Available on web browser only
The Team Dashboard can be customized so each staff member can focus on the information most relevant to their role. You can choose which panels appear, reorder them to match your workflow, and select a layout that makes the dashboard easier to scan.
What you’ll find in this article
How to switch to the Team Dashboard
How to show or hide panels
How to reorder panels
How to choose a column layout
How to save your changes
Before you start
Team Dashboard configuration is available on web browser only.
1) Open the Team Dashboard
Navigate to Dashboard in the left navigation menu.
Toggle to the Team Dashboard.
2) Open Dashboard configuration
Select Configure in the upper-right corner of the Dashboard.
This opens a configuration modal where you can update what appears on your Team Dashboard and how it is arranged.
3) Choose which panels appear
In the configuration modal:
Find the list of available panels.
Toggle panels on or off to control which ones appear on your Team Dashboard.
Tip: Turning off panels you do not use often can help keep your dashboard focused.
4) Reorder panels to match your workflow
In the configuration modal:
Drag and drop panels to reorder them.
This is helpful if there are panels you check frequently and want them to appear higher on the page.
5) Select your column layout
In the configuration modal, choose the column layout you prefer:
50:50: two equal columns
30:70: narrower left column and wider right column
70:30: wider left column and narrower right column
Choose the layout that best fits how you prefer to view information.
6) Save your changes
Select Save to apply your configuration changes.
Your Team Dashboard will update immediately to reflect the panels and layout you selected.
FAQs
Can I configure the Team Dashboard in the mobile app?
Team Dashboard configuration is available on web browser only.
What happens if I turn off a panel?
Toggling a panel off removes it from your Team Dashboard view so the page is easier to scan.
How do I make certain panels show higher on my dashboard?
Use drag and drop in the configuration modal to reorder panels.
When do my changes take effect?
Your Team Dashboard updates immediately after you select Save.