Under Settings → System → Follow-up Dashboards, you create your own dashboards to bring together follow-ups and deadlines by your own criteria. A dashboard combines one or more configurable tables – so every role sees exactly the overview it needs.
Creating a dashboard
Clicking + Dashboard hinzufügen opens the editor:
| Field | Meaning |
|---|---|
| Title / Description | name and purpose of the dashboard. |
| Private | when this switch is on, the dashboard is visible only to you; otherwise it is available to other people as well. |
| + Add table | adds a configurable follow-up table. A dashboard can contain multiple tables with different criteria. |