Creating a Personal Dashboard
Agents can modify or create new customized dashboards.
Steps to create a new dashboard
- On the top right, navigate to → ServiceJourney
- On the top left, navigate to → Case Management
- In the left panel menu, navigate to My Setup → My Dashboards
- Click on the green plus button
- Fill out the Name and Description of the new dashboard
- Click Save
Adding widgets to a dashboard
- On the top right, navigate to → ServiceJourney
- On the top left, navigate to → Case Management
- In the left panel menu, navigate to My Setup → My Dashboards
Click on the hyperlink of the dashboard you'd like to manage
- Click on the + Add Widget button
- Find the widget you'd like to add and click the Add Widget button next to it
- Close the dashboard once you are done configuring it (the changes are auto-saved)
You cannot modify System dashboards here. To modify a System dashboard use this guide.