• Templates in 3.1

    Scott O'Reilly, Jan 29, 2018

    Version 3.1 now has powerful template functionality. Most templates will be created at the organization level, meaning all scorecard items, dashboards, and reports will be automatically copied to the new templated organization.

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  • Scorecard Item Swap on Dashboards in 3.1

    Scott O'Reilly, Jan 25, 2018

    Scorecard items can now be swapped on dashboards in version 3.1. This allows dashboard layouts to stay the same, but the scorecard items behind the dashboard widgets to be swapped out. This is useful when copying and pasting a dashboard from one organization to another, or when adjusting dashboards after a scorecard has been edited.

    To start the swap process, click on the swap button on the dashboard as shown in Figure 10.

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  • Dashboards Bubble Widget Text Align in 3.1

    Scott O'Reilly, Jan 22, 2018

    Dashboard bubble widgets can now have their text aligned left, right, or center.

  • Dashboards Text Widgets in 3.1

    Scott O'Reilly, Jan 18, 2018

    Users can now add text widgets to dashboards. Dashboard text can have various formatting and can also be rotated.

  • Documents Section in 3.1

    Scott O'Reilly, Jan 15, 2018

    There is now a documents section in 3.1. Users can upload documents as well as track revisions in the files. Documents can also be marked as related items so they can be referenced throughout the software.