Create or Clone a Dashboard

You can build as many dashboards that you need either by creating a new dashboard or copying a custom or out-of-the-box dashboard.

Create a Dashboard

You can create as many dashboards as you need.

  1. (Conditional) From within an existing dashboard, select ... > Create new Dashboard.

  2. (Conditional) From the Dashboards list, select +.

  3. Specify a Title for the new Dashboard.

    The title can be a maximum of 150 characters, and must be unique.

  4. To add a widget, select + beside Main Context.

  5. Choose the widget that you want to add.

  6. Modify the widget’s properties.

  7. Continue to add widgets as needed.

  8. Arrange the widgets how you prefer.

  9. Save your changes.

    Alternatively, you might choose to clone an existing dashboard or import a dashboard that someone else created.

Clone a Dashboard

To quickly create dashboards, you can copy an existing dashboard. For example, Inez Bates wants to customize an out-of-the-box dashboard and share it with her APJ analyst team. She clones the dashboard, then modifies some of the widgets to include only cases that the team owns.

By default, the Dashboard copies the name of the original version and adds “Copy of” to the name. You can change that title as part of the cloning process or edit the title later.

  1. From within an existing dashboard, select … > Clone.

  2. Specify a unique name for the new dashboard.

  3. (Optional) Indicate that you want to add the new dashboard to your Favorites.

  4. Save your changes.

    Alternatively, you can import a dashboard that someone else created.