Customise your start page
Show or hide sections, change their order and size, add more building blocks and set a default for your company.
You decide which sections your start page shows and in which order. The choice applies to you only and is the same on the web and in the app.
Step by step
- Open Dashboard and press Customise.
- Under On the start page, show or hide each section.
- Move a section by dragging it or with the arrows. The arrows also work from the keyboard.
- Choose the Size: Large (main column) or Small (side column).
- Under More building blocks, tick a box to add one. Use Search building blocks to find it.
- Save. To go back, press Restore default.
Building blocks
The blocks are grouped as Overview, Finance, Sales & customers, Projects & tasks, Appointments & calendar, Support, Team, Company & plan and Custom dashboards & reports. Blocks from earlier dashboards are there too, marked Formerly. A block appears only when there is something to show.
Default for your company
Administrators can save the current selection as Company default per role. Choose the Role and press Save as company default. A person who has set up their own layout keeps it.
Nothing is tracked — the buttons only open a message so you can tell us what was missing.
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