Moving & Resizing Items 

If you're an Account or Project Admin you can edit your Project Dashboard.

Please keep in mind whatever you move will be moved for every user in your project. 

Press the Edit cog in the top right cornerto edit dashboard items.

Once you've clicked this button, you can move things around on the dashboard by clicking the centre of the item and hold to drag to a new place. You can swap item positions and move in any direction you like. 

Resize your items by dragging from the corners or the edges.

Once you've clicked this button, you can move things around on the dashboard by clicking the centre of the item and hold to drag to a new place. You can swap item positions and move in any direction you like. 

Resize your items by dragging from the corners or the edges.



Editing & Deleting Items

If you're an Account or Project Admin you can update or remove what is on your Project Dashboard. 

Please keep in mind whatever you remove or update will be visible to every user in your project. 

Step 1: Press the Edit cog in the top right cornerto edit dashboard items.


Step 2: From this mode you can edit any existing dashboard items by pressing the settings cog that appears when you hover over the item. 


Step 3: Hit "Remove" to delete from your Project Dashboard or make changes and hit Update. 



Mobile Dashboard 


The items you select to view on your smartphone will usually be the most commonly viewed or important items of your Project for easy access.  You cannot edit your Dashboard from your Mobile, so you'll have to set it up on your desktop browser first. 


From your Project Dashboard on your computer, select the settings wheel in the top right hand corner of your dashboard.

 

Then, select the mobile phone icon to edit mobile dashboard settings.


A small eye icon will then appear on each item on your Dashboard. This indicates that this item is on the mobile dashboard. To remove it from mobile dashboard, click the eye icon.

A slash on the eye icon will then appear, confirming this will not appear on your mobile dashboard.




Moving Items on your Mobile Dashboard  

Click into each board item individually by selecting the settings wheel on the individual dashboard item and customising your preferences in the ‘Mobile Settings’ section. Clicking into "Priority" allows you to customise where your board items appear on your mobile dashboard. The items selected 'Push to Top' will be the first items viewed on your mobile dashboard, and the items selected 'Push to Bottom' will appear at the bottom of your mobile. Usually 'Push To Top' your most used card category or saved search. Documents, Boards, Kanbans and Lists are designed to be looked at on a computer screen.