Add a Widget to the Dashboard

You can customize the dashboard by adding widgets to quickly see the information you need to make informed decisions about your projects and business.

Fastpath: My Field View > Dashboard
  1. Confirm that the correct business unit is selected in the Current Business Is field, and that the correct project is selected in the Current Project Is field.
  2. Select My Field View > Dashboard.
    Note: The Dashboard opens automatically when you log in to Field View.
  3. Click on the tab where you want to add the widget.
  4. Point to one of the following buttons and select the type of widget you want to add to the dashboard.
    Point to this button to select a task widget.
    Point to this button to select a form widget.
    Point to this button to select a process complete widget.
    The selected widget is displayed in a new window.
  5. Click on the widget window, drag it on to the dashboard, and then drop it when it is the location you want.
    A dark blue highlight indicates where the widget will appear when it is dropped.
Set filters on the widget to configure the information you see.