The main dashboard can be accessed by clicking directly on the My Insight main menu option or the logo in the upper right hand corner of the form. Note* The My Insight text may have been changed by your administrator to terminology that is specific to your organization and the logo may be your own logo and not the Project Insight logo, however, both will still appear in the same places.
The name of the current dashboard is displayed in the highlighted form header bar. (Project Insight is the default name of the main dashboard as described previously).
To access other dashboards,
- Hover on the My Insight main menu option (or your organizations name for it),
- Hover on the Dashboard sub-menu option and a list of any additional dashboards (created by you or created by others and shared with you), will be listed.
- Click on one to display it. The name of the selected dashboard is displayed in the highlighted form header bar.
Any dashboard can be set as the main form displayed when you log in. See Favorites for more information on that.
- Choose the option to change the way the content is displayed on your dashboard. There are twelve different layout options to choose from.
- Click on the layout
Any components on the dashboard will be re-arranged to reflect the new layout.