How to customize your dashboard

Make the application yours! Build a dashboard according to your role with the company.

Each user receives a default dashboard, but there's no need to keep it. Feel free to remove items from the dashboard, add records to your dashboard, and make the application custom to how you work. 

 

 

Common Dashboards seen in accounts:

  • My Opportunities (all opportunities assign to YOU)
  • My Projects
  • Open Tasks (all task types)
  • Filtered Calenders
  • List of open inspections
  • List of open punch items
  • Commonly used contacts (subs) and their information