Manage Dashboard Documentation

Introduction

Manage Dashboard is used to control which modules and sections are displayed on the main dashboard throughout the system for customizing the user interface and information visibility. This configuration allows administrators to enable or disable specific dashboard components including project summaries, case overviews, LSR tracking, to-do lists, and module-wise counting sections. The settings apply at the application level, determining which information panels users will see when accessing the main dashboard, helping optimize dashboard content and user experience systematically across the platform.

Accessing Manage Dashboard

1. Navigate to the Settings section by clicking the settings icon in the header bar on the left side
2. Under the Common Master section, click on Manage Dashboard

Dashboard management page navigation through settings menu showing dashboard customization interface

Managing Dashboard Modules

The Manage Dashboard page displays all available dashboard components in a table format with individual enable/disable controls for each module section.

Available Dashboard Modules

Project Module

• Project: Enable or disable project-related summary sections on the dashboard
• Displays project statistics and status overviews

LSR Module

• LSR: Enable or disable Legal Service Request tracking sections on the dashboard
• Shows LSR summaries, pending requests, and processing status

Case Module

• Case: Enable or disable case management summary sections on the dashboard
• Displays case statistics and case status information

Task Management Module

• To-Do: Enable or disable to-do list and task management sections on the dashboard
• Shows pending tasks

System Overview Module

• Module wise Counting: Enable or disable comprehensive module statistics section on the dashboard
• Displays a summary section with all module names along with count of items available in each module, such as Client module showing the number of clients, Matter module displaying matter counts, and similar statistics for all system modules

Dashboard modules configuration showing individual module controls with description of module wise counting feature

Form Submission

After configuring the desired dashboard module settings:

1. Review all selected dashboard components
2. Ensure bulk selections are applied correctly if used
3. Click the Submit button to save all dashboard preferences

The system will immediately apply the new settings and update the main dashboard to display only the enabled modules and sections for all users.