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Changing your dashboard layout

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Note: The following content, referenced from Pega Community, is included here to help you better achieve the module learning objectives.

Find basic information about your application more efficiently by organizing your dashboard in a comprehensive and transparent way.

  1. In the header of your workspace, click the Personalize the dashboard icon.

  2. In the Edit dashboard panel, click Switch template.

  3. In the Select a template window, review the template preview, and then select the template that you want to use.

    The template previews include the numbers, sizes, and relative positions of slots that they contain.

  4. Click Publish.

Note: Users see an updated version of the dashboard when they log on to your application.

  • Sharing a dashboard with your team

    As a team manager, you can publish your dashboard to share it with your team. By providing a baseline layout with commonly used tools, you can help team members save time while they set up their environment.

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