Rails Documentation
  • Welcome!
  • What is Rails?
  • Terminology
  • Quick Start
    • Account Creation
    • Organizations
  • Navigating your Homepage
    • Adding a Record
    • Bulk Upload
    • Using the Search Bar
    • Navigating the Objects Page
    • Editing a Record
    • Creating a New Object
    • Navigating Fields
  • CREATING CUSTOM DASHBOARDS
    • Creating a View
    • Adding a New Dashboard
    • Creating a Table Widget
    • Moving and Resizing Widgets
  • USING GUIDERAILS
    • What is GuideRails?
    • Example Usage
    • Limitations
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  1. CREATING CUSTOM DASHBOARDS

Adding a New Dashboard

They key to daily insights into your data.

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Last updated 9 months ago

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To create a new dashboard, click into the Dashboard tab on the left-hand bar, and press the Add Dashboard button on the top-right hand corner as seen below:

After clicking into Add Dashboard, a prompt asking you to name the dashboard will appear. For this example, I will create a new dashboard titled 'Contact Tracking' as seen below:

Now we can press save to finalize the creation.

If you have multiple dashboards, you can drag and drop to rearrange them. You can also create folders by pressing the Add Folder button on the top-right hand corner.

To add a dashboard into a folder, drag it into an existing folder where it should appear slightly tabbed in as seen below:

Note: Make sure to press the Save Layout button after adding folders or rearranging dashboards to keep the changes.

Adding a New Dashboard
Contact Tracking Dashboard
Adding a Dashboard to a Folder