Customize a dashboard with portlets
Organize your workflow and optimize your view with these dashboard customization tips.
Add or remove a view
To add a view:
- SelectAdd Viewin the dashboard.
- Enter a name for your new view.
- SelectOK.
To remove a view:
- Select
on the view's tab. - SelectYesto confirm deletion.
Add or remove portlets
To add portlets:
- SelectSelect Portlets.
- Mark the checkboxes next to the portlets you want to add.
- SelectOK.
To remove portlets: Select
in the portlet.
in the portlet.note
The Payroll Form & Filing Information portlet works best in its own view due to its dynamic content.
Resize portlets
- Hover your mouse over the border between portlets until you see a resize cursor:
or 
- Select and drag to resize.tipUse the
and
buttons in the portlet's title bar for quick size changes.
Move portlets
- Select and hold the portlet's title bar.
- Drag until you see the docking guides.
- Hover over a guide point to see where the portlet will land.
- Release the mouse to drop the portlet.
note
Drag a portlet to another screen to undock it. Drag it back to re-dock.
Stack portlets
- Drag a portlet as described previously.
- Hover over the middle of the docking guide.
- Release to create a new tab.