How to customise your dashboard

Your dashboard starts from a template made for your role. You can change it as much as you like — it only changes your dashboard.

Add, move and remove widgets

1. Click Customise on the dashboard. A bar shows you are Customising.

2. Click Add widget, pick a group (Totals, Progress, Reports, Charts, Lists and tables, Notes) and choose a widget.

   

3. Drag a widget by its handle to move it, or use its … menu: Size, Move earlier / Move later, Duplicate, Remove.

4. Click Done when you are finished.

Change a widget’s settings

1. Choose Edit from the widget’s … menu. Depending on the widget you can set its title, which sites it covers, task types, responsibilities, the period and how results are grouped.

2. Widgets set to follow the dashboard use the groups and sites picked under Sites in the header; widgets set to use the dashboard period use its period. Change those once and every following widget updates.

More than one dashboard

While customising, the This dashboard menu has Rename, Open this one first, Add the starter widgets and Delete this dashboard. Use New dashboard to start another one, either blank or from an existing one.