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?
No. Editing dashboard entries and fields is not currently supported. As a workaround, you can change your start page to a different view, or submit a feature request to help shape the product roadmap.
How can I change my start page as a workaround?
If you want something other than the default dashboard view (for example, to focus on contracts), change your start page:
- Click your profile or account menu, typically found in the top-right corner of the screen.
- Select "set homepage".
- Choose the desired start page (for example: "Contracts").
How do I request new dashboard features?
You can submit requests for specific widgets or dashboard features. These requests are collected for the product roadmap. Examples of commonly requested features include:
- All active contracts
- Counts of contracts expiring in 1, 2, or 3 years
- Active tasks
- Missing critical audit reports