The Dashboard holds all of the relevant information to your business inside the system, from things like the stage a contact is on in opportunities, to how successful your ad campaigns are. Even though all those metrics are useful, the visible information might make your dashboard cluttered or hard to follow.

Here the Title element comes in handy, with it, you can rename the sections inside your dashboard, add important notes for your team to keep in mind, or add more branding to your system.

Adding a Title to Your Dashboard #

To add it, enter the editing mode by clicking the pencil Icon first.

Now, click Add Widget, this will open the left-side menu with the available widgets and elements. Head to the Elements tab and select the Title element.

For the dashboard Title, you can choose between the Current Date, Dashboard Name, or Custom text.

For the Custom Text option write the desired text in the Title box. You can change the color of the text or background as well as the way the text is aligned here.

Once you’re happy with your text click Save, this will add the Title box to your Dashboard.

Additionally, you can move the title around by dragging it to a new place or change the size of it by moving the right corner.

Once you’re all set with the position and appearance, click Save Changes, and there you go! Now you can add Titles to your Dashboard. If you’re interested in customizing your dashboard further, please check the rest of the articles under this section!

Frequently Asked Questions #

How do I add a Title to my dashboard? #

Enter edit mode by clicking the pencil icon, click Add Widget, go to the Elements tab, select the Title element, configure it, and click Save.

What Title types can I choose from? #

You can choose between the Current Date, the Dashboard Name, or Custom text for your dashboard Title.

Can I customize the appearance of a Title? #

Yes. With the Custom Text option you can change the text color, the background color, and the way the text is aligned.

How do I move or resize a Title on the dashboard? #

You can drag the title to a new place to reposition it, or move the right corner to change its size.

What is the Title element used for? #

The Title element lets you rename sections of your dashboard, add important notes for your team, or add more branding to your system.

How do I save my Title changes? #

Click Save to add the Title box, then click Save Changes once you are happy with its position and appearance. The CORE CONNECT team can help if you would like assistance.