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.