Articles on: Dashboard

Editing The Dashboard

The Dashboard is the first page users see, when logging in to BoardSpot. This is a wonderful place to highlight your Board's goals and progress, share timely news, etc.. This article explains how to update the Dashboard.

Organization Admins can customize the Dashboard. Contact your organization's administrator(s) for assistance with this.

Updating the Dashboard:


Log in as admin user and navigate to Dashboard page.
Select Edit Dashboard at top right.
Click + Add section and choose the number of columns, as well as the layout width.
Click +Add block and select whether you want the block to be a text field, an image, a chart or a thermometer.
Layout options include number of columns, width of each column, adding charts or thermometers, uploading images, and typing in written text.
You can use the up/down arrows symbol to move sections within the dashboard.
The pencil symbol allows you to edit existing sections and blocks.
After updates are made, select Save, at top.

Adding Sections to the dashboard:




Adding Blocks to the dashboard:




Customizing widgets, goals, and charts on your Dashboard:




A dashboard example:


In this example the Section is four columns of equal width, and Text was added to each block, sharing the organization's four Goals. Under that a pie chart and a goal thermometer were added to visualize the goals.


The Dashboard page shows each member's next meeting, followed by an information section, and finally a list of additional future meetings. Members will see a list of their next and upcoming meetings based on the board and committees they are members of. These lists of meetings is updated automatically.

Updated on: 31/07/2024

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