How to Create, Rename, or Remove Dashboards
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  3. How to Create, Rename, or Remove Dashboards

How to Create, Rename, or Remove Dashboards

  1. The Dashboard feature is accessible in all of the WorkEasy Software products.
  2. To create a new dashboard, click the drop-down arrow as shown here and click Create New Dashboard. (You can create up to ten different dashboards.)
  3. Enter a name in the Title field and click Ok.
  4. Click Save Changes

    IMPORTANT❗Remember to always save any changes you make. 
  5. You will then be able to click the drop-down and select the desired dashboard.
  6. To rename an existing dashboard, click the cog wheel at the top right of the screen, then click the applicable option.
  7. Enter a name in the Title field and click Ok.
  8. Click Save Changes.
  9. To delete a dashboard, click Remove Dashboard.
  10. Click Yes to confirm the removal.
  11. Click Save Changes.

You're done! 😀👍

If you have questions, please call us at (888) 783-1493, email support@workeasysoftware.com, or Submit a Ticket.

 

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