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Customize your dashboard

Change the layout​

  1. Select Customize.
  2. Drag widgets to reorder them. Use S, M, L and XL to change a widget's width, and − / + for its height.
  3. Select Add Widget to add more. Remove a widget with Remove widget.
  4. Some widgets have settings, such as a custom Title. Open them from the widget's edit button.
  5. Finish customizing to save.

Views​

You can keep more than one dashboard view, for example one for daily work and one for month end. Deleting a view removes only that view.

Reset sets a view back to the default widgets and layout, or to your organization's default if one is set.

Set a default for everyone (admins)​

Admins can publish a view as the organization default. Everyone who hasn't customized that view sees it. People who changed their own layout keep theirs until they reset the view. Remove organization default goes back to the standard layout.