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.
Sustainability Reporting widgets
Your boards can include widgets to help manage your Environmental, Social, and Governance (ESG) or sustainability reporting.
With the Sustainability news feed widget, stay up-to-date with the latest industry news and updates about sustainability 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 sustainability reporting from organizations around the world. By default, the widget provides updates and insight from only Workiva.
The Explorer bookmarks widget displays the framework disclosures and metrics bookmarked for your company's sustainability reporting. You can click a bookmark to open its disclosure or metric in Sustainability Explorer.
To track the data collection of metric values in Sustainability Program, use the Program status or Program topic tracker widget:
-
Program status summarizes the status of
a Program's
data collection as a pie chart.
-
Program topic tracker enables more granular
task details about each topic within a Program, including
the
values' assignees and due dates.
Note: To use these widgets, you need at least Viewer permission to the Program.
By default, you can select the 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 Explorer content, to include only metrics that align with specific frameworks in Sustainability Explorer
- Tags, to include only metrics related to custom tags — or metadata — set up for the Program
- Task status, to include only tasks with specific statuses
- Topic, to include only metrics that support specific topics within the Program
Add widgets for sustainability reporting
From Home, you can edit a custom board to add widgets. From the board's toolbar, click Add widget, and select the widget to add from Sustainability.
To learn more about board widgets, view Use boards in Home.