Widgets are the building blocks of a Hive dashboard. This article shows how to add a widget, how widgets work with dashboard filters, and gives a short description of every widget, grouped by type.

Open the dashboard. On a new, empty dashboard, Hive shows Add your first widget. Pick a widget under Start from scratch (you can search with Search widgets), choose Start from template, or use Build with Buzz to describe the dashboard you want.

On a dashboard that already has widgets, click Add widget in the toolbar. The Widget library opens. Browse by type on the left (for example Charts/tables, Dynamic lists, Hive Apps, Organize/Design), or type in Search widgets.

Click a widget and set it up. Chart widgets open the chart builder; most other widgets ask you to pick a project, goal, note, or URL.
When you save, Hive asks where to put the widget. Select Place automatically to let Hive find a space, or Choose location and click where it should go (arrow keys move the preview, Enter places it, Escape cancels).

Drag the widget to move it and drag its edge to resize it. To line widgets up, see Share, request access to, and arrange dashboards.

Hover over a widget to see its toolbar: Edit widget title (pencil), View full screen, Configure widget (gear), and the Widget options menu (⋮).

Don't see a widget? Some widgets only appear when the app they use is turned on for your workspace: Pivot table and Map need Advanced Dashboards, Project forms needs Forms, Resourcing needs Resourcing, the CRM widgets need CRM, Buzz AI needs Buzz, and Workspace activity needs Workspace Activity. On an empty dashboard these show as locked with Upgrade for access.

Widget templates: the Widget templates tab in the library has preconfigured reports you can add and adjust: Work by status, Open work by assignee, Overdue work, Completed work over time, Projects by status, Project status trends, and Time report (needs time tracking).

Widgets and dashboard filters

Filters you set with Filter in the dashboard toolbar apply to the widgets on that dashboard, including charts, pivot tables, Numbers, lists, Timeline view, and Gantt. To keep a widget out of the dashboard filters, open its settings and turn on Ignore dashboard filters. If a project widget (such as Budget overview) says no projects match the dashboard filter, adjust the dashboard's Projects filter or turn on Ignore dashboard filters for that widget.

For every filter option, see Dashboard Filters Guide: Actions, Projects, and Time.

Names below match the Widget library.

Charts: Bar chart, Pie chart, Line chart, Heatmap, and Numbers

Chart widgets are built in the chart builder. You can switch between chart types at any time under Chart design: Bar, Pie, Line, Heatmap, Numbers, and Pivot table.

Bar chart – compare data side by side (vertical or horizontal; add Break out by for stacked or clustered bars).
Pie chart – show parts of a whole.
Line chart – show change over time.
Heatmap – show density across two dimensions. See Visualize work patterns with Dashboard Heatmaps and Use Formula Values in Dashboard Heatmaps.
Numbers – show a single total, such as a count of actions. See Configure trends on Numbers dashboard widgets.

On the right, under Chart content, choose what to report on (Actions, Projects, Time, Goals, Opportunities if you use CRM, or Tables), then set the X Axis, the Y Axis value, an optional Break out by, and the widget filters. You can give each axis a custom title.

On the left, under Chart design, you can change:

Layout options (for example Vertical or Horizontal bars) and Grid lines
Appearance – the color palette (see workspace chart palettes below)
Sort by – Asc, Desc, A-Z, or Custom
Show legend (and where it appears), Show value labels, and Show axis titles
Linked to project – include actions linked to the project you're reporting on
Show top values – limit how many values the chart shows
Category order – drag categories into the order you want

To compare the same months across different years, see Compare months year over year in chart widgets.

Use workspace chart palettes

Workspace chart palettes let you reuse branded colors across Bar, Line, and Pie charts.

As a workspace admin, open Workspace Settings > Defaults > Chart palettes.
Select Add palette, enter a unique name, choose your colors, and select Save palette.
Open a chart widget for editing and select your palette under Appearance. Save the chart.

Workspace palettes appear in this list below the built-in palettes. Only workspace admins can create or edit palettes. Anyone with permission to edit a chart widget can apply an existing palette.

