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Overview
One of the many benefits of using responsive dashboard is the amount of customizability and variety in design that you can apply to it. The following are some of the basic options to create a responsive dashboard to fit your needs. Note: Editing an existing dashboard will make global changes. In order to not affect other users, make a copy by following the Copy a Dashboard guide.
First, navigate to the dashboard you would like to edit by following the Switching Between Dashboards guide or the Create a Dashboard guide to create a new, blank dashboard.
Add a Widget
After
applying your dashboard,
click the plus button at the top right of the content frame.
A sidebar will appear with a list of available widgets. Use the dropdown to select a category of widgets to search through.
Use search bar to filter your search after selecting a category, and select the widget to apply.
Sometimes, these widgets are broken down into smaller categories. Select the one that is most applicable for your dashboard. In this case, an Active Projects filter widget.
Click Add to add the widget to your dashboard.
The widget should now appear on your dashboard. Click the X at the top of the sidebar to exit the edit view.
Remove a Widget
Configure Widget Layouts
Apply a Quick Layout
Add a Tab to a Dashboard
Rename a Dashboard Tab
Reorder a Dashboard Tab
Delete a Dashboard Tab
Navigation
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Update Log
use the following guides to begin editing.
Guides
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Update Log
| Updated By | Date | Notes |
|---|---|---|
| Michael Anthony Waara | Approved by Chris Nelson. Available for OIT use. | |
| Michael Anthony Waara | Pending Review | |
| Michael Anthony Waara | Initial Creation. |