How to setup the dashboard [Video]

In this training video, you can learn how to setup the contract dashboard. This includes enabling the contact dashboard within settings.

In Brief

  • Navigate to Settings → My Settings → Dashboards and make sure the Enable Contract Dashboard checkbox is ticked

  • Make sure you have set up the checklist for the relevant contract type *

  • Navigate to Tools → Dashboard Manager and choose Dashboard Setup Wizard. Complete the different steps of the wizard to clean up contract records and to make sure all the contracts are using the same checklist

  • On the Home screen, open the Contract Dashboard and choose a Contract Type. More details can be seen within the Detail Lists tab

*Please see the video, “How to to use checklists”

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