Your Dashboard is specific to you, so each user can customize their own view without affecting others' dashboards.
To configure what Dashboard cards you want to see, click the “Dashboard Settings” button with the gear icon in the upper right-hand corner. This will take you to a window where you can add or remove widget(s) from your Dashboard. On the left-hand side of this window are cards that are currently on your Dashboard. On the right-hand side are cards you are currently not using and are available to add. If there is a widget on your dashboard that you do not want to see, you can click on the trash icon on the right to remove it. If you would like to add a card – click the “+” sign on the right. Once you are done selecting and/or removing – click the "Save" button at the bottom right.
Once back on your dashboard, you can drag and re-position the cards to further customize your view by clicking on the card name at the top of the card.
Adding a Card:
To Add a card to your Metrics Dashboard, please click on the gear icon found in the top-right of your current dashboard.
Clicking on the gear icon will open a menu that shows your existing dashboard cards on the left-side panel, and the available cards to-be added on the right panel. You can add multiple versions of the same card. This is particularly useful when, for example, you are tracking the weekly hours of yourself and a colleague - each of you would have a version of this card configured to show your respective data.
Removing a Card:
Clicking on the gear icon will open a menu that displays your existing cards along the left-side panel. Clicking upon the trashcan icon to the right of any of the existing cards will remove it from your dashboard.
Moving a Dashboard Card:
The new Firm Metrics Dashboard features a drag-and-drop functionality that allows you to click and drag any card to rearrange its position. The cards are setup to follow a grid, so dragging a card to a different location will cause the other cards to adjust their position accordingly to make space for the new card.