Docs Airdesk (EN)
  • Airdesk Documentation
  • Before You Start
  • Introduction
  • 💻Interface
    • Overview
      • Navigation
      • Filters
      • Summary
      • Menu (+) and (---)
      • Views
      • Favorites
    • Authentication
      • Reset Password
    • User
      • Add
      • Search
      • Notifications
      • Activity
      • Edit Profile
      • Inbox
    • Dashboards
    • Contacts
      • Accounts
      • Contacts
      • Import
    • Sales
      • Deals
      • Contracts
      • Subscriptions
      • Classification
      • Billing
    • Services
      • Calls
      • Projects
      • Cases
      • Tasks
        • Checklists
      • Time
      • Automation
        • Interface
        • Key Concepts
        • Elements
        • Variables
      • Pipelines
    • Marketing
      • Social Media
      • Email Signature
    • Reports
      • Services
        • Timesheet
        • Tasks
        • Cases
        • Projects
      • Sales
        • Contracts
        • Deals
        • Classification
    • Administration
      • Dashboard
        • General
          • General
          • Exports
        • Companies/Subsidiaries
        • Departments
        • Teams
        • Users
          • Invitations
          • Permissions
        • Widget for website
        • Additional Widget Options
        • Email Inbox
        • Domains and URL's
          • SPF Record
          • DKIM Record
          • Return Path
          • MX Record
      • Deals
        • Account Type
        • Deals
          • Reasons for loss
          • Reasons for cancellation
        • Contracts
          • Types of contract
        • Subscriptions
          • Types of subscription
      • Services
        • Calls
          • Pipeline
          • Reasons for cancellation
        • Projects
          • Project types
          • Reasons for cancellation
        • Cases
          • Reasons for cancellation
        • Tasks
          • Reasons for cancellation
          • Checklist Template
        • Time
          • Types of time
          • Inefficient time ratios
      • Marketing
        • Social Media
          • Schedule of Publications
      • Pipelines
    • Security
  • 🚧Help / Support
    • How to ask for help
    • Changelog
    • Roadmap
    • FAQ
    • API
  • 🔧Resources
    • Docs Portuguese
    • Official website
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  1. Interface

Dashboards

All your data in one place.

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Last updated 3 years ago

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Airdesk has default Dashboards available, but you can also customize them.

  • Default Dashboards

  • Dashboard setup

  • Customized Dashboard

Default Dashboards

Airdesk provides the following dashboards:

  1. Personal

  2. Cases

  3. Tasks

  4. Projects

  5. Contracts

  6. Deals

  7. Customized

How to configure the Dashboard

There are some features available on dashboards. One is sorting. To do this, just select and press the block so you can move it. The second feature is the possibility to scale the blocks. For this, you must select the lower right corner of each block. Finally, in the upper right corner, you'll find a button with 3 circles. In this one, you can select "configure dashboard" where you can choose which blocks to hide or show.

Customized Dashboard

You can create a custom dashboard with any type of information you have access to. To create a custom dashboard, select the menu's custom Dashboard.

💻
  • Default Dashboards
  • How to configure the Dashboard
  • Customized Dashboard