Dashboard

Edit mode
- How to move a widget
- How to add a widget
Widget settings
- Task widgets
- Overview widgets
Resetting the dashboard
Set as default (administrator only)

The dashboard is the home screen you see after you sign in. It is made up of widgets – tiles with your tasks, cases, overviews, calendar, favorites and news. Every user has their own dashboard and can customize it. Open it with the Dashboard item in the side menu.

No.	Element	Purpose
1	Edit dashboard	The pencil icon switches the dashboard to edit mode, where you add, configure, move and remove widgets.
2	Notifications	Counts of your pending tasks, overdue tasks, tasks to pull and unfinished cases. Click a row to open the corresponding list.
3	Favorites	Quick links to screens and case creation that you have saved.
4	Calendar	A monthly calendar with the deadlines of your tasks highlighted.
5	News	News sent to you by the administrator. Click an item to open the full text.
6	All my tasks	A table of the tasks you need to handle. Click a row to open the task.
7	Maximize	Opens the full list on a separate page, for example all tasks or the whole overview.
8	Actions column	Buttons for events you can trigger in the case directly from the dashboard, without opening the task. Shown only when the actions column is enabled in the widget.
9	Row menu	More task actions: Detail, Solve, Case and, for tasks to pull, Take over.
10	Overdue deadline	A deadline that has already passed is highlighted in red.
11	Overview – Orders	A widget with a saved overview. The name after the dash is the overview name or a custom title.
12	Table footer	Number of records with a refresh button, row display settings and column editing.

Which widgets you have on your dashboard depends on what the administrator set as the default and on your own changes. The list of all widgets and their settings is in the article Dashboard widgets.

Edit mode

When you click the pencil icon, the dashboard switches to edit mode. Widgets get a green dashed border, and buttons for settings and removal appear above each one.

No.	Element	Purpose
1	Close	Exits edit mode.
2	Reset	Replaces your dashboard with the organization's default dashboard. It asks for confirmation and shows a preview first.
3	Add	Opens the widget menu. The selected widget is added to the end of the dashboard.
4	Settings	Opens the widget settings (width and other options depending on the widget type).
5	Remove	Removes the widget from the dashboard. It asks for confirmation first.
6	Add favorite	Favorites widget only. Opens a window for adding a new favorite item. On a narrow widget, only the plus icon is shown.
7	Move	Drag a favorite item by this icon to another position in the list.
8	Edit	Opens editing of the favorite item (name, image).
9	Delete	Removes the item from favorites.
10	Widget area	Grab any part of the widget with the mouse and drag it to another place on the dashboard.

Changes are saved immediately
The dashboard has no Save button. Every change – adding, moving, configuring or removing a widget – is saved to your account immediately. The Close button only exits edit mode. Your changes apply only to you; other users will not see them.

How to move a widget

Click the pencil icon in the top right corner.
Grab the widget by its area or header and drag it to the new position. The other widgets move aside.
Release the mouse button. The new order is saved.
Click Close.

Widgets are arranged from left to right and continue on the next row once a row is full. Dragging does not work on mobile phones and tablets.

How to add a widget

Click the pencil icon and then Add.
Select a widget from the menu. It appears at the end of the dashboard.
Click Settings on the new widget and set the width and, if applicable, the overview or other options.
Drag the widget to where you want it.

Widget settings

The Settings button opens a window with the widget options. Every widget has a Width field; the other fields depend on the widget type. Changes take effect after you click Save; the Close button closes the window without changes.

Field	Purpose
Width	How much space the widget takes up: 1 = a quarter, 2 = a half, 3 = three quarters, 4 = the full width of the dashboard. This applies on a wide monitor. On smaller screens widgets become wider; on mobile every widget takes the full width. For the Notifications, Favorites and News widgets, the width also determines the number of columns inside the widget.

Task widgets

Field	Purpose
Width	See above. A new task widget has a width of 3.
Sort by column	The column used to sort the tasks: Assignment date, Task name, Case name, Case owner or Deadline. The All tasks without deadline widget does not offer Deadline.
Sorting	Ascending or Descending.
Show comment column	Adds a column with the task comment. Not shown on mobile.
Show actions column	Adds an Actions column with case event buttons. The Tasks to pull widget does not have this option.

If the administrator has restricted table sorting in the configuration, the Sort by column and Sorting fields are not shown in the settings.

Overview widgets

Field	Purpose
Width	See above. A new overview widget has the full width.
Overview	The saved overview displayed in the widget. Lists the overviews you have access to. Until you select an overview, the widget shows the text “No overview selected – choose one in the container settings”.
Title	Text in the widget header after the word Overview. If you leave it empty, the overview name is used.
Show actions column	Overview with tasks widget only. Adds event buttons to the rows.

The settings of the REST widget with table columns are described in the article Dashboard widgets.

Resetting the dashboard

The Reset button in edit mode replaces your dashboard with the organization's default dashboard set by the administrator. First, a window opens with a question and a preview of the default dashboard below it.

Click Yes to load the default dashboard and save it in place of yours. The Close button closes the window and your dashboard stays unchanged.

Reset also overwrites favorites
Favorite items are stored in the Favorites widget. A reset therefore also replaces your list of favorites with the items from the default dashboard. If you want to keep your favorites, write them down before the reset.

When you work as a substitute for another user, the Reset and Add buttons are not shown.

Set as default (administrator only)

In edit mode, the administrator also sees the Set as default button.

The button saves the administrator's current dashboard as the organization's default dashboard. Before saving, it asks “Do you really want to set the current dashboard as the default for all users?”. Every newly created user gets the default dashboard, and anyone who clicks Reset loads it. Existing users' dashboards do not change automatically.

Change for all users
The default dashboard is saved including the Favorites widget and its items. Before you click Set as default, remove from your dashboard any personal widgets and favorite items that other users should not see or do not have access to. The button is not available when you work as a substitute.

Related: Dashboard widgets, Favorites, News, Navigating the interface.

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