Create New Dashboards

Administrators can create dashboards for other users

Steps to Create a New Dashboard

1. On the top right, navigate to 

   

    → ServiceJourney
2. On the top left, navigate to 

   

    → Setup
3. In the left panel menu, navigate to Forms and Pages → Dashboards
4. Click on green plus 

   

   button
5. Fill out the form
6. Click Save

Adding widgets to a dashboard

1. On the top right, navigate to 

   

    → ServiceJourney
2. On the top left, navigate to 

   

    → Setup
3. In the left panel menu, navigate to Forms and Pages → Dashboards
4. Click on the hyperlink of the dashboard you'd like to manage
5. Click on the Add Widget 

   

   button
6. Find the widget you'd like to add and click Add Widget next to it
   

   

   
   
7. Close the dashboard once you are done configuring it

Related Articles

• Set dashboard permissions