Your BoardSite dashboard brings priority actions, activity, meetings, tasks, and shortcuts into one place. You can choose which widgets appear and restore the default layout at any time.
Open dashboard customization #
- Select Dashboard in the navigation.
- Select Customize Dashboard.
- Use the checkboxes under Show/Hide Widgets to display or hide each section.
Available widgets #
Depending on your role and organization features, the panel can include Priority Actions, Stats Overview, Analytics Charts, Recent Logins, Upcoming Meetings, My Tasks, Discussions, Announcements, Quick Actions, Calendar, and Recent Activity. In the validated Director view, analytics, organization statistics, and recent-login widgets were not offered.
Save or reset the layout #
- Make your selections.
- Select Save Layout to keep them.
- To start over, open the panel and select Reset to Default.
Note: Dashboard content is permission-sensitive. A widget may be hidden or empty when your role cannot access the underlying records. A visible shortcut can also depend on a separate permission; contact an administrator if a destination is unavailable.
