Dashboards

Dashboards

Adding and Editing the Dashboard

How to create a Dashboard

Begin by clicking the "plus" box and enter in a dashboard name. Next click "add."


How to Add a Widget

Now, click the "add widget" button.


Now, do the following:
  1. Pick a module
  2. Pick the widgets
  3. Add the widgets



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Click here for an instructional video!

How to Edit a Widget

Depending on the widget that you have selected, they may have different editing and filtering options.



You also can change the size, move around, and delete widgets. 
To begin, click on the gold and white lock beside your dashboard name.


You will now notice a small "red X" in the top right corner of each widget. You may drag to make bigger or smaller, click to drag the widgets around to adjust the location, or click the "red X" to delete. 



Make your changes.



Now, lock your dashboard in place by clicking on the lock icon again.

Idea
Click here for an instructional video!


Dashboard Permissions



Permissions can be determined by the admin for each user under the "users and permissions" section, or by a "user profile."

Idea
Click here for an instructional video!



Daily Journal Subjects



Messages
  1. Ability to view all messages found in the Daily Journal from the Dashboard module.


Daily Journal Subjects
  1. Ability to create subjects for the messages in Daily Journal


Idea
Click here for an instructional video!



Idea
Click here for an instructional video on how to use the daily journal!




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