Topics Covered:

  • Dashboard Customization

  • Reorder/Delete Your Dashboard List

Dashboard Customization

You now have additional tools to customize, manage, and save changes to your dashboard views.

To Create a Custom View:

  • Click Dashboard

  • Click the drop down arrow next to Rotation list in the submenu

  • Click + New Rotation List:

  • Next, apply the filtered criteria you wish to save:

  • Edit the Name & Description:

  • Color Code (Optional):

  • Lastly, Click the Yellow Save Icon in the Upper Right Corner:

Final View:

Reorder/Delete Your Dashboard List

  • To reorder your dashboard list, click and hold a list title in the submenu. Drag the list and drop it in the preferred order.

  • To delete a list, click the list you'd like to remove, then select the trash icon in the upper right corner of your screen:



Have more questions? Please reach out by clicking the chat icon in the bottom right corner of your screen from 8am-6pm CT, Mon-Fri.

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