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This article will explain how to create a new dashboard.

Create a Dashboard

This article helps you understand how to clone an existing dashboard and create a new dashboard.

Clone from an existing Dashboard

This article will explain how to manage your dashboards.

Manage Dashboards

This article helps you to understand how to edit an existing dashboard.

Edit a Dashboard

This article will explain how to add a gadget to a dashboard.

Add a Gadget to Your Dashboard

This article helps you understand how you can switch to any other dashboard accessible to you while you are viewing an existing dashboard.

Switch to Other Dashboard

Dashboard Options

This article helps to understand how to use dashboard gadgets.

Dashboard Gadgets (Overview)

This article helps you understand the dashboard gadget showing favourite folders.

'Favourite Folders' gadget

This article will explain how the Favourite Forms dashboard gadget displays your favourite forms based on their type.

'Favourite Forms' gadget

This article helps you understand the dashboard gadget showing favourite model federations.

'Favourite Federations' gadget

This article helps you understand the dashboard gadget showing search filters.

'Filter' gadget

This article helps you understand the dashboard gadget showing a chart based on search filters.

'Filter Chart' gadget

This article helps you understand the dashboard gadget which displays the GIS information based on the configuration.

'GIS Widget' Dashboard Gadget

This article helps you understand the dashboard gadget showing incomplete tasks on files.

'Files - Incomplete Tasks' gadget

This article helps you understand the dashboard gadget showing incomplete tasks on forms.

'Forms - Incomplete Tasks' gadget

This article helps you understand the dashboard gadget showing business analytics information.

'Business Analytics' gadget

Dashboard Gadget Options

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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