HELP FILE

How do I manage my wallboards?

    Create and maintain custom dashboards where you manage what performance metrics you want to display for your teams. Available for Complete and Support Center customers.

    Before you begin: You must be set up as a user and be assigned the supervisor role.
    About this task: Watch Video
    1. Sign in to our GoTo desktop/web app.
    2. From Contact Center > Supervisor, select Wallboard.
    3. To add a new wallboard:
      1. Select + New Wallboard.
      2. Add a name and description then select Ok.
      3. Select either + add first widget or + Add widget .
      4. Choose one or multiple widgets to add to your wallboard and then select add widgets.

        • To modify a widget: Select pencil icon, make edits, then close when finished.
        • To organize widgets: Drag and drop widgets to reposition them.
        • To resize a card: Drag the corner of the widget.

      5. Select Save.
    4. To edit a wallboard:
      1. Select the pencil icon next to the wallboard you want to update.
      2. Make any needed changes.
      3. Select Save.
    5. To remove a wallboard, select the three dots next to the desired wallboard and then select Archive or Delete.