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How To Edit a Dashboard

Updated over 2 months ago

Introduction

You can modify any existing dashboards to change the name, add new widgets, remove existing widgets, and rearrange the dashboard view.

Steps

Go to: Dashboard > Your Dashboard > Dashboard Button > Edit Dashboard

You can edit any existing dashboard you have access to. You can remove existing widgets or rearrange them. To rearrange them, simply drag and drop them into the new desired spot.

  1. Use the dashboard button to open the toolbar. Click on the Edit Dashboard button. The widgets will turn grey

  2. Select the widgets you want to remove. The check mark on the widgets will turn red

  3. Use the Remove Selected Widgets button once you are ready to remove them

Note: You can rearrange the order of the widgets by dragging and dropping them in a new spot.

To exit the editing mode, click anywhere on the screen. A pop-up window will appear to confirm if you want to save the changes or discard them.

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