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Adding a Card to the Personalized Dashboard

Paige Freeman
  • Updated

To add a card to your dashboard:

  1. Click the Add New Card button in one of the available card spaces. If no card spaces are available, you must remove a card before you can add another.
  2. The Dashboard Cards menu displays, as shown below.
  3. Choose the card you would like to add to your dashboard from either the Personalized Cards or Organization Cards section. Personalized Cards are cards that you can add to or edit for your own personal use. Organization Cards contain data that is set by the organization. For more information, please see Organization Cards.
  4. Once you have selected the card you wish to add, the card displays on your dashboard, as shown below.