Create a Standard Shell Dashboard Manually

You can create a standard shell dashboard manually.

Prerequisites

• You have Manage Content or Modify permission for visualizations in Admin mode.
• You have the required permissions to administer shells or projects.

Procedure

To create a standard shell dashboard manually:

1. Go to the Company Workspace tab and switch to Admin mode.
2. In the left Navigator, select Visualizations, and then Content.
3. In the Content log, select Create.
4. To add a visualization to the standard shell dashboard, create a Shell Details content item.

   For more information, see Create or Edit Shell Details for Visualizations in Projects/Shells.

5. Optional: In the Shell Details content item, add system-defined KPI cards for Emails, Notifications, E-Signatures, and Tasks to allow the logged-in user to access the corresponding logs.
6. Optional: To display images in the standard shell dashboard, create an Images content item.

   For more information, see Create or Edit Images for Visualizations in Projects/Shells.

7. Add additional tabs or types of charts to the visualization as needed.
8. Make changes necessary to finalize the visualization.
9. Set the visualization as the default dashboard for the shell.
10. To add Shell details, in the left Navigator, select Properties and enter information in each tab.