Users on Asite can create and manage their dashboards. You can have a personalized dashboard with various intuitive gadgets that provide easy access to important project information.
You can view the system dashboard by default unless you have specifically marked some other dashboard accessible to you as your default dashboard.
Below are the steps to create a dashboard on your own:
1. On the dashboard screen, click 'Tools' on the top right and select 'Create Dashboard' option.
2. A layered page will open enabling you to create a dashboard. Key in the required details as shown below:
Field Name | Description |
Dashboard Title | A name for the dashboard under creation. |
Dashboard Description | A description of the dashboard under creation. |
Set Default | To make the dashboard under creation appear for you as default upon login, next login onwards. |
Share | To share the dashboard being created with specific contacts in your organisation, all users within a project or distribution group if necessary. Key in and select the relevant names from the dropdown list. Once selected, right-click on the name of the selected user, project, or distribution group and assign 'Admin' or 'View' permissions on the new dashboard. |
Clone Dashboard | Choose any existing dashboard to clone and apply all its gadgets to the dashboard under creation. |
3. Click 'Create' to finish creating the dashboard. You can now continue to add gadgets to the new dashboard.
Check: FAQs
Related Articles: Manage Dashboards, Dashboard Gadgets Overview
Next Article: Add a Gadget in a Dashboard