🚀 What Is the Manage Dashboards Feature?
Manage Dashboards introduces a flexible, role-based dashboard system that lets you design and deploy dashboards for your teams.
With it, you can:
Create company dashboards tailored to specific job titles
Choose widgets from a pre-built catalogue (Work Orders, Proposals, Invoices, and more)
Control access through role-based permissions
Use simple drag-and-drop tools to organize your dashboard layout
Activate or inactivate dashboards anytime — without losing configurations
🧭 Navigating the Dashboard
When you log into Ecotrak, you’ll land on your default dashboard — a personalized view showing all widgets assigned to you.
Key Interface Elements:
Dashboard Dropdown: Switch between available dashboards.
Click the ⭐ icon to set a dashboard as your default view.
Widgets: Display live, interactive data — each widget can be clicked to open a detailed half-drawer view.
Manage Dashboards Button: (visible only to users with permission) Opens the dashboard management view.
If no managed dashboards exist yet, Ecotrak automatically uses your current system dashboard as the default.
🧩 Using the Widget Catalogue
The Widget Catalogue lets you choose from a curated set of pre-configured widgets to build your dashboards.
How to Access:
Go to Manage Dashboards → + Add Dashboard
On the dashboard creation page, click Add Widgets or Click Here to Choose a Widget
Catalogue Features:
Search for widgets by name or type
View static previews of each widget
Hover over a widget to select it
Minimum 1 widget required; maximum 10 per dashboard
Inline error messages prevent duplicates or invalid selections
Available Widgets (Examples)
Widget | Description |
Work Orders – Unassigned | View all unassigned work orders and take action |
Proposals – Pending Approval | Review and approve proposals awaiting approval |
Invoices – Pending Approval | Manage invoices awaiting review |
Work Orders – Past ETA | Identify overdue work orders |
Recently Updated Records | View quick counts of recently completed work orders, proposals, and invoices |
New widgets are continuously added, such as:
Work Orders | L1 Emergency
Work Orders | Deferred
Work Orders | Recently Updated
Recently Completed Records
🛠️ Creating a New Dashboard
Only users with Manage Dashboards permission can create new dashboards.
To Create:
Navigate to Manage Dashboards
Click + Add Dashboard
Enter a Dashboard Name
Assign Job Titles (who will see this dashboard)
Add widgets from the Widget Catalogue
Arrange widgets using drag-and-drop (2 per row)
Click Assign and Save to publish
✏️ Editing an Existing Dashboard
To modify a dashboard:
Go to Manage Dashboards view
Click the Edit (✎) icon beside the dashboard name
From the edit screen, you can:
Add, remove, or reorder widgets
Update the assigned job titles
Change dashboard name or status (Active/Inactive)
Save changes to update the dashboard instantly for assigned users.
Activating / Inactivating Dashboards
Inactive dashboards are hidden from users but retain assignments.
Reactivate anytime to restore visibility.
If a default dashboard is inactivated, the system automatically sets the newest created dashboard as the default.
📋 Managing Dashboards
The Manage Dashboards List View shows all dashboards created within your company.
Columns include:
Dashboard ID
Name
Job Titles (with click-to-expand list)
Created By
Date Created
Status (Active/Inactive)
You can also:
Filter by Job Title
Search by dashboard name, creator, or status
Sort and paginate results
Use the + Add Dashboard button to create new dashboards
📊 Viewing Dashboards as an End User
When viewing dashboards:
The system automatically retrieves and displays dashboards assigned to your job title(s).
You can switch between dashboards using the dropdown.
Widget data loads dynamically and independently.
If any widget fails to load, only that widget shows an error message (the rest of the dashboard continues to load).
✅ Summary
The Manage Dashboards feature gives you a powerful way to control visibility, enhance collaboration, and customize data presentation for your teams.
With it, you can:
Tailor dashboards by role and department
Build insights faster using pre-built widgets
Keep teams aligned with consistent reporting
Manage and update dashboards in real time