Creating a New Dashboard

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Dashboard Management

TABLE OF CONTENTS

• Widget Basics
• Widget Types

You can create a new dashboard and apply specific details applicable to a user based on their access and permissions.

1. Navigate to the Dashboard Manager area and click Create New.salads
2. Enter a Dashboard Name.
   
   
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3. Provide a Description of the Dashboard (optional).
   
   
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4. Click the checkbox to set this as the default dashboard if desired.
   
   
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5. Click the drop-down to set this dashboard on the homepage or apply it within a specific project.
   
   
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6. Click Add Widget to begin creating the dashboard layout.
   

Widget Basics

Regardless of its type, each widget comes with a standard set of mandatory options and settings that must be configured during creation.

• Title: Displays in the builder and appears at the top of the widget on the front end.
  
  
• Display Title: Toggle this to have the widget title appear on the dashboard.
  
  
• Mandatory: Toggle this to make this widget mandatory when viewing the dashboard.
  
  
• Widget Type: A drop-down menu featuring various widget types; this selection cannot be altered once set.
  
  
• Widget Display Type: A drop-down menu featuring methods to determine how the widget displays in the dashboard.
  
  
• Permission Tab: Allows administrators to determine which users can view the widget.
  
  
• Size Selector: This tool provides four percentage-based options for sizing the widget: 100%, 50%, 33%, and 25%.
  
  
• Background Color: allows you to customize the widget's background color.

Widget Types

The available widgets can display an extensive range of information on the dashboard.

The following widget types are currently available for adding to a dashboard.

• Alert Center: A centralized hub for managing alerts and notifications. It helps users stay informed about critical updates or changes that require their attention within the system.
  
  
• Assets: Display a collection of files, articles, and folders from various locations in the system. Multiple formats are supported, and content role rules can be applied. The content is organized chronologically for easy access and management.
  
  
• Assigned Tasks: This displays a collection of files, articles, and folders from various locations in the system. Multiple formats are supported, and content role rules can be applied. The content is organized chronologically for easy access and management.
  
  
• Carousel: A dynamic display feature that includes images, titles, subtitles, and links on each slide. It's designed for visually engaging presentations; at least one slide is required.
  
  
• Clock: Displays UTC (Coordinated Universal Time). It provides users with time zone information relevant to their activities.
  
  
• Create Form: A feature that allows users to design and create custom forms for use in workflows within the system.
  
  
• Exports: List of recent items exported by the user.
  
  
• Forms: Displays workflows as a form for quick review.
  
  
• Link: Display a quick link to an item inside or outside the system.
  
  
• My Exports: This displays a personalized list of the user's recent exports, offering a quick way to track and access their exported items.
  
  
• System Reports: These contain standardized reports generated by the system that provide insights and overviews based on the organization's data.
  
  
• My Tasks: A personal dashboard that displays detailed information on tasks and bookings assigned to the user, including deadlines and priorities, helping them clearly understand their responsibilities.
  
  
• Resource: Provides detailed information on functions and bookings assigned to the logged-in user. The user should be able to see clearly which items are assigned to them and when they should work on them.
  
  
• Reports: A list of all reports available within the system that users can access, offering various insights and data analyses.
  
  
• Task: This allows the user to view, manage, and update tasks assigned to them or their team, helping them keep track of progress and deadlines.
  
  
• WYSIWYG: This stands for "What You See Is What You Get," an editor within the system that allows users to create and edit documents, forms, or web content with a visual representation that closely matches the final output.
  
  
• Project: Displays up to 20 links to projects the user is involved in, offering quick navigation to their active projects for easier management.
  
  
• KPI: This refers to reporting visual widgets that display Key Performance Indicators. These metrics are essential for assessing the performance and success of various business processes. The Dashboard KPI Widget would be part of this, providing visual representations of data—see Dashboard KPI Widget for more information.
  
  
• Reports: This section provides access to comprehensive reports, making it easier for users to analyze data pertinent to their roles and responsibilities.
  
  
• My Reports allows users to view and export reports marked as favorites or starred from the Reports section, giving them quick, personalized access to the most relevant data and analyses.