Overview

This function displays all the necessary information in a list, such as the latest news, announcements, message boards, links to apps you have created, and other sites.

Usage

The steps to use the dashboard are as follows:

1. Create a "「Dashboard」"
2. Add parts to a dashboard
3. Set the dashboard as the home screen if necessary

Create a Dashboard

The dashboard can be operated in the same way as the "Site Function". There is no limit to the number of dashboards you can create. Please refer to the following for details. Dashboard Creation | Pleasanter

Add Parts

Add parts in "Dashboard Management". The parts that can be added are as follows:

Parts	Function	Main Uses
Quick Access	Display links to folders and tables.	Shortcut menu for each site and table
Timeline	Display records in a specified table. You can filter the records to be displayed and specify the display order.	Display new assignment tasks and bulletin board posts
Custom	Display the specified text. You can enter text using "Markdown" and paste "Image".	Display usage and help text, etc.
Custom HTML	Display the HTML content you specify. By combining it with "Script" and "Style", it can be expanded for various purposes.	Embed graph charts, videos, maps, and calendars
Calendar	Display a calendar. It is possible to display schedules from multiple tables at once.	Check schedules on the dashboard
Kanban	Display a Kanban. It is possible to move items on the dashboard by dragging and dropping.	Update the owner, status, etc. on the dashboard
List	Display a list of records. It is possible to display records from multiple tables at once.	Check records on the dashboard

Please refer to the following for details.

Set on Top Screen

You can set the dashboard created in "Tenant Management" as the top screen. If you have created multiple dashboards, configure one of them. Please refer to the following for details. Tenant Management Function