Article: Managing the Dashboard Page

Managing The Dashboard Landing Page

Depending on your service package level with OnBoard, you will have the ability to customize the panels that display on the Dashboard landing page. Click the Edit Panels button in the upper right corner of the screen to get started. We can choose five different panels to add to the Dashboard landing page, but we can choose these five more than once. As an example, perhaps you’d like to have your Welcome panel, an Announcement panel, and two Resource panels. That is possible! Just use the drag-and-drop feature to move a panel from the right column into the middle column. These panels can be reordered by dragging them up or down in this column.

The Welcome Dashboard Panel

The Welcome Panel is a great way to introduce a new member of the team to your organization, or to simply provide a nice message for all users to view when the initially log into OnBoard. The Welcome Panel’s edit screen is where you can change the title of the panel, the message inside, as well as add a picture to your message.

The Announcements Dashboard Panel

Announcements are an excellent means of communication through OnBoard. The Announcements Panel is where these messages will live. The panel can be edited to show a various number of recently sent announcements. For more information on how to create an announcement, please be sure to check out the Creating Announcements article.

The Meetings Dashboard Panel

Configure the Meetings Panel to display the next few upcoming meetings relevant to you! Not only does this list provide a quick look at what is on the schedule, but it also functions as a set of shortcut hyperlinks. Click any meeting in the list to view its full details.

The Resources Dashboard Panel

Do you have a Resource folder full of commonly-accessed documents? Placing a shortcut to them in the Resource Panel on the Dashboard page can help save valuable time! In fact, placing multiple Resource panels on the Dashboard will allow you to display multiple different folders of Resource materials.

The Actions Dashboard Panel

Important Actions, such as Approvals, Surveys, and eSignatures can all be configured to appear inside the Actions Panel. This allows quick and easy access to participate in any of these actions.  Edit this panel to choose a specific type of Action to display. This means multiple Actions panels can be used to separate each different type!