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Custom pages overview
Revenue, project health, team workload, and invoice payment status all surface on a single screen through custom pages. Each custom page is a grid of widgets that pull live data from tasks, invoices, time entries, transactions, contacts, proposals, and contracts, so metrics from across your workspace come together without switching between pages or exporting spreadsheets.
Where custom pages live
Custom pages exist at two levels: workspace-wide and project-scoped. A workspace custom page draws from your entire workspace, covering every project, client, and team member. A project custom page focuses on a single project, pulling only the tasks, time entries, invoices, and transactions tied to that project. Multiple custom pages can exist at each level, so different reporting needs get their own canvas without crowding a single view.
Custom page widget types
Each widget presents data in a different format:
- Charts: bar, line, pie, polar, scatter, and calendar heatmap visualisations that summarise data by count, sum, average, min, or max.
- Metric text: a single number with a label (e.g., total revenue or open tasks), with optional comparison to a previous period.
- Metric list: a ranked list of items, like top projects by revenue or most active team members.
- Calendar heatmap: a year-at-a-glance grid showing activity density by day.
- Notes, image, and HTML: static content blocks for context, instructions, or custom embeds.
How custom pages stay current
Widgets update in real time as underlying data changes. An invoice gets paid and the revenue chart reflects the new total immediately. A task gets completed and the heatmap registers another data point. Because every widget draws from live workspace data, custom pages always reflect the current state of projects, finances, and team activity without manual refreshes or scheduled reports.
