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My Dashboard Management

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This article will explain how both staff and residents can add and manage widgets in the My Dashboard module.

 

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Not finding what you are looking for? View additional My Dashboard resources.

 

Add a Widget

Who can use this feature?

System Administrator | Owner | Publisher | Author

Note: Residents are able to add widgets to their own dashboards.

 

Add a Widget for Administrators

 

  1. Sign in to your website solution
  2. Navigate to the My Dashboard module:
    The My Dashboard module allows the user to personalize their experience with the website.
    1. Expand the Modules dropdown menu
    2. Select the Content tab
    3. Click My Dashboard
  3. Click the Modify the Master Dashboard button:
    The Modify the Master Dashboard button allows staff members to update or change the default dashboard that residents can see.
  4. Click the Add a Widget button:
    The Add a Widget button lets the staff member add more widgets to the dashboard.
  5. Locate the Widget you would like to add:
    The staff member can select a widget from a list of commonly used widgets.
  6. Click the Add button next to the Widget:
    Once the chosen widget is located, the Add button adds it to the Dashboard's workboard.
  7. Click the Done button:
    The dashboard's Done button allows a staff member to save recent changes to the Master Dashboard.

 

Add a Widget for Residents

  1. Sign in to the website
  2. Navigate to My Dashboard:
    The My Applications dropdown menu allows residents to quickly navigate to other commonly used applications on the website.
    1. Click on the My Applications dropdown menu
    2. Select My Dashboard from the list of options
      Note: You can also navigate to My Dashboard from your user profile page.
  3. Click the Add a Widget button:
    The Add a Widget button allows residents to add widgets to their Dashboards that they use the most often.
  4. Locate the widget you want to add:
    The resident can choose which widget they want to add to their dashboard from a list of options.
  5. Click the Add button next to the Widget:
    A widget's Add button adds the chosen widget to the resident's dashboard.
  6. Click the Done button:
    When finished adding widgets to the dashboard, clicking the Done button closes the list of widget options.
  7. View the widget on the Dashboard:
    The newly added widgets can be viewed on the resident's Dashboard.

 

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Who can use this feature?

System Administrator

 

 

  1. Sign in to your website solution
  2. Navigate to the My Dashboard module:
    The My Dashboard module allows the staff member to personalize their experience with the website.
    1. Expand the Modules dropdown menu
    2. Select the Content tab
    3. Click My Dashboard
  3. Click the Modify the Master Dashboard button:
    The Modify the Master Dashboard button allows staff members to update or change the default dashboard that residents can see.
    Note: If the widget has already been added but still needs to be featured, please skip to Step 7 of the Feature a Widget section of this article.
  4. Click the Add a Widget button:
    The Add a Widget button lets the staff member add more widgets to the master dashboard.
  5. Locate the Widget you would like to add:
    The staff member can select a widget from a list of commonly used widgets.
  6. Click the Add button next to the Widget:
    Once the chosen widget is located, the Add button adds it to the Dashboard's workboard.
  7. Locate the Widget you want to feature on the workboard:
    The newly added widget can be located on the Dashboard's workboard.
  8. Click the Widget's Options menu (arrow):
    The options button can be expanded to allow several administrative options.
  9. Select the Feature option from the menu:
    The widget's Feature option marks the widget as Featured so it is more easily located on the Dashboard.
  10. View the widget's Featured Indicator (star) next to the widget's name:
    The Featured Indicator, a star, on the newly added widget.
  11. Click the Done button:
    The workboard's done button saves the changes made to the Dashboard.

 

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Arrange Widgets

Who can use this feature?

System Administrator | Owner | Publisher | Author

Note: Residents are able to rearrange the widgets on their own dashboards.

 

Arrange Widgets for Administrators

  1. Sign in to your website solution
  2. Navigate to the My Dashboard module:
    The My Dashboard module allows the staff member to personalize their experience with the website.
    1. Click the Modules dropdown menu
    2. Open the Content tab
    3. Select the My Dashboard module
  3. Click the Modify the Master Dashboard button:
    The Modify the Master Dashboard button allows staff members to update or change the default dashboard that residents can see.
    Note: If the widget has already been added to the Dashboard, please skip to Step 7 of the Arrange Widgets section of this article.
  4. Click the Add a Widget button:
    The Add a Widget button lets the staff member add more widgets to the dashboard.
  5. Locate the widget you would like to add:
    The staff member can select a widget from a list of commonly used widgets.
    Note: To easily find a widget, use the Search bar.
    The Add a Widget search bar allows users to quickly locate the widget they want.
  6. Click the Add button next to the widget:
    Once the chosen widget is located, the Add button adds it to the Dashboard.
  7. Locate the widget you want to move to a new location:
    The newly added widget can be located on the Dashboard.
  8. Drag-and-drop the widget to its new location:
    When moving the Public Works Bid Opportunities widget from one location to another, the moving widget becomes semi-transparent so the user can see where they are placing the widget more easily.
  9. Click the Done button to save:
    The Done button allows a staff member to save the changes made to the master dashboard.

 

Arrange Widgets for Residents

  1. Sign in to the website
  2. Navigate to My Dashboard:
    The My Applications dropdown menu allows residents to quickly navigate to other commonly used applications on the website.
    1. Click on the My Applications dropdown menu
    2. Select My Dashboard from the list of options
      Note: You can also navigate to My Dashboard from your user profile page.
  3. Locate the widget you want to move to a new location:
    The My Groups widget that is going to be moved is located on the resident's dashboard.
  4. Drag-and-drop the widget to its new location:
    When moving the My Groups widget from one location to another, the moving widget becomes semi-transparent so the user can see where they are placing the widget more easily.
  5. View the widget's new location:
    The My Groups widget in its new location on the resident's dashboard.

 

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Remove a Widget

Who can use this feature?

System Administrator | Owner | Publisher | Author

Note: Residents are able to remove widgets from their own dashboards.

 

Remove a Widget for Administrators

 

  1. Sign in to your website solution
  2. Navigate to the My Dashboard module:
    The My Dashboard module allows the staff member to personalize their experience with the website.
    1. Expand the Modules dropdown menu
    2. Select the Content tab
    3. Click My Dashboard
  3. Click the Modify the Master Dashboard button:
    The Modify the Master Dashboard button allows staff members to update or change the default dashboard that residents can see.
  4. Locate the widget you want to remove from the Dashboard:
    The widget can be located on the Dashboard's workboard.
  5. To remove a widget, click the Remove this Widget (X) button:
    The Remove this Widget button allows staff members to remove unnecessary or out-of-date widgets from the master dashboard.
  6. Click the Done button:
    The Done button allows a staff member to save the changes made to the master dashboard.

 

Remove a Widget for Residents

  1. Sign in to the website
  2. Navigate to My Dashboard:
    The My Applications dropdown menu allows residents to quickly navigate to other commonly used applications on the website.
    1. Click on the My Applications dropdown menu
    2. Select My Dashboard from the list of options
      Note: You can also navigate to My Dashboard from your user profile page.
  3. Locate the widget you want to remove from the Dashboard:
    The widget can be located on in a list on My Dashboard.
  4. To remove a widget, click the Remove this Widget (X) button:
    The Remove this widget button allows residents to remove any widgets they no longer need or want on their dashboard.

 

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