How-to questions
Hi! Don’t forget to take a look in the Knowledge Base for answers to common questions :)
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change the layout of my dashboard?
I would like to have my "Checklist Tasks" at the top and my "In Process Checklist Tasks" below it. That way I can see the due dates for the checklists at the top of the page. If that isn't possible, is there a way to add the due dates of the checklists to the "In Process Checklist Tasks" window?
1 vote -
How do I know I'm doing the process right?
I applied for support but have not yet received any mail or response. How do I know it is active and how much longer should I wait?
1 vote -
Change the order of the buttons on the Shortcut panel section on a dashboard?
I have many dashboards that are ever evolving and there is not a way that you can change the order of the buttons in a shortcut panel section without deleting buttons and readding them in the order that you are wanting.
1 vote -
Is there a way to set up user dashboards to just show the records of the user?
I have 4 sales guys and want to be able to use the same views for each on their dash but only have their files come up.
Currently they have 6 views with 6 filters to allocate files to each of them (so 24 views with 24 filters built to make it work)
Is there a way to set up a master dashboard which everyone logs into and they just see the files they are working on without having to replicate the whole setup for each user?
4 votes -
How can I share a dashboard?
I have several tables and views saved within one rolled up dashboard. I would like to share this dashboard via email weekly with our team. Is there a way to share dashboards? Or does anyone have a creative idea for sharing more than one view?
10 votes -
1 vote
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print a dashboard
I am new to TrakVia and have enjoyed using it for our application, but I have a superb dashboard, which I would like to send to all executives every 15 days, but seems there is currenly no way to print dashboard. I have to print each view individually, which is time consuming. Wish we can print from Dashboard and further if I can automate it to send it out to people with email address (non track via users) every 15 days, that would be fantastic!!
9 votes -
Section Headers on Dashboards
I would like to be able to add a Section Header on dashboards. For Example: a current dashboard may contain data for 3 different pieces of data that belongs to one site. I want to be able to TITLE the sections - Section 1, Section 2, Section 3, so that when paging down the dashboard there is a specific division between the data.
The issue is that if I create a dashboard for each site with each piece of data I will have 18 different dashboards and that's just unwieldy to manage. Also, only 4 + 1 tab shows across…
3 votes -
Create a dashboard with pull down menu
I have 4 tables (Clients, Projects, Notes, Tasks). I want to create one Dashboard that, from a pulldown menu, I select a client, and have the projects, notes, and tasks associated with it show up below it.
2 votes -
How do you get the Website to show up in a Dashboard? When I add one it is just blank but it does link to the website if clicked?
How do you get the Website to show up in a Dashboard? When I add one it is just blank but it does link to the website if clicked?
1 vote -
why are my app dashboard barcharts different to my actual dashboard barcharts?
I've created various status barchart views for one of my apps on my computer and added to a dashboard. On the computer they look great. When I view them on my ipad most of the funtionality has been removed and they don;t match what I see on my computer.
Is tehr a reason for this?
1 vote -
integrate a google map?
Put in a google map, with multiple locations.
17 votes
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