Creating a Personal Dashboard

Agents can modify or create new customized dashboards.

Steps to create a new dashboard

1. On the top right, navigate to 

   

    → ServiceJourney
2. On the top left, navigate to 

   

    → Case Management
   
3. In the left panel menu, navigate to My Setup → My Dashboards
4. Click on the green plus 

   

   button
5. Fill out the Name and Description of the new dashboard
   
6. Click Save

Adding widgets to a dashboard

1. On the top right, navigate to 

   

    → ServiceJourney
2. On the top left, navigate to 

   

    → Case Management
   
3. In the left panel menu, navigate to My Setup → My 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 the Add Widget button next to it
   
7. 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.

Related Articles

• Standard Dashboard Widgets