Customize Dashboard

This tutorial shows you how to customize your WorkTraq dashboard by arranging gadgets and creating custom views to display the information most important to you.

Video Tutorial

1. Customize the Layout

Click Customize Layout to choose how many columns you want on your dashboard.

2. Refresh the dashboard

Click Refresh to load the latest data for all gadgets on the dashboard.

3. Review the Default Dashboard

The dashboard includes several default gadgets, such as overdue items. You can edit, rearrange, or remove them. To create your own, continue to Step 8.

4. Rearrange Gadgets

Click the Drag icon to change its position on the dashboard.

5. Refresh a Gadget

Click the Refresh icon to update the selected gadget with the latest data.

6. Edit a Gadget

Click the Settings icon to modify its configuration.

7. Remove a Gadget

Click the Delete icon to remove it from the dashboard.

8. Add a Custom Gadget

Click Add Gadget to create a new dashboard gadget.

9. Select the Gadget Type

Choose Custom Filter Results as the gadget type.

10. Continue

Click Add to continue configuring the gadget.

11. Enter a Title

Enter a descriptive title so you can easily identify the information displayed.

12. Select the Width

Select how wide the gadget should appear on the dashboard.

13. Set Rows Per Page

Enter the number of rows to display on each page.

14. Enable Auto Refresh

Check Auto Refresh if you want the data to update automatically every 15 minutes.

15. Select a Collection

Choose the collection that contains the records you want to view.

16. Select Display Columns

Select the columns you want to include.

17. Select All Columns

To quickly select every available column, click the checkbox at the top of the list.

18. Arrange the Columns

Drag and drop the selected columns to change their order.

19. Add Filter Conditions

Add filter conditions to control which records are shown.

20. Select a Field

Choose the field you want to filter.

21. Select an Operator

Choose how the field should be compared:

• Equal – Matches the exact value.
• Not Equal – Excludes the exact value.
• In – Matches any value in the list.
• Not In – Excludes values in the list.

22. Enter a Value

Enter the value to compare against.

23. Remove a Condition

Click the Delete icon beside a condition to remove it.

24. Add More Conditions

Add additional conditions to further refine the results.

25. Configure Sorting

Choose how the results should be sorted.

26. Select the Sort Field

Choose the field used for sorting.

27. Select the Sort Order

Choose Ascending or Descending.

28. Save Your Changes

Click Save to apply and save your dashboard configuration.

29. Review the Results

Return to the dashboard and verify that the new gadget displays the expected information.

You have successfully customized your WorkTraq dashboard. Continue customizing your dashboard to fit your workflow.