Applying a palette copies its colors to that widget. Editing or deleting the workspace palette does not change charts that already use it. To apply updated colors, select the palette again in each chart and save.

Chart records from Tables

Chart widgets can also report on records from the Tables app.

Add or edit a chart widget.
Set Report on to Tables, then choose the Table.
Under Group by field, pick a Text, Number, Select, Date, or User column.
Under Value, choose Count of records, or Sum of a Number column.

Tables reports are available in chart widgets such as Bar, Pie, and Numbers. Pivot tables don't support Tables yet.

Filter by table columns: in the widget's filters, add Record filters. Each condition is a column, an operator, and a value, using the same operators as the Tables grid, including Is empty and Is not empty. Date columns support is, is not, before, after, on or before, on or after, and is between.

Dashboard filters: you can also add Record filters to the dashboard's filters and choose a table. They apply only to Tables widgets that report on that same table. If a widget has its own Record filters, the widget's filters are used instead. Changing the table clears its record conditions.

If a condition refers to a column that no longer exists, the chart shows no data. Edit or remove the condition to fix it.

Pivot table (Advanced Dashboards)

The Pivot table is part of Advanced Dashboards, a Premium Add-On. For pricing, see our Pricing Page.

Pivot tables summarize many data points in rows and columns, so you can explore and total raw data in more depth than a chart. In the chart builder, set Row groups, optional Columns, and one or more Values. Under Chart design you can turn on Data mode, choose to display groups as rows or columns, and show column totals.

To understand where pivot values come from, see Dashboard Pivot Table Calculations, Dashboard Pivot Value Calculations, and Dashboard Pivot Custom Calculations.

Other data widgets

External data – display live data from a connected API as a table, line, or bar chart. Describe the report you want and pick the data source and columns.
Map (Advanced Dashboards) – plot workspace members, projects, and actions on a world map. See Map below.

The Map widget shows where your people and your work are. It can plot workspace members by their profile location, and projects and actions by their Location custom fields, all on the same map.

Hover over the Map widget and select Configure widget (gear).
Under Map data, the map starts with Workspace members. Select Add data source and choose a Location field, listed under Action fields and Project fields.
Add as many sources as you need. Each one gets its own color on the map. Select × next to a source to remove it.
Under Map style, choose Normal or Realistic.

Only actions and projects that have a value in the chosen Location field appear. Nearby locations are grouped into a numbered marker. Hover over a marker to see what it is, and select it to open a side panel that lists the location and the actions or projects there, with links to open them.

Widget filters: under Widget filters, select Add filter to narrow the actions and projects on the map:

Actions – Action status, Completed by, Overdue
Projects – Project, Project owner
People – User, Teams, Roles, Assignee, Created by
Dates – Action due dates
Tags & fields – Labels

Lists

Actions list

A List view of actions on your dashboard. Add columns to show the details you need. It follows the dashboard filters unless you turn on Ignore dashboard filters.

Projects list

A compact Portfolio view of your projects, with columns such as % Completion, Project owner, dates, and Status.

Search, sort, and export a shared Projects list

People viewing a shared dashboard through a public link can use the Projects list widget without editing the dashboard. Use the project-name column to search for a project or sort project names. These viewer changes do not change the saved dashboard or project data.

To export the Projects list, open the widget’s three-dot menu (⋯), select Export, and choose PDF, CSV, or XLSX. This works for read-only public viewers too. The export is limited to the projects available through the shared dashboard. This widget export is separate from exporting Project Navigator.

Goals list

Show several goals with their value, status, and owner. Add goals by filter (owner, status, project) or pick them individually.

Risks and issues

Track all of your risks and issues actions in one place. It follows the dashboard filters.

Recurring actions

View all recurring action series in your workspace.

Calendar view

View actions on a calendar. See Show connected calendars in the Calendar dashboard widget.

Timeline view

Map out projects at a high level with key actions, like the Timeline view.

Gantt

Show a Gantt chart for the projects you select, with column settings.

Project widgets

These widgets show one project. Pick the project in the widget's settings. On a dashboard linked to a project, they use that project.

Project status

Show a project's latest status update. Select New status update to post one from the dashboard.

