You are here: Home / Modules / Dashboard / Configure Dashboard

Dashboard

Configure Dashboard

You can customize the dashboard according to your individual needs and preferences. The size and position of the widgets as well as their content can be changed or more tabs can be added to collect the widgets more clearly.

Edit mode

You configure the dashboard and widgets by enabling edit mode. In the active tab, open the “Edit drop-down menu” behind the menu triangle Icon Triangle Dropdown on the right side of the tab and select “Activate edit mode”.

The menu triangle Icon Triangle Dropdown is not displayed in distributed tabs, these have the symbol on the left of the tab. If there is no menu triangle Icon Triangle Dropdown in other tabs either, you do not have the necessary rights to configure the dashboard. In this case, please contact your administrator. You can still configure the content of the existing widgets.

Edit mode enabled in the Dashboard

When the edit mode is activated, a wrench Wrench symbolsymbol appears on the left side of the current tab.

Now you can add, move and delete widgets at will.

Save change

If you want to save your changes, open the “Edit drop-down menu” behind the menu triangle Icon Triangle Dropdown on the right side of the tab and select “Exit edit mode”.

Widgets

How do I change the content of a widget? The explanation can be found in the configuration of the individual widgets in the next menu item. This explains how to position and resize the dashboard.

To change the position or size of a widget, add or delete new widgets, please switch to the edit mode. You save the changes by leaving the edit mode.

Move widget

You can move the widget to any position in the dashboard by holding down the mouse button. If the widget appears transparently in a free space when you move it, it will position itself there as soon as you release the mouse button.

If a widget already exists at the position, it will be moved. If there is not enough space at the position, it will be positioned in the next “line”.

Hint:

If the move fails, you will find the widget at the bottom of the dashboard again. The newly created statistics are also positioned there.

Click and drag to move widgets from one tab to another. Drag the statistics to the desired tab and wait a moment. After the new tab has opened, you can release the statistics there.

Move widget to another tab

Widget size

The widgets can be resized by dragging them at the bottom right of the widget window. To do this, please grab the small grey triangle in the bottom right corner of the frame and drag the window to the desired size.

Change widget size by dragging with the mouse

The width can be set to 25%, 50%, 75% or 100% of the width of the dashboard, and the height can be set to up to three “rows”.

Add new widgets

Widgets can be added by clicking on the plus symbol Icon New record in the upper left corner. A window opens with tabs “General”, “Dashboard statistics” and “Other”, from which the widgets can be selected by clicking on “Create widget”.

dashboard - add widget

Now the new widget is on the dashboard at the end of the statistics and can be moved to any position on it.

You can also add the same widget multiple times, for example to show the inbox of different mailboxes or the weather in different locations. The configuration of the widgets is described in the next menu item

Delete widgets

You can remove the widget by clicking on the trashcan Trashcan symbolicon in the upper right corner of the widget frame.

Save changes

If you want to save your changes, open the “Edit drop-down menu” behind the menu triangle Icon Triangle Dropdown on the right side of the tab and select “Exit edit mode”.

Tabs in the Dashboard

You can change the individual tabs, provided you have the necessary user rights and it is not a distributed tab (symbol ).

In the active tab, you can open the “Edit drop-down menu” behind the menu triangle Icon Triangle Dropdown on the right side of the tab.

Add Tabs

The Dashboard only has the tab “General” by default, but you can also create new tabs. To do this, click on the plus symbol  on the right in the table bar. The create dialog opens. Here you define the name (and the mode for the statistics tab in the dashboard).
If there is no plus symbol  , you do not have the necessary rights to configure the dashboard. In this case, please contact your administrator.

Change / Delete Tabs

In the active tab, you can open the “Edit drop-down menu” behind the menu triangle Icon Triangle Dropdown on the right side of the tab.

Via “Settings” the configuration is opened as when creating the tab. Here you can change the name of the tab.

In the menu you can now move the tab to the right or left. Please note, distributed tabs are always on the left in the first place.

You can also delete a tab here.

Save/change/distribute configurations

You also have the possibility, if you have the user right
Manage configuration, to save the current dashboard tab configuration and distribute it to other users.
To save the dashboard configuration, click on the ‘Configuration’ button in the action bar. There you can choose from several options.

The saved tabs can be distributed by the administrator via the user administration  . It should be noted that only one tab can be specified per user at any one time, this is displayed as the first tab and the icon : The tab cannot be edited by the user.