Editing Dashboard: Workaround and How to Request Features
This article explains how to edit entries and fields in the dashboard and provides the current workaround.
Can I edit entries and fields in the dashboard?
- At present you cannot edit the dashboard.
Workaround: change your start page If you want something other than the default dashboard view (for example to focus on contracts), change your start page:
- Open the menu where homepage options are available.
- Select "set homepage".
- Choose the desired start page (for example: "Contracts").
Provide feedback for dashboard features
- You can submit requests for specific widgets or dashboard features (for example: all active contracts, counts of contracts expiring in 1/2/3 years, active tasks, or missing critical audit reports). These requests are collected for the product roadmap and development.
Conclusion Editing dashboard entries and fields is not supported yet. Use "set homepage" to change your start page as a temporary option and send feedback to request dashboard features.