Manage Dashboards

To get to the Manage Dashboards page:

  1. Go to the Work Management homepage.
  2. At the top right of the page, click Manage Dashboards.

From here users can:

  • Click the dashboard name to open it in edit view.
  • Click Open to view it in a new tab.
  • Set a dashboard as their default dashboard.
  • Delete a dashboard.

Viewing Dashboards

To view different platform dashboards:

  1. From the Work Management homepage, click the name of the dashboard to open the Dashboard menu.
    1. This menu lists all of dashboards available to you.
  2. Select the dashboard you want to view.

You can also click Manage Dashboards > Open to view a dashboard in a new tab.

Editing Dashboards

To edit platform dashboards:

  1. From the Work Management homepage, open the Dashboard menu.
  2. Select the dashboard you want to edit.
  3. Click Edit Dashboard.

You can also get to this by clicking Manage Dashboards and clicking the name of the dashboard.

To edit an application dashboard:

  1. Click View Applications.
  2. Select the relevant application tile.
  3. At the top right of the application homepage, click Edit Dashboard.

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