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How to Create Custom Dashboards

Teachfloor allows you to build fully customizable dashboards for every type of user in your organization.

Written by Filippo Schiano di Pepe

Instead of using a single default homepage, you can create multiple dashboards with different layouts, widgets, and visibility rules for administrators, instructors, learners, or any combination of roles.

Each dashboard is built using modular widgets that can be arranged and configured to create the experience that best fits your organization.


Access Dashboard Settings

To manage your dashboards:

  1. Go to Settings → Customization → Dashboards.

  2. From here you can create, edit, duplicate, enable, or disable dashboards.


Create a New Dashboard

Click Add Dashboard.

When creating a dashboard you'll configure:

  • Dashboard name

  • Layout

  • Visible roles

Choose a Layout

Every dashboard can use one of three layouts:

  • Single Column — All widgets are displayed in one column.

  • Narrow Left + Wide Right — Ideal for navigation widgets on the left and larger content on the right.

  • Wide Left + Narrow Right — Perfect when your primary content should take more space.

Choose the layout that best matches the information you want to display.


Choose Who Can See the Dashboard

Each dashboard can be assigned to one or multiple roles, including:

  • Admin

  • Owner

  • Instructor

  • Assistant

  • Learner

This allows you to create completely different experiences for different audiences.

For example:

  • An Admin Dashboard with analytics and operational widgets.

  • A Learner Dashboard focused on courses, events, achievements, and community.

  • An Instructor Dashboard with teaching tools and upcoming sessions.

You can also create multiple dashboards for the same role.


Switch Between Dashboards

If a user has access to multiple dashboards, they can easily switch between them.

Simply click the ••• menu in the dashboard and choose another available dashboard.

This makes it easy to provide specialized dashboards without replacing existing ones.


Open the Dashboard

Once a dashboard has been created and assigned to a role, users can access it at any time by clicking the Teachfloor logo or your Custom Logo in the top-left corner of the navigation bar.


Build Your Dashboard with Widgets

Dashboards are built by combining modular widgets.

Open Manage Widgets to add new widgets to your dashboard.

Teachfloor includes a growing library of widgets, such as:

  • Leaderboard

  • Achievements

  • Courses

  • Calendar

  • Upcoming Events

  • Instructors

  • Analytics

  • Metrics

  • Certificates

  • Latest Signups

  • Latest Payments

  • Banner

  • Embed

  • Apps

  • ...and more.

Each widget serves a different purpose and can be enabled only where it's useful.


Customize Each Widget

Every widget can be configured individually.

Depending on the widget, available settings may include:

  • Widget title

  • Position

  • Number of displayed items

  • Visibility

  • Size and layout options

  • Widget-specific settings

Widgets can also be enabled or disabled without removing them from the dashboard.


Organize Widget Placement

Widgets are fully modular.

After adding them, you can:

  • Move widgets up or down.

  • Change their display order.

  • Choose whether they appear in the left or right column (for two-column layouts).

This allows every dashboard to have a completely different structure.


Customize the Dashboard Header

Each dashboard can include an optional header.

The header supports:

  • Custom title

  • Custom subtitle

  • Background image

  • Dynamic placeholders

Available placeholders include values such as:

  • User first name

  • User full name

  • Greeting based on the time of day

  • Current date

  • User role

This makes it easy to create personalized welcome messages for every member.

Example:

Good morning, {{user.first_name}} 👋


Recommended Widgets

Some of the most popular widgets include:

Calendar

Display upcoming learning events and scheduled activities directly on the dashboard.

Leaderboard

Show the organization's ranking based on achievement points.

The Leaderboard requires Achievements & Badges to be enabled.

Achievements

Allow learners to quickly see the badges they have unlocked.

Apps

One of the most powerful dashboard widgets.

The Apps widget lets you embed and launch applications that have been installed in your Teachfloor organization, creating a centralized workspace where learners and instructors can access all the tools they need without leaving the platform.


Best Practices

For the best experience, consider creating dedicated dashboards for different audiences.

For example:

  • Learners → Courses, Calendar, Achievements, Leaderboard, Apps.

  • Instructors → Courses, Calendar, Office Hours, Apps.

  • Admins → Analytics, Metrics, Latest Payments, Latest Signups, Leaderboard.

Since users can switch between multiple dashboards, you can also create specialized dashboards for specific workflows, departments, or programs.


Next Steps

This article covers how dashboards work and how to create them.

Each widget includes its own configuration options. Refer to the dedicated support articles to learn how to configure individual dashboard widgets in detail.

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