Adding panels and widgets to your dashboard in the Task Focused UI

The dashboard allows you to create your own personalized dashboard panels.

The following types of panels can be added to your dashboard:

Charts
For more information, see Adding a chart panel.
Custom panels
For more information, see Adding a custom panel.
Favorite objects
For more information, see Adding a favorites panel.
My Tasks
For more information, see Adding a My Tasks panel.
Oversight Tasks
For more information, see Adding an Oversight Task panel.
Reports
For more information, see Adding a Reports panel.
Subscribed Tasks
For more information, see Adding a Subscription Task panel.

You can add as many panels as you want to your dashboard. Panels might appear on your dashboard that you did not define in the Task Focused UI. They can come from two sources:

Dashboard panels that you defined in the Standard UI.
If you defined panels for your dashboard in the Standard UI, those panels are also displayed on your dashboard in the Task Focused UI.

You can rearrange these panels and remove them from your dashboard in the Task Focused UI. For more information, see Adding panels and widgets to your Dashboard tab.

Dashboard panels that are defined in the Standard UI are displayed in the Task Focused UI the first time a user signs on to the Task Focused UI. Subsequent changes to dashboard panels that are defined in the Standard UI are not brought over to the dashboard in the Task Focused UI.

Dashboard panels that are defined in the Standard UI for global search are not displayed on a dashboard in the Task Focused UI.
Dashboard panels that an administrator defined for the profile that you belong to.
These panels are automatically displayed on your dashboard. You can rearrange them and hide them. Administrators can add or change the default panels at any time. If you configured your dashboard and an administrator later adds a panel to the default dashboard, your layout remains unchanged and the new panel appears at the bottom of your dashboard.

Administrators can define Search panels that use global search. For more information, see Searching for objects using global search (Task Focused UI).

Regardless of where the panels come from, you can reposition them on your dashboard in the Task Focused UI by dragging them and placing them where you want them.

The configuration of your dashboard is saved in the database and not in the web browser cache. This means that you can clear the cache, switch to a different browser, or log in from a different computer without changing the configuration of your dashboard.

Dashboard panels are displayed side-by-side and down the screen. The screen width dictates how many dashboard panels are displayed side-by-side. On smaller screens, for example, on tablets and phones, panels might be displayed straight down the screen. Scroll down to see all panels. You can use a drop-down list to switch between tabs.

Tabs for reports are part of the dashboard that an administrator defined for the profile that you belong to. Administrators can add or change the tabs for reports at any time. You can retain the report tabs that an administrator defined for your profile and also define your own. For more information, see Adding a Reports tab.

Trouble:

If the Dashboard encounters a problem and cannot render, you can apply safe mode by adding ?safeMode=1 to the end of the URL. The rendering process stops and you can access the dashboard configuration to debug the problem. Remove ?safeMode=1 from the URL to exit safe mode.