How to Set up a Project Dashboard as the Default View

Modified on Fri, 21 Oct 2022 at 04:29 PM

Project reporting is an important feature in Fluid, and this article will explain how to set up a project dashboard as a default dashboard. 

Step 1. Navigate to the Projects page

  • Click on the Projects tab in the top navigation bar and the default project dashboard will then be displayed. 

Step 2. Select the dashboard you want to set up as the default view

  • Use the Dashboards menu option to navigate to the dashboard you want to set as your default view. 

Step 3. Set the dashboard as the default view

  • Click on the Set as My Default button to set the dashboard as your default view. Your new default dashboard will be displayed each time you navigate to the Projects page from the top navigation bar.

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