else's dashboard, the pin still goes on your dashboard — not theirs.

3. Things you started recently (below main table)

Records you created that are still in pending (draft-ish) status. Zero configuration — just create a record:

  1. Click + New in the CRM top bar, or go to a resource list and click Create.
  2. Save it. If the status lands at draft (or anything that maps to canonical pending), it lists here.
  3. Once its status moves to Open / Active / Completed, it graduates off this list.

Covers all entity types except Person. Capped at 10 items, sorted most-recent-first.

4. Signals widget (right column)

Notifications addressed to you in the last 7 days. Currently fires from:

To put a signal on someone's dashboard: use the Send to Phone header action on any entity's edit page, pick the recipient(s), add a message. They'll see it on their dashboard within minutes.

5. Strip banner — failed prestarts (top red alert)

Surfaces automatically when any prestart in the tenant was completed with a fail answer or marked follow-up required, within the last 30 days. Up to three banners stack if there are multiple.

6. Team today (right column)

A compact summary of each active tenant member's activity, visible to you. You cannot opt out of appearing in a teammate's Team Today widget — this is intentional for "over-the-shoulder" team visibility. The summary shows the two most interesting metrics per teammate, derived from:

If a teammate has no activity today, they still appear with "No activity today" so the widget stays stable.

7. Stat tiles and tab counts

Derived from the same data sources as the sections above:

These update live with the data. You can't directly change a stat tile's number — change the underlying records and the tile follows.

By entity type — "how does this show up?"

Organisation

Person

Asset

Event

Order

Incident

Inspection

Prestart

Viewing someone else's dashboard

Top-right of the dashboard: a dropdown that starts with Me (Your Name) followed by every active teammate. Pick anyone, the whole dashboard rebuilds for their perspective — their pins, their today's activity, their drafts, their signals.

No permission gate (currently). Any tenant member can view any other tenant member's dashboard. A groups-based ACL will gate this in a later release. For now, this is intentional — useful for over-the-shoulder coaching and "why is Kellie blocked?" diagnostics.

Actions you take while "viewing as" still run as you — pin a record and it pins to your dashboard, not theirs.

Exporting your dashboard as a calendar

Top-right of the dashboard, two buttons:

Subscribe links are signed with a 1-year expiry. If you need to rotate the link, ask platform admin.

FAQ

I pinned 4 things but the Pinned widget shows 3.

The pin exists but the underlying record was deleted — the pin link stays active in the database, but with no record to display, it's silently filtered from the widget. Either re-pin (if the record has a replacement) or accept that the orphan link will count toward the Pinned count but not render.

I linked an asset to my Person with MEMBER_OF but it's not showing.

MEMBER_OF is not a dashboard-signal relationship type — it's identity/scaffolding. Use OWNS, ASSIGNED_TO, or ASSIGNED_ASSET instead, depending on the semantic you want. See the table at the top for the full list.

Tab counts show one number; when I click a tab, other counts go to 0.

That was a real bug — fixed. Refresh the page. Tab counts now reflect the unfiltered total (what's available in each section) regardless of which tab is active.

Someone on my team pinned a record. Does it show on my dashboard?

No. Pins are personal per user. Their pinned record appears under their Pinned widget, and — if it's a failed prestart or an entity-link-signal-worthy row — under Today's Activity if the normal entity_links walk applies to you too. Viewing their dashboard via the "View as" dropdown is the way to see their pin list.

I want to mark a record as "important" so everyone on the team sees it.

Not a built-in feature today. Workarounds: (1) use "Send to Phone" to notify teammates individually, which fires a Signal on their dashboard; (2) a failed prestart on a shared asset surfaces on everyone's strip banner; (3) ask platform admin about a future "tenant-wide pin" or "announcement" mechanism.

The subscribed calendar feed shows an event that's been deleted in FlecBase. How do I clear it?

Unsubscribe and re-subscribe. The standard iCalendar refresh doesn't issue CANCEL events in the current implementation — it re-publishes the current set. Calendar clients typically accept the replacement and drop orphans within a day, but a clean re-subscribe is faster.

Can I filter the subscribed calendar feed (e.g. "only my orders")?

Not currently. Subscribe URLs use defaults (Pending + Active, all sections). Download via "Export .ics" if you want a filter-scoped one-shot; the download URL round-trips the current dashboard filter state.

Generated from the T-058 dashboard implementation. If something documented here doesn't match what the UI does, the UI is probably right — let the engineering team know so this page can be updated.