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Dashboard

Configure dashboard

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

Edit mode

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

The menu triangle Icon Triangle Dropdown is not displayed in distributed tabs, these have the symbol on the left in 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 activated in the dashboard

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

You can now add, move and delete widgets as you wish.

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. The positioning and resizing of the dashboard is explained here.

To change the position or size of a widget, add new widgets or delete them, please switch to 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 positions itself there as soon as you release the mouse button.

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

Notice:

If the move fails, you will find the widget at the bottom of the dashboard again. The newly created widgets 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 size of the widgets can be changed by dragging at the bottom right of the widget window. To do this, grab the small gray triangle at the bottom right of the widget 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, the height can be set to up to three “lines”.

Add new widgets

Widgets can be added by clicking on the plus symbol New record icon at the top left. 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

The new widget is now located at the end of the statistics on the dashboard and can be moved to any position on the dashboard.

You can also add the same widget multiple times, e.g. to display 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 again using the trash can icon Trashcan symbol at the top right 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 as long as you have the necessary user rights and it is not a distributed tab (symbol ).

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

Add Tabs

The dashboard only has the “General” tab by default, but new tabs can also be created. To do this, click on the plus symbol  on the right in the table bar. The create dialog opens. Here you specify 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 “drop-down menu” for editing behind the menu triangle Icon Triangle Dropdown on the right-hand side of the tab.

Click on “Settings” to open the configuration 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 in the first position on the left.

You can also delete a tab here.

Save/change/distribute configurations

If you have the user right Manage configuration , you also have the option of saving the current dashboard tab configuration and distributing 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  . Please note that only one tab can be specified per user, this is displayed as the first tab and the icon: The tab cannot be edited by the user.

Dashboard