Add and Remove Dashparts in the Personal Zone

You can add and remove dashparts to customize your Personal Zone. Dashparts provide quick access to records, documents, and features.

To add and remove dashparts in your Personal Zone:

  1. Navigate to the Personal Zone.
  2. If you have multiple desktops, click the desktop that you want to add or remove dashparts from.
  3. In the top-right corner, click .
  4. In the Manage Dashparts dialog box, do the following:
    • To add a dashpart to the desktop, click .
    • To remove a dashpart from the desktop, click .
  5. Close the Manage Dashparts dialog box.
    After adding or removing dashparts, you may want to reorganize the positions of each dashpart in your Personal Zone. To reposition a dashpart, click and drag the dashpart header to your chosen position.
  6. To save the changes to the desktop, click .
    If you do not save the changes, the changes will not be reflected in future sessions.