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Create a Dashboard Layout

Customize the display with a couple of clicks

Martin Sawicki avatar
Written by Martin Sawicki
Updated over 2 weeks ago
  • Feature: Create multiple dashboard layouts.

  • Use: Each account comes with a customizable default dashboard layout. With a couple of clicks, users can switch to a different layout when they need to change the dashboard widgets and display new information for different business situations.

Prerequisites

Creating a layout

  1. Click Dashboard on the side menu.

  2. Go to the toolbar at the top of the page and click +New Layout.

In the popup window,

  1. Enter a unique name for the layout.

  2. Select Private (only you) or Global (available to everyone on the team).

  3. Optionally, right-click inside the window to open a menu and manage the file and folder structure (e.g. create folders, rename files, etc.). Click the Get Info link to learn who created the layout.

Click Create. A blank canvas displays. Now, you can add widgets and variables to the layout.


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