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Configurable Dashboards Explained

Configurable Dashboards give you a personalised, visual overview of what matters most to you in ProcessPro. You can create multiple dashboards, personalise the widgets, rearrange layouts, and share dashboards with others.

Written by Hylet Pistorius

If Dashboard Configuration is enabled for a company, any user create and configure their own dashboards.

A dashboard is a grid-based workspace made up of widgets. Each widget displays specific information such as tasks, charts, notes, links, or compliance data.

With configurable dashboards, you can:

  • Create and manage multiple dashboards

  • Set a personal default dashboard

  • Add, edit, refresh, and remove widgets

  • Drag and resize widgets to design your layout

  • Share a dashboard as a link that others can view, and embed it in external pages

  • Save a dashboard as a template that other users can apply


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