##### Quick Dashboard Tasks

# Customizing the Quick Dashboard

This topic is organized in the following manner:

- Adding, Moving, and Removing Entries

- Changing the Number of Rows

- Displaying Entry Names

- Customizing the Home Icon

## Adding, Moving, and Removing Entries

A Quick Dashboard entry can represent an object list or an individual object—for example, a list of ACD Queues or an individual ACD Queue. This section describes how to add, move, and remove Quick Dashboard entries.

Administrators can create Quick Dashboard configurations that can be used by multiple supervisors. If your administrator has instructed you to load a predefined Quick Dashboard configuration, see Managing a Quick Dashboard. If you are an administrator, see Quick Dashboards Overview for further information.

You can add up to 150 Quick Dashboard entries.

### Adding Entries

To add a Quick Dashboard entry for an object list:

1. Display the appropriate object list on the list pane. For further information, see Displaying Object Lists and Objects Overview.

2. Click the list pane Actions button and select Add List To Quick Dashboard.

To add a Quick Dashboard entry for an individual object, do one of the following:

- Using the list pane:

1. Display the appropriate object list. For further information, see Displaying Object Lists and Objects Overview.

2. Select the appropriate object.

3. Click the Actions button and select Selected > Add To Quick Dashboard.

- Using the details pane:

1. Display the appropriate object list on the list pane. For further information, see Displaying Object Lists and Objects Overview.

2. Select the appropriate object on the list pane.

3. If the details pane is not visible, display it by clicking the List and Details button in the lower-right portion of the Supervisor Work Area.

4. Click the details pane Actions button and select <Object Type> > Add to Quick Dashboard, where <Object Type> represents the type of object—for example, ACD Queue.

- Using keyboard shotcuts.

### Moving Entries

#### By One Position

To move a Quick Dashboard entry one position to the left or right:

1. Right-click the Quick Dashboard entry.

2. From the shortcut menu that appears, select Move > Right or Move > Left.

#### To a Specific Location

To move a Quick Dashboard entry to a specific location:

1. Right-click the Quick Dashboard entry.

2. From the shortcut menu that appears, select Move > Before or Move > After.

3. Click the Quick Dashboard entry before which or after which you want to move the selected entry.

### Removing Entries

1. Right-click the Quick Dashboard entry.

2. From the shortcut menu that appears, select Remove From Quick Dashboard.

## Changing the Number of Rows

The Quick Dashboard can include one, two, or three rows of entries. To change the number of rows:

1. Right-click the Quick Dashboard Settings icon (on the left side of the Quick Dashboard).

2. From the shortcut menu that appears, select Rows and then from the submenu that appears, select the appropriate number of Quick Dashboard rows.

## Displaying Entry Names

To display the name of the object list or object in each Quick Dashboard entry:

1. Right-click the Quick Dashboard Settings icon (on the left side of the Quick Dashboard).

2. From the shortcut menu that appears, select Show Quick Dashboard Names.

To hide the names, select Show Quick Dashboard Names again.

### Customizing Entry Names

In some cases, the formal name of the object list or object might be too long to fit in the Quick Dashboard entry. In these cases you can provide an alternative name (alias).

To specify an alternative name:

1. Right-click the Quick Dashboard entry.

2. From the shortcut menu that appears, select Edit Name.

3. In the Edit Name window, change the name as necessary. Then, click OK to save your changes and close the window.

## Customizing the Home Icon

To change the view that is displayed when you click the Home icon:

1. Right-click the Home entry.

2. From the shortcut menu that appears, select Set Current View As Home.

To reset the Home icon to the default view:

1. Right-click the Home entry.

2. From the shortcut menu that appears, select Reset Home.

For an overview of the user interface controls, see Major Areas and Controls.