Getting started with dashboards

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.

    Box to 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.

    Add/Remove Widgets in Case Listing Settings

    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. 

    Single-Pane case listing

    On the Add/Remove Widgets tab, select Case Listing, and Single Pane.

    gif: selecting single pane in Add/Remove Widgets tab


    Multi-pane case listing

    Instead of having just one Case Listing, you can have multiple within the same Case Listing Widget.

    Mulit-pane case listing


    To create a Multi-Pane Case Listing, start by selecting the Add Dashboard Tab. 

    select Add Dashboard tab (plus sign icon)

    Then, on the Add/Remove Widgets tab, select Case Listing, and Multi-Pane.

    select Multi-pane in Add/Remove Widgets tab


    You'll now have a separate tab to view information you need!

    Drag and drop to rearrange each section.gif for dragging and dropping to rearrange view


    If you want the latest information to always appear, be sure to toggle Auto-refresh & Auto-cycle On.

    Don't forget to Save!

    Auto-refresh and Auto-cycle toggles to On


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      Need help? Email us at or call 1-800-692-5111.