The tile dashboard

The tile dashboard

Intro

When users log in to your management system, it is very important that they can immediately find what they were looking for. We therefore create a tile dashboard for the user so that when he logs in, he sees tiles directly to the most commonly used functions.
In addition, different departments use different functions and want to monitor other things. You can therefore also add tabs so that you can create your own tab for each department. Finally, you can also hide certain tiles from certain user groups. This allows the dashboard to be modularly set up.



Setting up a tile dashboard

To set up a tile dashboard, you first need a manual. If you don't have this one yet, thenCreate it with the manual editor.
If you have a manual, open the manual editor:


  1. You then click on the settings button at the top right and then go to the tabDashboards
  2. Here you click onAdd. He then adds a dashboard drive that you can expand by clicking on it.
  3. Once you do this, you can change the type of dashboard toTile dashboard.
    You can also give a title. This title is used in the menu to go to this dashboard.
  4. Close the popup by clicking onSaveAnd save the manual.
As soon as you change the browser, you will find underDashboardsYour dashboard:


Tile dashboard settings

To edit your tile dashboard, click onEdit.
Once you do this, you will be in editing mode of your tile dashboard.
Here you will find the settings of the dashboard itself on the right:


This allows you to adjust all kinds of settings such as:
  1. Title: This is the name of the dashboard as it appears in the left menu
  2. Icon: You can give your dashboard an icon for recognition
  3. Color: This color is used in combination with the icon
  4. Number of columns: From Professional suite it is possible to have more than 4 columns. These columns target the number of columns that the grid has in which tiles are placed. In the example above, the dashboard has 6 columns and each tile uses 2 columns width.
  5. Is mobile dashboard: Once you activate this, your dashboard will appear in the app. You can have multiple tile dashboards, but you can only do oneMobileTile dashboard
  6. Full screen: Normally there is room between the left menu and the top menu and the tile dashboard. If you do not want to do this, because you want to make maximum use of the available space, you can turn it off.

Add tabs

Once your dashboard is set up, you can add tabs. This is not necessarily necessary, but is generally useful.
Usually the first tab is a kind of "Home" tab. This is the first thing people see when they log in and so it usually sets tiles that refer to the most commonly used features. Like reporting an issue. Starting a toolbox or showing certain procedures.
In addition, tabs are often added for certain departments.
What's interesting here is the fact that you can hide tiles from people who are not in a certain group.
And if a user is not allowed to see any tile on a tab, he won't see the entire tab.
That way you can make your dashboard modular.

Add a tab

You can add a tab by clicking the lock on the right.
When you do this, you can click the plus button to add a new tab:

Once you do this, you will be asked to name your new tab. You can always adjust this afterwards.
Once you have done this, your tab will be added.

Publish a tab

Once you have created a tab, it is initiallyConcept. This means that it is only visible in edit mode. Users who view the dashboard will not see this tab. When you click onConceptYou will be asked if you want to publish the tab. If you are hereYesSay, then the tab will bePublishedIt becomes visible to other users.
When you click onPublishedYou can also return the tab.Conceptplaces.


Customize a tab

When you click on the top right, you can edit the tabs. Once you do this, you can:
  1. Change the title by clicking the tab.
  2. Move the Move tab: by clicking the before and after the title arrows.


Delete a tab

When you click on the top right, you can edit the tabs. Once you do this, you can open a tab and then click the trash icon to delete the tab:



Linking tabs

You can also add link tiles on your tab that link to another tab. More about this can be found below, but this allows you to create some kind of menu using tabs and tiles.

Add tiles

You can add a tile by clicking on the green plus button:


When you do this, you will be asked to give a name to your tile.
Once you have done this, the tile will be added.

Editing tiles

You can edit the tile by clicking the pen at the top right of the tile:


When you do this, you no longer see the dashboard settings in the sidebar, but now the tile settings.
The settings available depend on the tile type.
But a number of institutions are always available. These are:
  1. Type: Determines the tile type (button, form, chart etc)
  2. Title: This is the title visible at the top of the tile
  3. Tile width: Allows you to specify how many columns the tile should take
  4. Tile height: Allows you to specify how many rows the tile should take
  5. Hide on mobile: Allows you to hide certain tiles in the mobile version of the dashboard
  6. User groups whitelist: Allows you to indicate that you have to sit in a certain group to see this tile.

Increase, resize and move tiles

You can enlarge tiles through the settings. But you can also do this by clicking on the arrow at the bottom right of the tile and dragging it.
You can move the tile by clicking the title of the tile and dragging it to where you want it.

Tile types

There are plenty of tile types you can use. You can read more about this in the following articles.

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