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🧩 Editing the Overview

This article explains how, as a Team Administrator, you can edit the team overview. You can customize the name, layout, KPIs, and lists—tailoring the team’s central entry point to your needs.

🔍 Content

  • How it works

  • What can be configured

  • Tips & Best Practices

  • FAQ

✅ How it works

Open view editing

  • Navigate to the desired view (e.g., “Overview”) and click the small ▼ arrow next to its name.
  • Select Settings from the dropdown.

📸 Screenshot: Accessing settings

Rename the view

  • In the first tab, View Name, you can change the name of this overview.

Manage left-side lists

  • Switch to the Available Lists (Left) tab to manage the lists displayed in the left column.
    ➡️ You can show/hide lists (eye icon) and change their order using arrows.

⚠️ Only lists made available beforehand in Team Administration (blue gear) and enabled in

System Administration (white gear → Templates → Lists) for display on the left side of the overview can be added.
📸 Screenshot: Left lists overview

Configure KPIs in the middle


  • In the Available KPIs (Middle) tab, you can:

      • Show/hide individual KPIs

      • Change the order

      • Adjust the display order of KPI categories (e.g., Cost, Safety) in the lower section
        ⚠️ Only KPIs made available beforehand in Team Administration (blue gear) can be added.

📸 Screenshot: KPI configuration

Manage right-side lists

  • Similar to the left lists, use the Available Lists (Right) tab to adjust the right column.

⚠️ Only lists made available beforehand in Team Administration (blue gear) and enabled in System Administration (white gear → Templates → Lists) for display on the right side of the overview can be added.

📸 Screenshot: Right lists overview

⚙️ What can be configured?

Area Possible Adjustments
View name Custom naming
Lists (left/right) Visibility & order
KPIs (middle) Selection, sorting, category order
 

ℹ️ Note: Only Team Administrators have editing rights.
🔁 Changes apply team-wide and are only active after saving.

✨ Tips & Best Practices

💡 Keep it tidy: Reduce the number of displayed items to the essentials—this improves clarity and usability.
🛠️ Test changes first: Use a test team or a separate view to check your configuration before making it live.

❓ FAQ

Who can edit the overview?
→ Only users with the Team Administrator role.

Do other users see the changes immediately?
→ Yes, once changes are saved, they are visible to all team members.

Can lists be customized per user?
→ No, the configuration applies to the entire team.

Can I reset the overview?
→ There is no automatic reset function. You can manually adjust the view.