To help personalize boards in Home, you can set up the data and content—or widgets—they display.
Tip: Workspace Owners may create and assign custom boards tailored to the needs of your company.
ESG Reporting widgets
Your boards can include widgets to help manage your Environmental, Social, and Governance (ESG) reporting.
With the ESG news feed widget, stay up-to-date with the latest industry news and updates about ESG reporting, direct from our experts at Workiva and elsewhere. From the widget, click Read more to open its article in 3BL Media on a new browser tab.
Tip: 3BL Media curates and shares communications about ESG reporting from organizations around the world. By default, the widget provides updates and ESG insight from only Workiva.
The ESG bookmarks widget displays the framework disclosures and metrics bookmarked for your company's ESG reporting. You can click a bookmark to open its disclosure or metric in ESG Explorer.
To track the data collection of ESG Program metric values, use the Program status or Program topic tracker widget:
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Program status summarizes the status of an ESG Program's data collection as a pie chart.
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Program topic tracker enables more granular task details about each topic within an ESG Program, including the values' assignees and due dates.
By default, you can select the ESG Program, reporting year, and collection period of the tasks to include in these widgets. To further narrow a widget's focus, click Filter , and apply additional filters:
- Assignee, to include only values assigned to specific workspace members
- Dimension, to include only values related to custom dimensions — such as location or demographic — set up for your metrics
- Due date, to include only tasks based on when they're due — such as Today, before or after a specific date, or within a date range
- Related ESG content, to include only metrics that align with specific frameworks in ESG Explorer
- Tags, to include only metrics related to custom tags — or metadata — set up for the ESG Program
- Task status, to include only tasks with specific statuses
- Topic, to include only metrics that support specific topics within the ESG Program
Add widgets for ESG reporting
From Home, you can add widgets to a board, such as to quickly access their files or data from a central location. From the board's toolbar, click Add widget, and select the widget to add from ESG.
To learn more about board widgets, view Use boards in Home.