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Dashboard Icon and Creating Widgets

Nav Menu » Dashboard

1. Click Dashboard from the Nav Menu on the left-hand side of the screen. This will take you to the Dashboard screen you can personalize by creating Widgets (shortcuts relating to saved searches), or by copying Widgets that have already been created by other Users.


2. You can customize/personalize this screen with multiple Widgets (shortcuts relating to saved searches) that will save you time by minimizing the need to perform repeated searches. Click the Add Widget box, then select from the drop-down menu of pre-made Widgets you want to add. You now have a personalized screen of Widgets (shortcuts/saved searches) to choose from. To ‘refresh’ a Widget, click the two arrows forming a circle in the Widget box. To rename a Widget, click the icon that looks like a star. Finally, to close a Widget, click the ‘x’ in the box of that particular Widget.

3. If none of the pre-made Widgets are what you require, you may create your own. From the Dashboard screen, do a Search on Cases, Items, or People. Enter your parameters and then click the Save box to Save that Search. Next, from your Dashboard, click the Add Widget box.