The Goal: Rearrange the charts and metrics on your Dashboard by moving widgets into the positions you prefer.
Before You Begin:
- You need access to your Dashboard, available from Home, My workspace section, Dashboard.
- Have an idea of how you want your charts and metrics arranged before you start dragging widgets.
Microlearning Overview
Step-by-Step Instructions
To place the charts and metrics in the positions you wish on your Dashboard:
- Go to Home, My workspace section, click Dashboard.
In the “My Dashboard” section, click any one of the gear icons
and select Move Widget. This will allow you to move any or all of the widgets on your Dashboard.
All the widgets will now display a “handle” icon. Click and hold down the handle to move the widget into the preferred place.
- Click the Done button when you have completed your arrangement.
Common Pitfalls
- Forgetting to click Done: Your new widget arrangement is not locked in until you click the Done button. Leaving the page while still in move mode may not save your layout.