Overview: Create new dashboard workspace (Edify App)

Edify App > Dashboards > Overview: Create new dashboard workspace (Edify App)

This article provides an overview of the create new dashboard workspace which is where you start the process of building a new dashboard in Edify App.

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Overview

The Dashboards create new dashboard workspace is where you’re directed once you start building a new dashboard in Edify App from the list workspace.

In the top right corner of the Dashboards list workspace, there is one button that relates to the process for creating a new dashboard:

  • New Dashboard button: The New Dashboard button (paper with plus sign icon) is located in the top right corner of the list workspace. You can click this button to start the process for creating a new dashboard, which brings you to the create new dashboard workspace.

Upon clicking the New Dashboard button, the system displays the Create Dashboard form. This is where you start the process of creating a new dashboard. Here you enter the name, which you can edit later at any time.

Visual breakdown

Use the graphic and descriptions below to get a better understanding of each of these workspaces in the create new dashboard workspace.

  • Dashboard Name field: The Dashboard Name field is where you enter a title for the new dashboard. Once the dashboard is created, you can change this title at any time.

  • Exit form button (A): The exit form button (X icon) is located in the top right corner of the Create Dashboard form. You can click the exit form button to cancel the process of creating a new dashboard.

  • Save button: The Save button is located below the Dashboard Name field. You can click the Save button to initiate the process for creating a new, empty dashboard. You’ll automatically be directed to the Dashboard editor workspace.