WorkSmart Platform
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🚫
Low code, Unified Platform
📁
Files Manager
📈
Custom Database Apps
➡️ Spreadsheet To Smart Apps
📝
Kanban WorkFlows
📋
Reports Management
✔️ Smart Dashboards
📚
Sites Management
Working with Sites
Site Members
Managing Sites
Creating a New Site
Editing a Site
Making a Site Active
Archiving a Site
Deleting a Site
Customising Site Dashboard
Exporting Site as Template
Site Quota Settings
Notification Settings
Site Categories
Site Statuses
📖
Address Book
📜
Billing and Payment
💫
Portal Administration
👤
My Account/Profile
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Customising Site Dashboard
  1. 1.
    Go To Site Admin (It is located on bottom part of Site menu or on the top left corner of the Site)
  2. 2.
    Click on “Manage Dashboards” on the left hand menu
  3. 3.
    Click on Modify icon
    next to “Site Dashboard”
  4. 4.
    Click on any widget button from “Available Widget” section to add it to the Site Dashboard. It will be added to “Selected Widgets” section
  5. 5.
    To customize individual widget, click on Settings icon
    in the widget
  6. 6.
    Provide “Display Name” and “Widget Size”
  7. 7.
    Following widgets available to insert in the Dashboard:
    1. 1.
      Recent Updates
    2. 2.
      Site Members
    3. 3.
      Brand Logo
    4. 4.
      Announcements
    5. 5.
      Getting Started
    6. 6.
      Chart View
    7. 7.
      Table View
    8. 8.
      Data Link
  8. 8.
    Click “Apply” button to save the dashboard changes
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Deleting a Site
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Exporting Site as Template
Last modified 1yr ago
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