Edit Dashboards

Note: The My Workspace dashboard that is included out-of-the-box for all users cannot be edited or configured.

  1. Navigate to the Home page.

  2. Select the ellipsis icon on the dashboard tab and then Edit.

    Tip: An alternative is to access Edit mode from the Dashboard Manager by selecting the pencil icon.

  3. With the dashboard in Edit mode, take any actions as needed.

    • Add new widgets by selecting the ellipsis icon on the dashboard tab and then Add new widget.

    • Edit existing widgets by selecting the ellipsis icon at the top of the widget and then Edit widget.

    • Remove existing widgets by selecting the ellipsis icon at the top of the widget and then Remove widget.

    • Modify the layout by selecting a widget and dragging and dropping to a new location on the dashboard.

  4. Save all changes.