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Create a new board

Creating a new dashboard is a simple and quick process. Follow the steps given here to begin.

To create a new dashboard, do the following:

  1. Navigate to the Dashboard module of the platform (this can be found here in the left-hand navigation menu).
  2. Open the dashboard drop-down menu located at the top left of the screen and select + Create new board

    This will create a new dashboard with the name ‘New Dashboard’ and open the Add Widget drawer on the right-hand side of the page.
  3. Choose which type of widget you would like to add by clicking the appropriate handle to open the drawer. Click on any widget inside the drawer to add it to your dashboard.

    Note: If you have several widgets on your dashboard you may need to scroll down the page to see the newly added widgets. You can then choose to move it or resize them as you wish.
  4. Add as many widgets as you like. When finished, click the X
    Tip: If you would like to remove or replace a widget, you can do this by clicking on the 3-dot menu icon shown in the upper-right corner of the widget. This will reveal the widget actions.
  5. Click the 3-dot menu icon shown in the upper-right corner of the dashboard to open your dashboard options.

  6. Select Rename board

  7. Enter your new dashboard name and click SAVE

    Note: You can add more widgets at any time by clicking on the 3-dot menu icon shown in the upper-right corner of the dashboard and selecting Add Widget
Results: Your dashboard is now ready and can be recalled at any time using the dashboard selection drop-down menu.

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