Editing and Deleting in Dashboards

  1. To make edits to any dashboard--Task, Project Detail, or Project--first click the Edit icon in the upper right corner.
    2023-06-09_13-27-47.png

  2. The dashboard shifts into Edit Dashboard mode, which allows for panels to be added, moved, modified, or deleted; layouts to be added, reordered, deleted, or saved as templates.
  3. To resize dashboard panels:
    a. Once in edit mode, find the resize handle on the right side of the panel to be edited.
    2023-03-20_15-09-34.png

    b. Drag the resize handle to the desired width. The edited panel and surrounding panels will resize.
    2023-03-20_15-11-53.png

  4. To move dashboard panels: 
    a.   Once in edit mode, click and hold on the move icon for the panel that will be relocated.
    2023-03-20_15-14-34.png

    b.   Drag and drop the panel in its desired location. 
    2023-03-20_15-16-24.png

    c.   The panel will shift to its new location, and surrounding panels will resize to accommodate it.
    2023-03-20_15-17-01.png

  5. To edit or delete dashboard panels:
    a.   Once in edit mode, click on the Edit icon on the panel.
    2021-03-23_15-46-30.png

    b. The Dashboard Panel Editor opens. Make any needed changes to Panel Title, Description, Panel Content Type and the formatting of Panel Content (Columns, Footers, Chart Type, etc.).
    2021-03-23_15-47-00.png

    c. Click Apply to save changes or use the Delete icon to delete this panel.
    2021-03-23_15-47-00.png           2021-03-23_15-47-00.png
  6. To change layout display order or the layout title:
    a. Once in edit mode, click on the Details icon.
    2021-03-23_15-46-30.png

    b. The Layout Details screen opens. Choose the number from the Order dropdown menu that corresponds to the correct place for the layout.2021-03-23_15-47-30.png

    c. Click Apply to save changes or use the Delete icon to delete this layout.
    2021-03-23_15-47-00.png           2021-03-23_15-47-00.png
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