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Stephan Ebisch
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New Cards in dashboards

Hey there,

we watched the webinar on the new dashboards and want to use them now. Problem is that we can´t add any new cards to one of our dashboards.

Except for changing the size of the cards we can´t do any actions in this screen. Is this feature not completely finished or what is going on.

 

We would be pleased to receive an answer soon.

Best regards
Stephan

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4 comments
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  • Avatar
    Ed B.

    Hi Stephan,

    Thanks for contacting us. 

    I'll be opening a ticket on your behalf so that we can gather some more data regarding your issue. 

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  • Avatar
    Ed B.
    (Edited )

    Hi,

    Every Insightly plan includes standard dashboards. You can learn more about our Standard Dashboards here: Insightly's Standard Dashboards.

    With our Professional and Enterprise plans, you can create your own custom dashboards for Leads, Opportunities, and Projects. 

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    Oscar Biondolillo

    Am i missing something here, i don't think this answers the questions. We can't add new cards to dashboards. Please advise. thanks.

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  • Avatar
    Alejandro A

    Hello Oscar,

    To add new cards to dashboards you'll first need to create your own Dashboard. This feature is only available on Professional and Enterprise. 

    Here's how to create a Dashboard:

    1. Click Dashboards on the navigation bar.
    2. Click New Dashboard.
    3. Fill in the dashboard name, description, and visibility permissions.
    4. Click Save.
    5. To start adding cards, click Actions and select Create New Card.

    Here's an article that helps with how to create a dashboard card. 

    Hope that helps! 

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