Dashboard

The Cascade CMS dashboard is a bird's eye view of your action items, notifications, and site content. You can add or customize widgets on your dashboard to reflect data from one or more of your sites. 

Default Widgets

  • Welcome - You can add widgets or reset your dashboard from the Welcome widget. If you have unread notifications, you can click the badge on the date in this widget to view them.
  • My Sites - Sites you've recently visited will be listed here. Click any of them to switch into the site, or use the Site dropdown menu to view all sites you have access to.
  • My Upcoming Tasks - Tasks assigned to you will be listed here in order of their due date.
  • My Workflows - If you or a Group you're assigned to has waiting workflows, you'll find them here.
  • New Content - Create new assets right from the dashboard by clicking on any of the Asset Factories in this widget.
  • My Content - Quickly access your starred, recently-viewed assets, owned content, drafts, working copies and locked assets from this widget.
  • Stale Content - Keep your content fresh by monitoring stale assets that haven't been updated in a while.
  • Notifications - Your most recent notifications such as workflow notifications, publish reports, and user mentions will be listed here.
  • Content to Review - Assets with upcoming review dates will be listed here.
  • Link Checker - If a broken link check is scheduled for your site(s), the number of broken links and assets with broken links found will be displayed here.

Dashboard Tip

Set a Default Site in your account settings and then click Reset Dashboard in the Welcome widget to quickly configure all default widgets to display data from that site.

Customizing your Dashboard

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  • Customize a widget

    To customize a widget:

    1. Hover over the widget and click the pencil icon in the upper-right corner.

    2. Configure your widget and click Save Settings.

    customize a widget

  • Move or reorder widgets

    To move or reorder widgets on the dashboard:

    1. Hover over the widget and click and hold the menu bar in the upper-left corner.
    2. Drag the widget to its new position on the dashboard.

    move or reorder a widget

  • Add widgets

    To add widgets to your dashboard:

    1. Click the Add Widget button in the Welcome widget.
    2. Click the plus sign next to the widget you’d like to add.

    Note: You can have multiple widgets of the same type on your dashboard configured to reflect data from different sites.

    add a widget

  • Remove widgets

    To remove widgets from your dashboard:

    1. Hover over the widget and click the X icon in the upper-right corner.
    2. Confirm that you’d like to remove the widget from your dashboard.

    remove a widget

  • Reset your dashboard

    To reset your dashboard to the default widget configuration:

    1. Click the Reset Dashboard button in the Welcome widget.
    2. If you have a Default Site set in your account settings, all reset widgets will display data from that site.