Geteilte Anleitung

Customize your HubSpot dashboard layout

Tailor your HubSpot dashboard layout by customizing widget settings, managing tasks, and saving your preferences to ensure a personalized and efficient workspace.

viktoriaviktoria
·6 Schritte·128 Aufrufe·Veröffentlicht

Tailor your HubSpot dashboard layout by customizing widget settings, managing tasks, and saving your preferences to ensure a personalized and efficient workspace.

Step-by-step Guide6 Schritte

  1. Click the New Meeting button

    This action allows you to schedule a new meeting and prompt the relevant scheduling options in your calendar.

    Click the New Meeting button
    Loading screenshot…
    100%

  2. Click the Customize button

    Clicking the Customize button allows you to tailor your dashboard settings and preferences to better suit your needs.

    Click the Customize button
    Loading screenshot…
    100%

  3. Click the Tasks section

    This action opens the Tasks panel, allowing you to view and manage your tasks, create new tasks, and track any pending items.

    Click the Tasks section
    Loading screenshot…
    100%

  4. Click the Needs attention section

    This will highlight any items that require your immediate focus or action, ensuring you stay on top of important tasks.

    Click the Needs attention section
    Loading screenshot…
    100%

  5. Double-click the Needs attention section

    This action will display items that require your immediate attention, allowing you to address pending tasks or alerts.

    Double-click the Needs attention section
    Loading screenshot…
    100%

  6. Click the Save button

    Clicking the Save button will store your current layout preferences for the dashboard, ensuring that your selected widgets display in the chosen order.

    Click the Save button
    Loading screenshot…
    100%