The cards on your dashboard start in a sensible order, not a personal one. You can move them, resize them, add the ones you miss and remove the ones you never read.
The Customize button in the dashboard header turns on customizing. The page stays where it is; a handle bar with the card's name and its controls appears above every card, and each card gets a dashed outline.
Customizing needs a tablet or a larger screen, and adding cards needs a laptop-sized screen. On a phone the Customize button is hidden, every card takes the full width, and the cards you act on move to the top: Needs attention first, then the Stripe setup card, the key figures and recent activity. The other cards follow in the order you set.
Moving a card
Drag a card by the grip in its handle bar and drop it where you want it. The arrows next to it move the card one place up or down, mouse or not. The other cards make room as you go, and the label that follows your cursor tells you which card you are holding.
Changing a card's width
The handle bar of each card carries a width control while you are customizing. A card can take a third, a half, two thirds or the full width of the grid, and every card offers only the widths that suit it. A row of key figures always spans the full width, large charts need at least two thirds, and lists and small charts can go down to a third.
The row fills from the left, so a card that no longer fits moves down. If a half-width card leaves a gap beside it, drop the next card into it or widen one of the two.
Adding a card
Add widget in the bar at the bottom opens the catalog, grouped by area, with a search box over the name, the description and the area. It lists only what is not on the tab yet; On this tab switches to the cards you already placed, each with a Show widget link that scrolls to the card and highlights it in the grid. Hovering Add names the width the card will take, and the footer counts how many of the available cards are on the tab.
The catalog only lists what your account, your plan and your permissions allow. A card belonging to a feature you have switched off does not appear at all.
The Overview tab is the one place that takes cards from every area, so a single page can hold your most important numbers from all of them.
Removing a card
The X at the end of a card's handle bar takes the card off the tab. It is not gone for good: the catalog under Add widget lists it again.
Cards that have nothing to show yet stay out of sight outside customizing. While you customize they appear as a single line that says when they will show up, for instance once the inbox has conversations.
Removing a card removes the card, not the data. The numbers keep being collected, and the card is exactly as it was when you add it again.
Saving
A small bar appears at the bottom of the screen while you customize. It tells you whether you have unsaved changes and holds two buttons.
- Save keeps the arrangement of every tab you changed, not only the one you are on. If you changed nothing, the button reads Done and simply closes customizing. The Done button in the header does the same.
- Reset this tab puts the tab back to its template, the arrangement every new account starts with. It is only active on a tab you have changed, and it takes effect when you save.
Leaving the page mid-edit without saving leaves your tabs as they were.
Each tab is separate
The arrangement is per tab. Rearranging Payments does not touch Members, and resetting one tab leaves the others alone.
A small dot on the Customize button marks a tab you have customized, so you can see at a glance whether the tab you are on is yours or the template.
When everything is removed
Remove every card on a tab and the tab tells you so, with a Reset to template button that brings the original cards back straight away. The catalog footer offers the same button.
Only for you
Your arrangement belongs to your account. Your team keeps their own, and nothing you remove disappears for anyone else.
While your account is brand new and the overview shows only the get-started view, customizing is switched off. It becomes available once the full overview appears.
The dashboard your members see is a different thing entirely, built once for everyone rather than arranged per person.