Create a dashboard
Clicking the “Create new dashboard” button
will open a window where a title & short description can be given.
After clicking the Add button the dashboard Title will be shown in the Dashboard overview.
Accessing a dashboard
After creating the dashboard it can be access by clicking the dashboard
and choosing between viewing, editing or alternatively deleting it.
Editing a dashboard
To edit a dashboard simply be in the dashboard overview as when
viewing, then select the desired dashboard to be edited and click the ‘Edit
When first entering the dashboard a user will be presented with a blank
canvas, this is the user’s workspace for adding widgets.
The sidebar is the main toolbox for adding, saving, changing and
navigating the dashboard.
The sidebar is located in the top left corner of the browser window as
After the sidebar is opened it will present function buttons and access to widgets.
The function buttons are located at the top of the sidebar.
For info on the individual widget see:
Viewing a dashboard
To view a dashboard, simply be in the dashboard overview, select the
dashboard desired then select view dashboard.
When entering the dashboard view users will have all the widgets that
has been made be presented on a blank page giving users an easy overview
without being able to accidentally edit them.
Under customer setup dashboard only users can be created.
While the other function buttons are quite self explanatory, the mobile preview is a bit more finicky, it allows a desktop user to design a dashboard view for a mobile device to see how it will look beforehand.
Mobile view is simulating a phone screen and takes out a lot of guesswork and back & forth from creating the dashboard to be mobile compatible.
Enabling the mobile view turns the workspace into a phone model
simulating the space and look of a mobile dashboard.
Here a dashboard can be designed with mobile usage in mind.