ProcessPro

The <a href="https://help.processpro.io/en/articles/15496476-allow-dashboard-configuration-company-setting">Allow Dashboard Configuration company setting</a> must be enabled for the company before users can create and personalise dashboards.

Go to Dashboard in the left navigation menu.

Select My dashboards in the top right corner. Dashboard Manager will open up containing the company dashboard and any other dashboards that the user has created/has access to.

Select the green Add New Dashboard button at the bottom.

1. Add a name for the dashboard.
2. Add a description if needed. This will allow easier navigate between different dashboards.
3. Set as default if desired by using the toggle. If this is set, you’ll always land on this dashboard for the current company.

A new dashboard will open up which can be personalised by adding and configuring widgets. 

The new dashboard will display on the Dashboard Manager.

1. Go to Dashboard in the left navigation menu.
2. Select My dashboards in the top right corner. Dashboard Manager will open up containing the company dashboard and any other dashboards that the user has created/has access to.
3. Select the green Add New Dashboard button at the bottom. 
 1. Add a name for the dashboard.
 2. Add a description if needed. This will allow easier navigate between different dashboards.
 3. Set as default if desired by using the toggle. If this is set, you’ll always land on this dashboard for the current company.
4. A new dashboard will open up which can be personalised by adding and configuring widgets. 
5. The new dashboard will display on the Dashboard Manager.

___________________________________________________________

<a href="https://help.processpro.io/en/articles/15496131-managing-dashboard-widgets">How to add, edit and delete widgets. </a>

<a href="https://help.processpro.io/en/articles/15478392-configurable-dashboards-widget-types">Widget types</a>

- <a href="https://help.processpro.io/en/articles/15496131-managing-dashboard-widgets">How to add, edit and delete widgets. </a>
- <a href="https://help.processpro.io/en/articles/15478392-configurable-dashboards-widget-types">Widget types</a>

All users can create their own dashboards to contain personalised widgets to display what is most important to them in ProcessPro

Create a New Dashboard

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Create a New Dashboard

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