A dashboard view is a saved layout. The picker at the top holds two kinds.
Organisation Defaults are set up for everyone and are read-only — they carry a padlock, and you cannot edit them. You can clone one into My Views and change your copy. Anything under My Views is yours alone; nobody else sees it, so there is no risk in experimenting.
Creating a view drops you straight into edit mode — there is no separate "customise" step on the way in. To change a view you saved earlier, that is when you use Customize.
Templates replace the layout rather than adding to it, so apply one while the view is still empty. Each template tells you how many of its widgets you can actually see — because which widgets are available depends on your role and what your organisation has enabled. A layout never grants access to anything: a widget you cannot see is a permission you do not have, not a layout you got wrong.
Starring a view makes it the one that opens by default.
Step 1
Open the view picker
Your views live behind the picker at the top of the dashboard.
Step 2
Two kinds of view
When your organisation has set some up, Organisation Defaults appear here, read-only and padlocked; you can clone one into My Views to start from it. My Views are yours alone — nobody else sees them.
Step 3
Create a view
Create View starts an empty one.
Step 4
Name it
Something you will recognise in that list later — the name is the only thing distinguishing it there.
Step 5
You are already editing
Saving the name drops you straight into edit mode. There is no separate step to get here, which is the most common point of confusion on this screen.
Step 6
Pick a template
A quick way to fill an empty view rather than placing every widget by hand. This walkthrough uses Compliance Officer; pick the one closest to the job, then add and arrange whatever it is missing. Each template says how many of its widgets you can actually see — the rest are ones your access does not cover.
Step 7
Apply it while empty
Applying a template replaces the layout rather than adding to it, so do it before you have arranged anything you want to keep.
Step 8
Add a widget
The palette on the right holds everything else. Drag one onto the grid, or just click it.
Step 9
Arrange it
Drag a widget by its body to move it, or its corner to resize. Anything it lands on gets pushed down.
Step 10
Save the layout
Scroll back to the top before you decide. The things you check every morning should be the things on screen when the dashboard opens, and a judgement made while looking at the widget you just dragged is a judgement about the wrong view. Everything else can live below the fold — that is the point of arranging it.
Step 11
Star it
Starring makes it the view that opens by default.
Step 12
Check it stuck
Leave the page and come back: the name, the star and the layout are all still there.
Step 13
A layout is not access
Widgets you cannot add, and template widgets counted as unavailable, are permissions you do not hold — not a layout problem. Adding a widget never shows you data you could not otherwise reach, which is why experimenting in My Views is safe.
Step 14
Why your view is not on someone else's dashboard
Views under My Views are personal. Sharing a layout with a team means an administrator setting it up as an Organisation Default, not sending someone your view.
Keep reading
Tutorial
Set up a medication
Record a prescribed medication on a client's chart — the six required details, the schedule, and what the supply figure really means.
Web dashboardTutorial
The setup guide
Work the setup checklist: what the badge counts, how a walkthrough differs from the list, and what skipping does.
Web dashboardTutorial
Set up an asset type
Create a new asset type with its own fields, then record an asset of that type.
Web dashboard