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
Comments
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.
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.
Am i missing something here, i don't think this answers the questions. We can't add new cards to dashboards. Please advise. thanks.
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:
Here's an article that helps with how to create a dashboard card.
Hope that helps!
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