You can customize the dashboard by adding widgets to quickly see the information you need
to make informed decisions about your projects and business.
- Confirm that the correct business unit is selected in the Business Unit field, and that the correct project is selected in the Project field.
- Select .
Note: The Dashboard opens automatically when you log in to Field
View.
- Click on the tab where you want to add the widget.
- Point to one of the following buttons and select the type of widget you want to
add to the dashboard.
| Button | Action |
|---|
 | Point to this button to select a task widget. |
|---|
 | Point to this button to select a form widget. |
|---|
 | Point to this button to select a process complete widget. |
|---|
The selected widget is displayed in a new window.
- Click on the widget window, drag it on to the dashboard, and then drop it when
it is the location you want.
A dark blue highlight indicates where the widget will appear when it is
dropped.
Set filters on the widget to configure the information you
see.