Adding Dashboard Portlets

By default, the Dashboard displays the My Worklist portlet. In addition, you can add these portlets:

• Schedule Tasks—Displays a list of tasks and details for one or more schedules.

• Status Chart—Presents tasks grouped by status in the form of a graph for quick access to tasks that require attention.

• Status Overview—Presents an overview of a schedule, displaying daily workload and completion status.

You can add more than one copy of a portlet. For example, the Dashboard could include two My Worklist portlets, each displaying a different schedule. When you add a copy of a portlet, it is named with a number. For example, if you add Schedule Task portlets, they are named Schedule Task (2), Schedule Task (3), and so on; however, you can rename them.

Note:

The first four portlets are displayed on the main areas of the Dashboard. The Dashboard minimizes the portlet that has been idle the longest.

To add a portlet:

1. Select View, then Dashboard.
2. Select File, then New.
3. Select a portlet to add:

   • My Worklist

   • Schedule Tasks

   • Status Chart

   • Status Overview

   Tip:

   You can also add a portlet from the New menu option on the menu bar, or by right-clicking in the Dashboard and selecting a new portlet.