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Info

In a nutshell, you need to first define your panels then add them to a dashboard. If this is your first time looking at Actionstep's Dashboard features then it might pay to create a dashboard with all panels to start with so you can get a better understanding of what each will show.

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Table of Contents

Dashboards

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Once created Dashboards will display in the table.

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Edit

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Dashboards

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Edit Dashboards details

You can edit the name, description, order and version of a dashboard again by clicking on its name in the third column or clicking on the edit button  in the second to last column.

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Display order, like all order system's in Actionstep will show a panel with a lower number before it shows a panel with a higher number. Widget Connectorurlhttps://vimeo.com/223067504

Delete a Dashboard

You can delete a dashboard by clicking on the red cross in the last column of the dashboard.

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Actionstep has a number of panels that are available to include in your dashboards. Before you can add them you have to select them as a definable panel. Actionstep has given these names by you can choose to give them your own name, giving you control over how they are displayed. You can also define how big they are. 

Define, Edit & Delete Dashboard Panels Video

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Create a new Defined Panel

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You can delete a defined panel by clicking on the red cross icon . You cannot delete a Defined panel if it is being used in a dashboad at the time. When you delete a defined panel you will still have the option to create a new one of the same type. 

Dashboard Permissions

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