Manager Toolkit logo

Pinning Items to Your Dashboard

Pin specific projects, teams, targets, journeys, or surveys for quick access.

Last updated April 2026

Pinning lets you surface the items you care about most directly on your dashboard. Instead of navigating to a feature page to check on a specific target or journey, you can see its current status at a glance every time you open Manager Toolkit.

What You Can Pin

You can pin the following entity types to your dashboard:

Projects

Pin an active project to track its status and outstanding actions at a glance.

Teams

Pin a team to see member counts and the latest catchup status alongside your other work.

Targets

Pin active targets to track progress without leaving the dashboard.

Journeys

Keep an eye on team member journeys and their milestone completion.

Surveys

Monitor response counts on live surveys directly from the dashboard.

How to Pin an Item

Navigate to the item you want to pin - for example, open a specific target from the Targets page.
Look for the pin icon on the item's detail view or card.
Click the pin icon. The item is now pinned and will appear as a widget on your dashboard.

Managing Your Pins

Pinned items appear as dedicated widgets on your dashboard. Each widget shows the item's current status, key details, and a link to open the full detail view.

To unpin an item, click the pin icon again on either the dashboard widget or the item's detail page. The widget is removed from the dashboard, but the item itself is not affected.

Pin items that need regular attention - an important quarterly target, an onboarding journey for a new starter, or a survey that is currently collecting responses. Once the item is complete, unpin it to keep your dashboard focused.

Combining Pins with Dashboard Customisation

Pinned widgets work alongside the standard dashboard widgets. You can use the customise modal to reorder your widgets, placing pinned items wherever makes sense in your layout.

There is no hard limit on the number of items you can pin, but keeping the list focused ensures your dashboard remains a useful snapshot rather than an overwhelming wall of information.

Was this article helpful?