Huddle widgets and settings

A widget is one section of the Huddle, such as Goals or Delivery. Add widgets and arrange their layout through Customize. Use Context in the toolbar for shared source choices, or the context icon beside a supported widget’s title for an override. Follow Choose your Huddle context for the full procedure.

Choose widgets around the decisions you need to make. An empty widget can mean there is no relevant activity or configuration yet; it is not a positive or negative assessment.

Follow selected accounts

1. Add Accounts Evidence, then open Context → Customers in the top toolbar.
2. Choose Recent customers, or Choose customers and select up to 50 accounts. Set the evidence period and select Apply context.
3. For a different selection on this tab, use the widget’s context icon, choose Use a widget selection, and select Save widget context. Changing the period directly in the widget also saves a widget override. Last day covers a rolling 24 hours, Last week covers seven days, Last 30 days covers 30 days, and Ever includes all available history.
4. Open an account row. Use the type selector, search, and Show all to explore its evidence; open an evidence item to inspect the source.

Rows show evidence counts and the last captured signal time, with the latest signals first. An account with no evidence in the chosen period can still appear. Accounts Evidence reads live data, including when you open an older Huddle.

Review a learning in Direction

Open Context → Direction sources, choose evidence, Studies, or both, then select Apply context. Use Direction’s context icon for a widget-specific source choice. Its initiative scope remains shared with Customer evidence and Sentiment. Direction uses reviewed Study findings; new unreviewed responses can appear as awaiting findings review.

Open a learning to read its reasoning and Sources. Use Insights & ideas for related product context. Review and edit a proposed decision or follow-up before explicitly adding it to Huddle’s pending actions. Reading a recommendation does not change initiative scope or status.

Acknowledge hides a current learning from your personal main list. View all brings acknowledged learnings back into view. Acknowledgment does not approve a recommendation or create an action. A learning can return when new or changed source evidence warrants review.

Refresh Huddle, the circular arrows at the top right, also checks Direction. Unchanged inputs reuse the saved assessment; changed evidence or reviewed findings may require AI work and credits.

Set the day or week in Focus

Team admins and editors manage the checklist. Select Change Focus cadence in the Focus widget, choose daily or weekly, then select Save cadence. This cadence is shared by the team. The first saved edit establishes the team’s Focus timezone; check it in settings before planning a new period.

At the next period, unfinished items appear under Expired focus items. Bring selected items forward if they still matter, or choose Start fresh. When active items already exist, the option is Leave remaining in history. Completed items remain in history.

Select a delivery source

For Linear current cycle and Milestones, open Context → Linear teams and choose the teams once for both widgets, then select Apply context. For Jira current sprint, open Context → Jira sprint, choose the Scrum board and sprint, then apply. A widget’s context icon lets you keep a different selection on that tab. If sprint access is missing, enable it in the Jira integration settings and reconnect when prompted.

For a combined meeting, keep using your existing Zentrik team’s Huddle and select the participating Linear teams in shared context. Check for widget overrides if either widget shows different teams. Notes, decisions and follow-ups stay in that shared Huddle. Linear selections control the widget’s data; Zentrik team membership controls who can use the Huddle.

These widgets read provider data live. They do not replace the Zentrik cycle shown in Delivery. See the Linear guide or Jira guide for connection setup.