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Configure your dashboard layout

Use the dashboard toolbar to edit layouts, manage presets, switch role variants and reset or save changes to your dashboard.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the dashboard toolbar​

Navigate to your dashboard; the toolbar appears at the top with controls for editing, presets, role variants and more.

Open the dashboard toolbar

Step 2: Enter edit mode​

Select the Edit button (pencil icon) to switch the dashboard into edit mode so you can rearrange or remove widgets.

Enter edit mode

Step 3: Add new widgets​

Click the Add widget button (plus icon) to open the widget picker and place additional widgets on your dashboard grid.

Add new widgets

Step 4: Manage hidden widgets​

Use the hidden widgets control (eye-off icon) to review any widgets that are currently hidden and choose which to show again.

Manage hidden widgets

Step 5: Apply or manage layout presets​

Open the Layout presets menu (layout icon) to apply a saved dashboard arrangement or manage existing presets.

Apply or manage layout presets

Step 6: Select a role variant​

Use the Role variant selector to view or configure dashboard layouts tailored to specific roles or audiences.

Select a role variant

Step 7: Review inheritance and navigation​

Use the inheritance indicator and page switcher to see how the current layout is inherited across organisation, project or other levels, and switch between levels if available.

Review inheritance and navigation

Step 8: Save changes and exit edit mode​

When you are satisfied with the layout, click the Save button (disk icon) to save your changes and leave edit mode.

Save changes and exit edit mode

Step 9: Reset layout when needed​

If allowed, use the Reset button (rotate icon) to revert the dashboard layout back to its inherited or default configuration.

Reset layout when needed

Last updated: 2026-08-04