The Dashboard
Your dashboard is your home screen and can be used to present important information in a simple and customisable layout. It can be a snapshot of your work and a reference for the days ahead. It can show your performance metrics, your to-do task list, your appointments. There are a multitude of pre-set widgets and screen layouts to choose from. You also have the choice of setting up different ‘views’ for your dashboard. This might be useful if you have multiple job functions within the business as an example.
Open the Theme Settings Panel
- Go to the Dashboard View by selecting Dashboard from the Main Menu.
- Open the Theme Settings slide out panel by clicking the blue [Open] icon on the right hand side of the Work Area Quick buttons.
Adding Widgets
The maximum number of widgets that can be added at any one time is 10. Use the Dashboard View options to create customised views to suit your working style. Refer to Creating a Dashboard View
- Select the Widget tab
- Click the Widget category.
- Select and tick the widget that you wish to be displayed on your Dashboard.
Note the Widget categories shown will depend on your Log In credentials. Only those work activities you have access to will be available to you.
Widget Formatting
- Example of a typical widget - Weather (matches your computers default location)
- The widget Controls.
- [Delete] delete widget.
- [Edit] edits the name of the widget title in the header bar.
- [Change] change the widget header bar colour.
- [Close] close widget to a single header bar.
- [Open] widget to full screen/ revert to normal.
- Click and hold to Select the bar to move widgets around by dragging and dropping them. Refer to Changing Layouts
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