How to Use the Team Dashboard

In this article:

• Overview
• How to open the Team Dashboard
• The Learnings and Engagement tabs
• What's on the Learnings tab
• The Team Learning Progress table
• Things to keep in mind
• FAQs
• Who can do this

Overview

The Team Dashboard gives managers a focused view of the people who report to them. It has two tabs: Learnings shows what needs attention right now, and Engagement shows how your team's learning is trending over a period you choose. This article covers the Learnings tab, which opens by default: the summary cards and a learning-progress table scoped to your direct reports.

How to open the Team Dashboard

1. From the left-hand menu, open Dashboard.
2. At the top right, use the switcher to choose Team Dashboard.

The Team Dashboard option only appears if you have direct reports. You can switch back to My Dashboard, or to Company Dashboard if you're an Owner or Admin, from the same switcher.

The Learnings and Engagement tabs

Under the dashboard title are two tabs, both covering exactly the people who report to you:

• Learnings is this dashboard: current state, covering what needs attention now.
• Engagement is the trend view: participation, active users, completions, estimated learning hours, the learning funnel and your team's top learning content, compared with the period before. The context strip on that tab reads Your direct reports, and there's no Teams filter, because the population is already fixed. See the separate How to Use the Engagement Dashboard article.

The Engagement tab appears whenever you have at least one direct report. Because most teams are small, expect the small group notice on that tab: with only a handful of people, a figure can effectively describe an individual.

What's on the Learnings tab

Along the top are four summary cards, scoped to your team:

• Learnings In Progress — your team's learnings currently underway.
• Overdue Learners — learnings past their due date.
• Completed Learnings — completions, with a comparison against the previous period.
• Learnings Not Started — assigned learnings not yet begun, with a period comparison.

Tip: For your team's activity over time, use the Engagement tab. Trends were moved there so this tab stays focused on what needs action now.

The Team Learning Progress table

The bottom of the dashboard is the Team Learning Progress table — your direct reports and their assigned learnings. You can:

• Filter by status using the tabs (All, In Progress, Not Started, Overdue, Due in 7 days, Completed), each showing a live count.
• Search, sort by column, and page through the results.
• Use the row actions (the ⋮ menu) to Change due date or Delete learning where you have permission.
• Export the table to CSV — see the separate How to Export the Dashboard Learning-Progress Table article.

Things to keep in mind

• The Team Dashboard is scoped to your direct reports, on both tabs. For the whole platform, Owners and Admins can use the Company Dashboard.
• Your team means your direct reports plus anyone reporting to them, following your reporting line down. If your organisation uses Teams to decide who a manager sees, it's the people in the Teams you manage instead.
• The summary cards are driven by the table's status counts, so they stay in step with the tabs.
• There's no activity chart on this tab. Your team's trends live on the Engagement tab.
• This dashboard is only available when the dashboard is enabled for your platform.

FAQs

Why can't I see the Team Dashboard?
The Team Dashboard only appears if you manage people (you have at least one direct report). If you don't, you'll only see My Dashboard.

Does it include people outside my team?
No. Both tabs are limited to your direct reports. Owners and Admins who want the full picture can use the Company Dashboard.

Can I see engagement trends for my team?
Yes. Click the Engagement tab. It shows the same metrics as the company view, scoped to the people who report to you, and will say so rather than implying the figures are organisation-wide.

Can I change or remove a due date from here?
Yes, via the ⋮ menu on a table row — but only where your permissions allow it. Completed learnings can only be deleted by Owners and Admins.

Who can do this

The Learnings tab is available to Owners, Admins and any user who has at least one direct report (typically a Manager or People Manager). Users with no direct reports and no admin role are redirected to My Dashboard, and Restricted users don't have the dashboard at all.

The Engagement tab is available only to users who have at least one direct report, whatever their role, because its figures are defined as the people who report to you. An Owner or Admin with no direct reports is sent to the Engagement view of the Company Dashboard instead, which is the organisation-wide equivalent. The Insights and Generate summary report buttons on that tab appear only if the AI Assistant is enabled for your organisation and its access level includes managers; by default it is set to Admins only.

Row actions on the Learning Progress table (changing a due date or deleting a learning) are further limited by your permissions on the assignment or Pathway; completed learnings can only be deleted by Owners and Admins.

Updated on: 16/09/2026