How to Customise your Home Page Dashboard
This article outlines how users can personalise their dashboard layout for better workflow and visibility.
- In your dashboard, click the Edit Buttons
- This will open the Dashboard settings
- Under Dashboard settings, click the Add Button
- There are two options when adding a new button
- System - Add buttons that link directly to any features in your database
- Custom - Enter the button name, URL, icon, and target. Use the same window for internal links, and a new window for external ones.
- Click 'Save' once you've finished making your changes.
You can change the button order by dragging and dropping them to the desired location.
- In your dashboard, click the headshot icon and select My Settings
- Go to the Dashboard tab
- Scroll to the bottom and you will see the widget section
- Click the Add Widget
- Select the desired Widget Type
- Enter a Title to display
- Choose a Colour
- Submit
You can change the Widget order by clicking, then dragging and dropping a widget to display in the order you prefer.
- In your dashboard, click the three-dotted button on any of your Widgets
- Select Widget Settings
You can also watch at this video ( 10 mins) for a step-by-step demonstration.