Everyone works differently. In Triark Cloud, your Dashboard is personal to you.
Customizing your layout allows you to:
- Focus on the data that matters most
- Hide widgets you don’t use
- Create different tabs for different tasks
- Save time by building your own daily overview
🖱️ What Can You Customize?
Customization
What You Can Do
Widgets
Add, remove, move, or resize widgets as needed.
Tabs
Create multiple dashboards for different focus areas.
Layout
Drag widgets around to create the order and layout you prefer.
Reset
If needed, remove widgets and start over to refresh your layout.
🖱️ How to Customize Your Dashboard
- Add Widgets
Use + Widget to add the widgets you need. - Move and Resize Widgets
Drag and drop widgets to rearrange them. Resize as needed. - Create Tabs for Different Workflows
Use + Tab to separate your dashboards by task or role. - Remove Widgets You Don’t Use
Use the widget menu (3 dots) to delete widgets that aren’t relevant.
🛠️ Example Use Case: Personalizing for Your Role
A document controller might:
- Add New Documents and New Revisions widgets
- Create a Document Control Tab and place related widgets there
- Remove project widgets they don’t need to keep the view clean
Meanwhile, a project manager might create:
- A Project Overview Tab
- Larger widgets for Active Projects and Project Status
- A compact layout for daily status checks
🔄 Resetting Your Dashboard
If you want to start over:
- Remove widgets manually
- Delete unwanted tabs
- Add new widgets and build a fresh layout anytime
There is no risk—your customizations only affect your own account.
❓ FAQ
Q: Do I need special permissions to customize my dashboard?
No, all users can customize their own dashboards.
Q: Can I reset everything to default?
There’s no single reset button, but you can remove widgets and tabs manually to clean up your layout.
Q: Are there shared dashboards?
By default, dashboards are personal, but your company can configure shared dashboards if desired.
Q: Can I copy someone else’s dashboard?
No, dashboards are not shared between users unless your admin sets up a template.
