##### Administration Tasks > Quick Dashboards

# Working with Quick Dashboards

Quick dashboards enable you to access frequently used views, objects, and so on, from one convenient location to streamline your workflow. You can create, reuse, and assign quick dashboards.

This document covers the following topics:

- Introduction

- Getting Started

- Working with Existing Quick Dashboards

- Creating a Quick Dashboard

- Editing an Existing Quick Dashboard

- Copying a Quick Dashboard

- Changing the Name and Description of a Quick Dashboard

- Defining the Default Quick Dashboard

- Deleting a Quick Dashboard

## Introduction

Setting up the Quick Dashboard can be a moderately time-consuming process. In some cases, you might need to set up Quick Dashboards for the supervisors that you support.

You can create Quick Dashboards and assign them to multiple supervisors. A Quick Dashboard is, essentially, a predefined Quick Dashboard configuration.

Supervisors can use their assigned Quick Dashboards as-is, or they can use them as starting points to develop their own custom (personal) Quick Dashboard configurations. For information about loading custom and template-based Quick Dashboard configurations, see Managing a Quick Dashboard.

After creating the Quick Dashboards that you need, refer to Assigning Quick Dashboards to Users.

Notes:

- Supervisors and administrators have additional functionality available to them in the Manage Quick Dashboard window, including:

- Load Quick Dashboard—Enables a user to load a Quick Dashboard for normal use.

- New Quick Dashboard—Enables a user to create a new Quick Dashboard.

- Open Quick Dashboard—Enables an administrator to create, edit, copy, rename, and delete Quick Dashboards.

- Quick Dashboard modifications do not affect users until they close and re-open the Supervisor Work Area.

## Getting Started

To start working with Quick Dashboards:

1. Log in to Genesys Desktop. For further information, see Accessing the Supervisor Work Area.

2. Display the Supervisor Work Area and the Quick Dashboard. For further information, see Major Areas and Controls.

## Working with Existing Quick Dashboards

To begin working with existing Quick Dashboards:

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

2. In the menu that appears, select Manage Quick Dashboard. The Manage Quick Dashboard window opens.

## Creating a Quick Dashboard

1. In the Manage Quick Dashboard window, click New.

2. In the New Quick Dashboard window, enter an appropriate name and description.

3. Click OK to create the Quick Dashboard and close the New Quick Dashboard window.

4. Customize the Quick Dashboard as necessary. Your changes are saved immediately. For further information, see Customizing the Quick Dashboard.

You can now assign the Quick Dashboard to one or more users. For further information, see Assigning Quick Dashboards to Users.

## Editing an Existing Quick Dashboard

1. In the Manage Quick Dashboard window, select the appropriate Quick Dashboard Template.

2. Click OK to open the Quick Dashboard.

3. Customize the Quick Dashboard as necessary. Your changes are saved immediately. For further information, see Customizing the Quick Dashboard.

## Copying a Quick Dashboard

1. In the Manage Quick Dashboard window, select the appropriate Quick Dashboard Template.

2. Click Copy.

3. In the Copy Quick Dashboard window, enter an appropriate name and description.

4. Click OK to copy the Quick Dashboard and close the Copy Quick Dashboard window.

## Changing the Name and Description of a Quick Dashboard

1. In the Manage Quick Dashboard window, select the appropriate Quick Dashboard.

2. Click Properties.

3. In the Quick Dashboard Properties window, change the name and/or description as necessary.

4. Click OK to rename the Quick Dashboard and close the Quick Dashboard Properties window.

## Defining the Default Quick Dashboard

1. In the Manage Quick Dashboard window, select the appropriate Quick Dashboard.

2. Click Set As Default.

## Deleting a Quick Dashboard

1. In the Manage Quick Dashboard window, select the appropriate Quick Dashboard.

2. Click Delete.