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Create a new dashboard

Create a blank dashboard with a name, icon and color, choose whether it stays private or everyone can see it, and put it in a folder from the start.

4 minUpdated Oct 27, 2026

Open in Corteksa

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Before you start · for owners and managers

The “Create dashboards” permission in your role

You need: The “Create dashboards” permission in your role

Steps

Open Dashboards, press Create dashboard, choose Blank dashboard and press Continue. To start from a ready-made design, choose a template instead (Install a template and connect it to your units and fields).

Type the Dashboard name (up to 120 characters) and, if you want, the Description (up to 500 characters).

Extra spaces are removed automatically, and an empty description is saved empty.

Under Icon and color, choose an icon and, if you want, a color, so the dashboard is easy to spot in the library and the sidebar.

Choose a Folder (optional), if you want one.

This needs permission to edit folders. Details in Organize dashboards in sidebar folders and favorites.

Press Continue and choose who can see it: Private (only you) or Workspace (shared with the whole workspace as view only).

You can change the sharing later: see Share a dashboard with a person, team, role or everyone.

Press Create dashboard.

The dashboard opens empty. Press Edit layout, then Add widget (Add widgets and arrange them on the dashboard).

Available icons and colors

Icons (20): bar, line, pie, donut, funnel, target, trophy, people, person, briefcase, coin, megaphone, support headset, life buoy, kanban, calendar, lightning, gauge, chat bubble, rocket.

Colors (9): Violet, Blue, Cyan, Emerald, Amber, Orange, Rose, Pink, Slate.

Changing the name, icon or color updates the sidebar for every workspace member straight away.

Editing the dashboard’s details later

From inside the dashboard, anyone who can edit it can rename it by clicking its name in the header, and change its icon and color from the ⋯ menu → Customize appearance. The description can’t be changed after the dashboard is created. Default filters and the “Stage field” that powers the stage filter come only with dashboards installed from a template.

If you press the button twice quickly, two dashboards may be created. Delete the extra copy with Delete, move, favorite or pin several dashboards at once.

If something goes wrong

What you see

Why

What to do

“You’ve reached the maximum number of dashboards”

The workspace has reached its dashboard limit.

Delete old dashboards, or ask the owner to raise the limit (Set your workspace’s dashboard limits, defaults and speed).

The create button isn’t showing

Your role doesn’t have “Create dashboards”.

See Dashboard access levels and role permissions.

The folder you chose is refused

You can’t edit folders, or the folder no longer exists.

Create the dashboard without a folder, and ask a folder editor to move it.

A real example

Shield Security Co.

The situation

The manager wants a dashboard for maintenance contracts that only he sees at first.

What they did

He created a private dashboard, “Contracts and renewals”, with the calendar icon and the amber color.
He put it in the “Contracts” folder, next to the contracts unit.
A week later, he shared it with the operations team as view only.

The result

The dashboard sits where the team looks for it, and it was tested before it went out.

A made-up company, to show the idea. The numbers are rounded.