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Dashboard: Cards

Explains how Dashboard cards display data and how they can be customised

Updated today

Cards

Cards are customisable widgets that display key data on the dashboard. Categories include:

  • Business Management

  • Work Management

  • Personal

Add card

Steps:

  1. Select add card from the dashboard.

  2. Browse by category or scroll through available cards.

  3. Select add to dashboard.

Edit card

Modify the layout and size of cards in edit mode.

Steps:

  1. Select edit dashboard.

  2. Choose an action:

    • Resizing card: Drag the bottom right corner of a card towards the top left corner to minimise the card.

    • Rearrange card: Select a card and drag it to the required location.

  3. Click save dashboard to apply changes.

Delete card

  1. Open the ⋮ (more options) menu on a card

  2. Select Delete.

Duplicate card

  1. Open the ⋮ (more options) menu.

  2. Select Duplicate.

  3. Resize and reposition the copy as needed.

💡Tip

  • Use duplicates to create both high-level summaries and detailed views of the same data.

Export Data

Download card data for external use.

Steps:

  1. Open the ⋮ (more options) menu on a card.

  2. Select Export to Excel Format or Export to CSV Format.

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