My Dashboard
The personal view — your work, your approvals, your team, your pipeline.
Body
My Dashboard is the day-to-day landing page. Unlike the project, objective, and cluster dashboards, it filters to the logged-in user — everyone sees a different set of rows from the same underlying sheets.
Most panels here are Dynamic Views, not reports. Dynamic View lets people see and edit only their own rows without being shared into the underlying sheet.
Quick Links
Two sets:
- Quick Links — standard shortcuts, the same for everyone
- User Specific Quick Links — shortcuts filtered to the logged-in user
My Work
| Panel | What it shows |
|---|---|
| My Projects | Projects where you're the Project Leader |
| Project Plan Tasks | Tasks assigned to you across all project plans |
| Overdue Tasks | Your tasks flagged Overdue |
| Ad Hoc Tasks | Tasks outside a project plan |
| Open Risks & Incidents | RAID items assigned to you |
Outcomes & Impacts
- Outcomes & Impacts Dynamic View
- New Outcome & Impact Submission Form
This is where outcomes data originates. It surfaces on the Cluster Dashboard and Portfolio View, but it's entered here.
My Approvals
Everything waiting on you, split by type:
- Approvals - Project Intake — Sponsoring GM View
- Approvals - Project Plan Tasks
- Approvals - Risks & Incidents
- Approvals - Budget & Variations
- Approvals - Closure Checklist (report, not a Dynamic View)
Approvals also arrive by email and via the Smartsheet notification bell. This panel is the catch-all for anything missed — approvals can be actioned from any of the three.
My Team's Work
| Panel | What it shows |
|---|---|
| Project Tasks | Project plan tasks assigned to your direct reports |
| Ad Hoc Tasks | Ad hoc tasks assigned to your direct reports |
Driven by the Reporting Line Matrix. If someone's team is showing the wrong people — or nothing — the matrix is where to look, not the dashboard.
My Pipeline
- New Project Intake — Project Lead View — submitted projects where you're the suggested Project Leader
- New Project Form — link to submit a new project
Related articles
- Setting Up the Contact and Reporting Line Matrices
- Portfolio View
- The Project Intake Form