Upon logging into your account, the first thing you'll encounter is the Dashboard—a central hub providing a snapshot of your account's activity. This overview includes everything from pending tasks to the movement of your contacts within the system. However, the default layout might feel a bit generic or unclear to your team. By incorporating specific elements, you can enhance the dashboard's organization, aesthetic appeal, and overall usability.
To begin customizing your Dashboard, start by entering Edit mode. You can do this by selecting the pencil icon.
Next, click on the "Add Widget" button. This action will bring up a menu displaying various widgets and elements available for adding.
At this point, switch over to the "Elements" tab. Here, you have the option to add Titles, Textboxes, or Images.
After choosing the element you wish to add, configure it according to your requirements. Once you're satisfied with the setup, click the "Save" button to apply your changes.
That’s it! You’ve successfully learned the basics of adding elements to your dashboard. If you’re interested in mastering each type of element and optimizing your dashboard further, be sure to explore our comprehensive article library.
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