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Can I customize my workflow dashboard?
Can I customize my workflow dashboard?

Customize your workflow dashboard to track the information that matters most to your firm

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a week ago

You can easily customize your workflow dashboard to only track the things that matter you your firm.

You can add or remove the information below and even drag the columns into the order you prefer.

  • Client name

  • Project name

  • Actual vs budgeted time

  • Start date

  • Internal due date

  • Due date

  • Assignees

To start customizing your dashboard. You can click the gear icon in the top right-hand corner.

Then you will be able to choose the metrics you want to display and the order you want them in on your dashboard.

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