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Arranging your dashboard

57 viewsUpdated 18/09/20261 min read

Insight is a board of cards rather than a fixed page. The board you arrange is yours: it is saved against your account, so changing it does not change what anyone else sees.

This topic includes:

Adding cards

Choose Customise, then Card library. The library lists every card Insight offers, grouped by the tool it reads: Issues, RFIs, Submittals, Forms, Assets, Cost, Schedule, Design, Photos, Meetings, Correspondence, Locations and Team. Search by name, or filter to one tool.

Cards already on your board are marked and cannot be added twice. Tick the ones you want and choose Add cards.

Moving and resizing

While customising, drag a card by its handle to move it. The arrows beside the handle make a card wider, narrower, taller or shorter; × hides it.

Nothing is saved until you choose Save, so Cancel really does put back the board you started with.

Starting again

Reset restores the cards Insight ships with. It is the way back from a board you no longer recognise, and it never touches anyone else's.

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