Transform your traditional whiteboard into a configurable, flexible, and accessible tool.
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Add dashboard tab
Your Dashboard is customizable per user.
To create a new Dashboard, select the plus sign on the Case Listing Page.
A box will appear where you can name your Dashboard tab.
Once you select Case Listing and Single Pane or Multi-Pane then Auto-Cycle will appear.
Then, add the widget(s) you want to show on the tab!
We recommend always selecting Case Listing so you can get the full functionality of this feature.
Along with the other widgets you want.
Single-pane case listing
If you want to avoid the clutter or share one specific piece of information with your team, a Single-Pane Case Listing works great.
Single-Pane allows you to show one Case Listing at a time.
On the Add/Remove Widgets tab, select Case Listing, and Single Pane.
Multi-pane case listing
Instead of having just one Case Listing, you can have multiple within the same Case Listing Widget.
To create a Multi-Pane Case Listing, start by selecting the Add Dashboard Tab.
Then, on the Add/Remove Widgets tab, select Case Listing, and Multi-Pane.
You'll now have a separate tab to view information you need!
Drag and drop to rearrange each section.
Auto-cycle
If you want the latest information to always appear, be sure to toggle Auto-refresh & Auto-cycle On.
Don't forget to Save!
Need more information?:
- Share your Dashboards
- Customize Your Case Listing Page
- Filter Cases with Case Listing Tabs
- Find Unsigned Case on the Case Listing Page
Need help? Email us at support@passare.com or call 1-800-692-5111.