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For Plan Rules, please visit the Admin Manual: Link





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Within each dashboard tile, you can initiate new activities, view a summary of your work in progress, or drill down to see more detailed information.


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  1. Use the Green Circles to identify outstanding action items
  2. Select View All to drill down and see more details
  3. Select the Expand icon to make a tile bigger
  4. Click and drag the Move icon to move the tile to a different location
  5. Initiate new events from the green Quick Action button (i.e. New Event)




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nameInsight - Dashboard Tiles and Features HB.mp4
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