How to Customize Your Today Page

 

Below are recommended minimum dashboard snapshots.

 

*Please include these snapshots on your today page.

*You can rearrange, but you should have these at minimum on your today page.

*You can add any other snapshot you would like.

*IMPORTANT: Please don’t select ‘Save to Role’ function.

 

 

Leasing Consultant
 

 

 

Assistant Manager and Business Manager

 

 

Service Team & Lead Maintenance

 

 

 

To set a custom Today Page - Click on Customize

 

 

 

There are several categories to choose from 

 

You can Drag and Drop or Rearrange these by Left-Clicking and dragging them.  Then Click Save

 

It will now be saved as your Custom dashboard.  You can click on Custom to see the option to Toggle back to your OP Dashboard (These are based on the role(s) you have in OneSite).

 

 

 

IMPORTANT: Please don't select the option to 'Save to Role' - This option would override the default dashboards that are setup by position.