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Dashboards and Locations

Project and organisation dashboards, their widgets, and the Locations hub.

What you will learn

  • Read the Project Dashboard
    Move between the dashboard tabs and use Quick Create to start a record.

  • Build a dashboard
    Select Add dashboard, choose who can see it, then add, drag and resize widgets in Edit layout.

  • Read the Organisation Dashboard
    Open the Organisation Dashboard to see the organisation's projects and widgets that read across them.

  • Browse Locations
    Open Locations, drill from a building to a level and open the records filed there.