Customize the Dashboard tools and order.

FAQ-ID:1101
There are tools I rarely use, can I set the tools I want to use in the Dashboard?

Of course! Users can customize the Dashboard to their liking and choose the tools and shortcuts they want in the Dashboard.

May it be the Dashboard Wall, Calendar, 8 basic tools, Workflow or Leave Overview, the Dashboard tells you all in a neatly and organized fashion, so you can quickly assess the priorities and available resources.

By default, the Dashboard Wall, Announcements, Notes, Files, Albums and Links are locked because they are frequently used, but the reset of the tools and shortcuts are completely customizable. Now, you may follow the steps below to customize your own dashboard.

Dashboard Customization
Plan:All plans
Permission:All users
Interface:AppWeb

 
STEPS | App

  1. Switch to workplace, WorkDo Network or Private Space Dashboard.
  2. Long-press a tool icon enter into the setting screen.
  3. Select the tools you want to use and hide the ones you don’t.
  4. In the setting screen, press and hold a tool icon then drag and drop to change the order.
  5. Click Done on the upper-right-hand corner to finish.

 
STEPS | Web

  1. Switch to workplace, WorkDo Network or Private Space Dashboard.
  2. Scroll down to the bottom of the tool list and click Custom Dashboard.
  3. Select the tools you want to use and hide the ones you don’t.
  4. In the setting screen, press and hold a tool icon then drag and drop to change the order.
  5. Click Save to finish.

 

Reminder
  • Every user could customize their Dashboard to their own preference and it does not affect other users.
  • The Dashboard automatically gathers items that pertain to the user, as such, it is normal that everyone’s Dashboard differs from one another.
This entry was posted in . Bookmark the permalink.