Embedded Files
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Overview
Overview
Each user has an individualized Dashboard with customizable insights into assigned work, past due work, assets, pending user requests, recent updates, and custom embeds.
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Refresh Dashboard
Refresh Dashboard
Selecting this icon will refresh the data displayed in the cards within the Dashboard.
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Customize Dashboard
Customize Dashboard
The Customize Dashboard icon allows a user to disable or enable default Dashboard cards and add embedded links to their Dashboard. Default cards include:
Custom Embed - Embed an Atom report or other link.
My Open Work - This will display all incomplete work assigned to the user and is enabled by default.
Pending User Requests - This will display a count of pending access requests and is enabled by default.
Inventory Count by Inventory Type - This will display a pie chart depicting the distribution of inventory by type and is enabled by default.
Past Due Work - This will display a list of past due work assigned to the user.
Recently Updated by Me - This will display Atom records recently updated by the user and is enabled by default.
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Deleting, Editing, & Moving
Deleting, Editing, & Moving
To reorder cards in their respective columns on your Dashboard, hover your cursor over the header of the relevant card until you see the drag indicator, then move it to the desired location. While hovering your cursor over the card header, card deletion and edit icons will also be displayed.
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