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Dashboard

Default dashboards for each role

For admins: set what each role starts with on the dashboard and Project home, and when things land in Needs attention.

Written By Julia M.

Admins set what each role starts with in Dashboard settings, opened from the gear on the dashboard or from Workroom Settings.

Watch it: the Dashboard lesson in Campus, chapter 12, “For admins: default layouts” (starts at 5:39).

Default layouts

Dashboard settings, Default layouts
  • Pick a role and a screen: Studio dashboard or Project home.

  • Switch widgets on or off, and set each one's view, width, height and order.

  • People who have not customized their dashboard see your changes right away. Everyone else sees them after Reset to default.

Needs attention thresholds

Dashboard settings, Needs attention thresholds

Set how many days pass before something shows up in Needs attention, like an estimate a client has not opened.

The same settings are in Settings › Studio › Dashboard: see Dashboard, Calendar, Campus and Timelogs.

More on your dashboard