This feature is only available on the Shaker Advanced plan. Contact support for access.
The team dashboard has many added functions beyond what's offered with the individual user dashboard. With the advanced team dashboard, admins can switch between a personal and a team view of all information and tasks. Users also have access to more reporting widgets and can customize their dashboard to show the metrics that matter most to the team.
How to access the team dashboard:
In the top right corner of your dashboard, you will see a dropdown menu. By clicking that dropdown you now have the ability to select from either "My Dashboard" or "Team Dashboard" and you can also select the timeframe you want to be displayed.
How to add or remove dashboard widgets:
- Hover over a tile that is already on your dashboard and click the three dots that appear in the top right corner of the tile.
- Choose add or remove.
- Selecting add will reveal the options available for additional metrics.
To rearrange the tiles on your dashboard you simply click and hold the tile you would like to move, and drag it into the position you would like it to show. These tiles must still remain at the top of the dashboard, but you can put the tiles in the order you would like for them to appear.