From scratch, Propely provides some standard dashboards to get you started. These can easily be customized to better fit your needs.
In the top right corner of the Properties
tab, hover over the right arrow >
to start customizing them.
Duplicating or creating a new dashboard
๐กYou can either choose to duplicate the current dashboard, or start off with a blank canvas by creating a completely new one.
Start by clicking Duplicate dashboard
or Create new dashboard
.
Proceed by filling in a fitting dashboard name in the appearing pop-up.
If you have access to multiple companies, you will also have to select which of them should have access to your new dashboard.
Et voilร , you have made yourself a new dashboard.
Changing dashboard widgets
Changing dashboard widgets are easy. Start by hovering open the top right menu and selecting Edit widgets
.
To the right of the widgets, you can change positions, edit titles, or remove certain widgets completely.
At the bottom of the dashboard, you will find the possibility to add more widgets to your dashboard.
Selecting new widgets
Our widget helper is designed to make it as easy as possible to find new widgets.
๐กTry selecting Preview widgets to be able to see how some of the widgets look like, before deciding which ones to add.