Edit a Dashboard

GUIDE STATUS: DRAFT

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.