Add Records to Dashparts

For dashparts that include a list of records, you can select which records to display.

To add records to a dashpart, complete the following steps:

1. Click Dashboard at the top of the screen.
2. Click the drop-down next to the dashpart name, and select Configure.
3. On the Dashpart Configuration dialog box, click Add.
4. On the lookup, select the records to add to your dashparts, and click OK. If you are creating a project dashpart, you can determine whether projects, phases, or tasks (work breakdown structure 1, 2, or 3 records) display in the dashpart. On the Project lookup, select Advanced in the Display Type field. In the Display field, select Project, Phase, or Task before you perform the search and select the records to display.