Creating Custom Views

Creating Custom Views

Review how to customize the Dashboard and create and save useful views.

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About this course

The Dashboard allows you to personalize views of contract activity to prioritize the most important work. Here, you will see how to save customized views so you can get the most out of the dashboard at all times.

Time Commitment: 6 Minutes

By the end of this course, you will be able to:

    • Use filters and columns to create custom dashboard views
    • Save dashboard views to easily find most relevant workflows
    • Share and export custom views 

 

Curriculum6 min

  • Enhanced Dashboard Views
  • Wrapping it Up
  • Course Feedback
  • What's Next?

About this course

The Dashboard allows you to personalize views of contract activity to prioritize the most important work. Here, you will see how to save customized views so you can get the most out of the dashboard at all times.

Time Commitment: 6 Minutes

By the end of this course, you will be able to:

    • Use filters and columns to create custom dashboard views
    • Save dashboard views to easily find most relevant workflows
    • Share and export custom views 

 

Curriculum6 min

  • Enhanced Dashboard Views
  • Wrapping it Up
  • Course Feedback
  • What's Next?

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