Build a dashboard

Create a dashboard, add widgets from the palette, point them at a table, and arrange them on the canvas.

On this page

Create a dashboard

Click Dashboards in the sidebar, or the plus next to it. Click New dashboard.

The builder opens with an empty canvas and the widget palette above it.

Dashboards

Screens you build over your own data

New dashboard
Time Entry
Tasks

Add widgets

Click a tab in the palette: Text, Data, Input, Reports, Pages or Tools. Click a widget to add it to the canvas.

Click the widget to open its settings. Pick the table or workspace it reads from, and the fields it shows.

Grid Summary tile Chart Calendar Board

Arrange and save

Drag a widget by its header to move it. Drag its corner to resize it. Click the cross to remove it.

Click Save layout. Click Discard to throw the changes away.

Quick Glance

Add widget

Change it later

Open the dashboard. Click Edit layout at the top right.

Click Widgets to reopen the palette. Make the changes and click Save layout.

Quick Glance

Finish setting up

Verify your email

We sent a confirmation link to eleanor@demofirm.com.au.

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Set up two-factor authentication

Add an authenticator app so your account isn't just a password away.

Set up