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Custom Dashboards

Learn how to maximize the potential of our custom dashboards and tailor them to suit your specific requirements.

Sophia Terry avatar
Written by Sophia Terry
Updated over 3 months ago

You have complete control over the appearance of your Waybook dashboard. You can personalize it with a custom layout, edit, resize, and rearrange widgets to suit your preferences.

Step-by-Step Guide to Your Personalized Dashboard:

  1. Ensure that you have the 'Edit' button on the top right corner toggled on.

  2. Then select 'New Dashboard' and 'Add Widgets'.

  3. Feel free to select any of the widgets that you like. Once selected adjust the size to your liking.

  4. Continue to personalize your dashboard and even give it a name if you like.

  5. Once finished you can set it as your new home dashboard.

So, dive in, and start crafting a dashboard that reflects your priorities

Add Links to your Dashboards

To add links to your dashboard, navigate to 'Settings' and select 'Dashboard'. Here you can enter the links that you want along with the title.

This image shows where you can edit your welcome message and add links to dashboard

This feature allows you to add links to your dashboard for seamless navigation, allowing you to directly access specific references, sources, or supplementary information without leaving your Waybook.

What are the benefits of Custom Dashboards?

Custom Dashboards allow you and your team to unlock:

  • Flexibility like Never Before: Resize, reposition, add or remove widgets. You're the Picasso of your dashboard. Paint it the way you like.

  • Enhanced Productivity: No more wading through irrelevant info. See only what you need, when you need it.

  • A Boosted User Experience: With this feature, we're aiming to elevate your user experience. A smoother, more intuitive, and more personalized Waybook journey awaits you.

If you have any questions or would like help configuring your Custom Dashboard, feel free to reach out to the customer success team.

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