CURQ Documentation

Creating and Managing “My Dashboard”

Follow these quick steps to pin views from across CURQ 18 and organize your personal dashboard:

1. Pin a View to My Dashboard

You can pin any List, Kanban, Graph, or Pivot view to your personal dashboard:

  1. Open the app and view you want to pin (such as Sales > Orders or CRM > My Pipeline).

  2. Apply your desired filters and grouping.

Apply desired filters and grouping to the view

  1. Click the Actions / Settings gear icon (⚙) next to the view title (e.g., Quotations ⚙).

  2. Select Dashboard from the dropdown menu.

Select Dashboard from the view settings gear icon

  1. In the Add to my dashboard prompt, enter a title for the widget and click Add.

Add view to My Dashboard

2. View and Arrange Widgets

  1. Open the Dashboards app from the main menu and click My Dashboard.

  2. Your pinned widgets appear in your personal dashboard workspace.

View pinned widgets in My Dashboard

  1. Change layout: Click the Change Layout button at the top right to choose your preferred column structure (such as 1, 2, or 3 columns).

Select a column layout in My Dashboard

  1. Move widgets: Click and drag a widget header to move it to another position or column.

  2. Collapse widgets: Click the minus (-) icon in the top right of the widget header to minimize a card and save screen space. Click the maximize icon to expand it again.

Widget header controls showing minimize and close buttons

Minimized widget on My Dashboard

  1. Open records: Click any item inside a widget to open its full record.

3. Remove a Widget

  1. Open My Dashboard.

  2. Click the close (x) icon at the top right of the widget header.

  3. Confirm the prompt to remove the card from your dashboard.

Remove widget from My Dashboard using the close icon