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

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 further tabs can be added in order to collect the widgets more clearly.

Edit Mode

Configure the dashboard and widgets by activating Edit Mode. In the active tab, open the “Edit drop-down menu” behind the menu triangle on the Icon Dreieck Dropdown right side of the tab and select “Activate editing mode”.

The menu triangle Icon Dreieck Dropdown is not displayed in distributed tabs, these have the symbol on the left side of the tab. If there is no menu Icon Dreieck Dropdown triangle in other tabs, 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.

Bearbeitungsmodus aktiviert im Dashboard

If the edit mode is activated, a wrench symbol Schraubenschlüsselsymbolappears on the left of the current tab.

Now you can add, move and delete widgets as you like.

Save changes

If you wish to save your changes, open the “Edit drop-down menu” behind the menu triangle on the Icon Dreieck Dropdown right in the tab and select “Exit editing 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, switch to edit mode. To save the changes, exit 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 transparent in a free space when you move it, it positions itself there as soon as you release the mouse button.

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

Note:

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

Click and drag 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.

Widget in ein anderen Tab verschieben

Widget Size

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

Widgetgröße durch ziehen mit der Maus ändern

The width can be set to 25%, 50%, 75% or 100% of the width of the dashboard, the height can be set to one or two “lines”.

Add new widgets

Widgets can be added by clicking on the plus Icon Neuer Datensatz sign in the upper left corner. A window opens with the tabs “General”, “Dashboard Statistics” and “Other” from which the widgets can be selected by clicking on “Create Widget”.

dashboard - widget hinzufügen

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

You can also add the same widget multiple times, e.g. to display the inboxes of different mailboxes or the weather at different locations. The configuration of the widgets will be displayed in the next menu item

Delete widgets

. You can remove the widget using the trash Mülleimersymbol can icon in the upper right corner of the widget frame.

Save changes

If you wish to save your changes, open the “Edit drop-down menu” behind the menu triangle on the Icon Dreieck Dropdown right in the tab and select “Exit editing mode”

Tabs in Dashboard

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

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

Add

Tabs By default, the Dashboard only has the “General” tab, but new tabs can also be created. To do this, click on the plus symbol  on the right of 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  sign, you do not have the necessary rights to configure the dashboard. In this case, please contact your administrator.

In

the active tab, you can open the “drop-down menu” for editing behind the menu triangle on the Icon Dreieck Dropdown 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.

You can now move the tab to the right or left in the menu. Please note, distributed tabs are always left at the first position.

You can also delete a tab here

Save/Change/Distribute

Configurations If you are an administrator, you can also save the current Dashboard tab configuration and distribute it to other users.
To save the dashboard configuration, click the ‘Configuration’ button in the action bar. There you can choose from several options

The stored tabs can be distributed by the administrator via the user administration  . Please note that only one tab per user can be specified, this is displayed as the first tab and the symbol : The tab cannot be edited by the user