Dashboard management and settings

A dashboard is a space that allows you to create widgets, which are primarily graphical and are used for a quick overview of application data. You can create any number of dashboards and any number of widgets within each dashboard.

Adding and Managing a Dashboard

You can add a new dashboard through the menu in the top-left corner of the screen. After selecting "New Dashboard," you enter a name, and the dashboard will appear in the top bar.

In the same menu, you can see a list of all your dashboards. By clicking the pin icon, you can pin a dashboard to the bar for quick access. If you unpin it, the dashboard will remain accessible only through this menu.

You can rearrange dashboards on the bar using the drag-and-drop feature.

Dashboard Settings

To access dashboard settings, click the three-dot icon in the top-right corner (this option is only available to the dashboard owner). In the menu, you will find the following options:

• Share – You can share the dashboard with other users. This option is only available if all widgets on the dashboard are working with data from a single company.
• Rename – Used to change the dashboard's name.
• Delete – Allows you to delete the entire dashboard.

Dashboards can also be created within a specific project; see the Project Details chapter.