How do I set up the advanced dashboard?

Customise your dashboard and display important information for your daily work.

 

With the advanced dashboard, you can customise the dashboard in your project and display important information and data centrally and within easy reach to improve your team's daily work. Additional tabs provide clear structures and a better overview.

 

 

 

• Create new tabs and widgets
• Manage Widgets
• Manage tabs

Create new tabs and text widgets

Customise your dashboard and add the widgets you want. To add a new tab to your dashboard, click the configuration wheel at the top right of the dashboard and select the "Manage Tabs" option.

In the pop-up window, click on “Add Tab” and enter the name.

 

 

To add new widgets in the last tab you created, click the configuration wheel again and select the "Add new widget" option. In the pop-up window, you can choose between several widgets.

 

 

In the text widget, you can add important messages, guidelines for your daily work, information etc. You can use the toolbar to customise the widgets, format the text, add images or emojis and create hyperlinks. When you have finished creating the widget, click on the save icon in the top corner of the widget.

 

 

 

 

Manage widgets

Decide at which position and in which size each widget should be displayed. Click on the settings wheel and select the option "Edit Tabs".

 

If you place the cursor at the bottom right of the widget and drag it to the right/left or up/down, you can change the size. If you click on the title of the widget, you can move the widget to the desired position. Click on "Save Tab" to apply the changes.

 

Under the three dots at the top right you will find further options for managing the widget:

 

 

1. Decide whether the widget should have a colour by clicking on the available colours.
2. Move the widget to another tab by clicking on the drop-down menu and selecting the desired tab.
3. Publish the widget so that it is visible to all users who have access to the Dashboard.
4. Edit the text of the widget if necessary.
5. Duplicate the widget.
6. Move widget to a Topic or Story card.
7. Delete the widget.
   
   

 

Manage created tabs

Click on the configuration wheel and select the option "Manage Tabs". In the pop-up window, you can edit the names of the tabs and adjust the order by dragging and dropping. Please note that the main tab cannot be moved.