Project details

Show key project information in one place. Choose the Project fields to display, including custom fields, and drag them into order. You can stack labels and values, allow inline editing (name, description, owners, and dates, when permissions allow), and set the text size, alignment, and label and value colors.

Budget overview

View budget, spend, commitments, and remaining budget for one project or a program of projects. What you see depends on your budget and rate permissions. See Budgets in Hive.

More project widgets

Bill rates – view and edit project bill and cost rates.
Project description – view and edit the project description.
Project notes – view and add project notes.
Project comments – view and add comments for a project.
Project forms – view and open the forms mapped to a project (needs Forms).
Proofing files – view proofing files for a project.
Files – view action attachments for a project.
Project custom fields – view and edit project custom fields. You can show the project name and put values below or beside field names.
CRM – link customer accounts and opportunities to a project (needs CRM).

Goals

Goal – track one goal and its progress. Pick an existing goal in the widget settings. To show several goals, use the Goals list.

Buzz AI and CRM

Buzz AI – get an AI summary of your dashboard data, or ask Buzz for a custom report (needs Buzz). Under What should Buzz report on?, select Actions & projects or Time. Under Output, select AI Summary or Custom canvas. An AI Summary gives a headline, metrics, and insights. A Custom canvas report is built from your request. It can include KPI tiles, lists, tables, and charts. A Time report can include time tracking, timesheets, estimates, and resourcing. See Report on Time with the Buzz AI widget.
Buzz chat – embed the Buzz assistant for your workspace on the dashboard (needs Buzz).
CRM insights – show CRM pipeline, account, and contact insights (needs CRM). The CRM tab in the library has ready-made versions such as Accounts, People, Pipeline, Opps, Opportunities, My opportunities, Meetings, Campaigns, Pipeline coach, Pipeline map, Pipeline by stage, and Closed won over time. See Add a CRM Opportunities widget to a Dashboard.

Buzz AI Custom canvas reports

Custom canvas reports made before November 3, 2026 keep their old layout until the widget makes a new report. To get the new layout, select Refresh on the widget. The widget also makes a new report when someone opens the dashboard more than 24 hours after the last report.

To see earlier versions of a Custom canvas report on Actions & projects, select View full screen on the widget. Then select a version in the version menu, for example Version 2. The newest version shows (latest). When you select an earlier version, only your view changes, and you cannot edit that version. The menu shows only when the report has more than one version in the new layout. It does not show on a public share link.

Other Hive apps

Notes

Add an existing Note to your dashboard, or create one.

View resource availability and workload (needs Resourcing).

Organize and design

Text

Add a block of text, such as a reminder or instructions for your team. Edit it right on the dashboard.

Section header

Add a divider with a heading to separate parts of a dashboard. You can set the header text, alignment, and whether the line appears above or below.

Button

Open a URL with one click, for example a form or an important page. Set the button label, URL, background color, and text color.

Image

Upload an image to your dashboard.

Embed

Embed a web page on your dashboard by entering its URL.

File library

Upload files to your dashboard. Resize the widget to show more files.

Home page widgets

These widgets are made for your Home page, but you can add them to any dashboard. Each one can be added only once per dashboard.

My actions – all actions assigned to you.
My projects – your recent projects.
People – connect with your team.
Workspace activity – the latest comments, approvals, status updates, and more. See Workspace Activity.
Scratch pad – a drop zone for items you want to keep track of.
Hive tips & tricks – the latest blogs, videos, and tutorials from Hive.
Approvals – Buzz approvals waiting on you in the current workspace (Home page only). Each row shows the type of request, the account, a preview, and when it expires. Select the green check to approve (Approve and send for an email) or the red X to deny. A question has an Answer button that opens the chat. Select a row to see the full request, then Approve, Edit, or Deny. Emails from the same campaign show as one row, and approving or denying that row covers all of them. To decide on several at once, select their rows and use Approve or Deny in the bar at the bottom. When more than one kind of request waits, you can filter by All, Questions, Emails, Messages, or Card updates. When nothing is pending, it shows Nothing waiting on you.

Dashboard Widgets

Add a widget to a dashboard