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Dashboards

There are several configurable dashboards in @task, the most commonly used being the Application Home page, also called the Portal Page. Each configurable dashboard can have up to 4 admin-configured tabs and up to 4 user-configured tabs, each with up to 3 Portal Sections, or reports. This section discusses setting up the user-configurable tabs of a dashboard.

To configure a dashboard:

    1. On a dashboard, like the Application Home page, click the Edit Dashboard icon (

    ). Alternatively, you can click My Profile -> Dashboard. This will open the dashboard edit screen.
Edit Dashboard view

    2. To create a new tab, click the Add Tab icon (

    ). This will create a new tab and allow you to add sections or reports to it.

    3. Name your new tab using the Tab Name field.

    4. Add new reports to the tab using the Link Report buttons (

    ). You can add up to three reports per tab. When a report is added, it appears in the top section as shown Figure 2.29 below.
Edit DashBoard View - Reports

    5. To remove a report from a tab, click the Remove icon (

    )next to the report.

    6. Tabs can be re-ordered using the blue arrows (

    ) beneath the tabs at the top.

    7. Tabs can be deleted by clicking the Delete Tab icon(

    )

    8. When you have finished, click Submit. The changes to the dashboard are immediate.