Skip to main content

Manage dashboard layout and presets

Use the dashboard toolbar to switch pages, enter edit mode, manage layout presets, and reset or save your dashboard layout.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the dashboard toolbar​

At the top of your dashboard, locate the toolbar which shows the current dashboard level, page switcher, role variant selector, and edit controls.

Open the dashboard toolbar

Step 2: Switch between dashboard pages​

Use the page switcher to move between different dashboard pages so you can review or adjust layouts for each page separately.

Switch between dashboard pages

Step 3: Select a role variant​

Open the role variant selector and choose the role or variant you want to configure so that the layout matches the needs of that audience.

Select a role variant

Step 4: Enter edit mode​

Click the Edit button to enable edit mode, allowing you to rearrange widgets and adjust the dashboard layout.

Enter edit mode

Step 5: Add widgets to the dashboard​

Select the Add widget button to insert new widgets into the current dashboard layout, then position them as required.

Add widgets to the dashboard

Step 6: Manage layout presets​

Open the layout presets menu to save the current layout as a preset, or apply an existing preset to quickly reconfigure the dashboard.

Manage layout presets

Step 7: Show or restore hidden widgets​

Use the hidden widgets option to review any widgets that have been hidden and choose whether to display them again.

Show or restore hidden widgets

Step 8: Save your layout and exit edit mode​

When you are happy with the changes, use the save and exit option so that your layout updates are stored and edit mode is turned off.

Save your layout and exit edit mode

Step 9: Reset the layout if needed​

If the layout becomes cluttered or confusing, use the reset option to restore the dashboard layout to its default configuration.

Reset the layout if needed

Last updated: 2026-07-30