Managing Dashboards

CSM Dashboards are managed using the Dashboard Manager and the Dashboard Editor.

Use the Dashboard Manager to complete general CSM Item Manager operations for Dashboard, including:

• View a Dashboard.
• Create a Dashboard.
• Edit a Dashboard.
• Delete a Dashboard.
• Search for a Dashboard.
• Organize Dashboards.
• Copy a Dashboard.
• Import/export a Dashboard.
• Find Dashboard dependencies.
• Add a Dashboard to the Desktop Client Task Pane/toolbar.
• Pin a Dashboard.

Use the Dashboard Editor to:

• Select a Dashboard background color.
• Size the Dashboard background.
• Add one or more Widgets to the Dashboard.
• Define how each Widget looks and behaves on the Dashboard: Text, size, color, style and gloss, image, alignment, anchoring, layering, and visibility.

Good to know:

• Good design is important. Before creating a Dashboard, see Design a Dashboard.
• See Dashboard Editor Behaviors for tips on working with Widgets.