Dashboard

When you first log in to Tradetraks you’ll appear at your custom dashboard.
To change the layout of your dashboard, click on the settings button indicated by the gear icon in the top right-hand corner.
To customize your Dashboard:
- Change the order: To change the order of the widgets click and drag the widget.
- Change the size: To change the size of any widget simply click either the Larger or Smaller button.
- Add a widget: To add a new widget use the + Add Widget button.
To save these changes ensure the check mark button is selected before leaving the page.

Note: If you would like to reset any changes made to the layout, click Reset Default Layout.

Widgets

During onboarding, a Setup Progress checklist will appear as a widget in your dashboard.
Clicking an item in the checklist will open the page where you can complete it. Only use the I’m Done button when you have completed the setup.
Other Widgets include: News Reel, Calendar, Review Items, Projects, Services, and Search Bar