Creating a shared dashboard


A shared dashboard can be shared to other users, roles, or sites. For example, if you create a shared dashboard for the site “Holiday Merchandise,” that dashboard is also available to editors working on any other site.

The following procedure describes how to create a shared dashboard.

  1. Click menu > Admin > Dashboards.
    1. From the Dashboard or Default Dashboard list, select New Dashboard.
    2. Enter a name for the dashboard. This name is used internally to reference this dashboard.
    3. Add columns to the dashboard by doing the following:
      1. Click add_circle_outline to add a dashboard column.
      2. From the Widgets list, select a widget to include in the dashboard column. For a list of available widgets, see Standard dashboard and widgets.
        Adding widget to the dashboard.png Adding widget to the dashboard.png
      3. Resize the columns by dragging the resize button, or click view_column to set all the column widths to be equal.
      4. Repeat steps a–c to add more columns and widgets to the dashboard.
    4. Add tabs to the dashboard by doing the following:
      1. Click more_horiz> Tabs. 
      2. Under Tabs, click add_circle_outline.
      3. Enter a name for the dashboard tab.
      4. Click add_circle_outline to add a dashboard column.
      5. From the Widgets list, select a widget to include in the dashboard column. For a list of available widgets, see Standard dashboard and widgets.
      6. Resize the columns by dragging the resize button, or click view_column to set all the column widths to be equal.
      7. Repeat steps b–f to add more tabs to the dashboard.
        Dashboard slider and tabs functions.png Dashboard slider and tabs functions.png
    5. Click Save.
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