How to edit the Dashboard

This feature is only available for PRO Connect or Work Subscribers.

You can edit your Dashboard by following these steps:

1. Click on the DASHBOARD icon on the left.
2. Click on the 3-bar icon in the upper-left.
3. Toggle the Edit Mode option on.

Within edit mode, you can add new panels:

1. Click on the desired type of panel from the options in the upper-right. Available options are:
   • Shortcuts
   • Jobs
   • Tasks
   • Quotes
   • Time Tracking
   • Miscellaneous (weekly calendar, notepad, image)
2. Once you've selected your desired panel type, click and drag the specific panel option from the options on the left-hand side to where you'd like to display on your Dashboard.
3. Once done, click the 3-Bar icon and click Save Dashboard. Note: If you'd like to discard your changes, simply refresh your screen.

Within edit mode, you can move panels:

1. Click on the panel you'd like to move.
2. Click and drag the 4-Arrow icon to where you'd like this panel to display.
3. Once done, click the 3-Bar icon and click Save Dashboard. Note: If you'd like to discard your changes, simply refresh your screen.

Within edit mode, you can edit panel information and display types:

1. Click on the panel you'd like to edit.
2. Click on the Gear icon and make your desired adjustments.
3. Once done, click the 3-Bar icon and click Save Dashboard. Note: If you'd like to discard your changes, simply refresh your screen.