Add overview / dashboard with numbers (to see work load)

MJA Updated by MJA

​1. General​

Do you want quick insight into your workload or that of others? Then you can add dashboards / overviews to a home screen (top left) that show numbers per status, phase or category of a module.

For example:

All or your open customer projects with status > in production

All or your open sales leads with status > contact

​2. Search and set overviews / dashboards​

  1. Make sure you are in one of the 'home screens' at the top left. Select the screen where you want to add the overviews. If you want to create a new 'home screen', click here.
  2. Click on your name at the top right and choose 'change widget settings'
  3. Then click on add widget
  4. Type in the search field: overview and click enter
  5. All available dashboards with overviews are now shown. You can scroll down and use the arrows at the top right to go to the next screen. Click on a dashboard to add it. If you want to add multiple dashboards, you can simply click on the next one.
  6. When you are done adding, click on the cross at the top right of the pop-up
  7. The clicked dashboards are added to the first available spot or at the very bottom.
  8. You can then drag the dashboards to the desired spot. Click here for more information about moving widgets.

3. Set overview / dashboard by employee name

If you want to set a specific overview / dashboard by employee name, follow the steps below:

  1. Make sure you are on the relevant home screen (top left)
  2. Then click on your name at the top right and choose 'change widget settings'
  3. Click on the 3 dots within the relevant dashboard and choose widget properties
  4. Then fill in the employee and possibly 'status of'

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How did we do?

Export user role privileges

Contact