Visualize progress with Dashboards

Visualize progress with Dashboards

Relatics Dashboards give you insight into your project status by visualizing your project with powerful widgets.

Work with a Dashboard

Typically, a dashboard contains one or more Widgets related to a specific subject or process. Such a dashboard helps you quickly evaluate the project’s current status and explore relevant information. Dashboards can also support effective meetings or analyses.

Create new dashboard*

  1. In the workspace menu, click on  Dashboards.
  2. Hover on the top bar, click on Open menu.
  3. In the menu, click New dashboard.
  4. On the dashboard tab, update the name and click outside the dashboard tab to save the name.
  5. On the dashboard, click the New widget button to add widgets to your dashboard.

Rename a dashboard*

  1. On the  Dashboards page, click on an existing dashboard tab. Hover the mouse over the dashboard tab and click Open menu.
  2. In the menu, click on the menu item  Rename.
  3. Update the name and click outside the dashboard tab to save the name.

Delete a dashboard*

  1. On the  Dashboards page, click on an existing dashboard tab. Hover the mouse over the dashboard tab and click Open menu.
  2. In the menu, click on the menu item Delete.

Change the position of a dashboard tab*

  1. In the overview or the detail view, click on an existing dashboard. Hover the mouse over the dashboard and click Open menu.
  2. In the menu, click Move left or Move right to change the position of a dashboard relative to other dashboards.
* In the workspace, the user type of your user must be set to power user to use this feature.

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