Easily customize, organize, and manage your workspace by building personalized dashboards inside MediaOS—giving you full control over your daily view and team insights.
Why use Dashboards? #
MediaOS provides a powerful yet easy-to-use interface designed to help you manage your day at a glance. With customizable dashboards, you can see your most important emails, calls, follow-ups, sales activities, and more, all in one place. Dashboards help you prioritize tasks, monitor performance, and increase cross-departmental visibility by allowing you to create, customize, and even share personalized dashboard views across your organization. Whether you’re working in Sales, Accounting, Marketing, or Delivery, MediaOS dashboards can be tailored to fit your specific needs and keep you moving efficiently throughout your day.
Dashboard Overview #
Upon logging into MediaOS, you will see a large navigation pane made up of several widgets. To create a new dashboard, start by clicking Manage at the top of your dashboard view. Then click New Dashboard to create a fresh workspace. Rename your dashboard by typing over the default title Untitled, and then click on your newly created dashboard to begin customizing it.
Next, click Add Widget to start building out your view. You can select from a range of widgets depending on what you want to monitor, such as tasks, activities, reports, or calendar events. Each widget you add will automatically be placed in the next available spot at the default size. Once placed, you can easily drag and drop widgets to rearrange them and resize them using the arrows on the widget’s edges to better fit your layout. When your widgets are arranged the way you like, click Manage again to further organize or configure additional dashboard options.
How to Manage Your Dashboard's View #
Managing your dashboard’s view is easy with MediaOS. If you want a cleaner, more condensed layout, you can enable Compact View to tighten the spacing between widgets. If you are an Admin user, you can also enable the Share button to share a dashboard with all users across your organization, helping ensure that everyone sees the most critical updates and reports relevant to their role.
If you have dashboards you no longer need, you can hide or delete them. Simply drag the dashboard into either the Hidden or Delete sections from the Manage screen. This helps keep your available dashboards streamlined and relevant to your current work.
How to Edit or Remove a Widget #
Editing or removing widgets from your dashboard is quick and intuitive. On any widget, click the three-dot menu located in the top-right corner. From this menu, you will see options to either Remove the widget or Edit it, depending on the type of widget you are working with. Some widgets offer additional customization options during editing, such as changing displayed data or adjusting filter settings.
Tip: Regularly reviewing and updating your dashboard widgets ensures that your workspace always reflects your current priorities.
