Dashboard Settings
Customize your dashboard to match how you work. Dashboard Settings in InspectU allow you to control your quick actions, layout, and default view.
How to Access Dashboard Settings
You can access Dashboard Settings in two ways:
From the left navigation bar under Profile Settings
By clicking your name in the top right corner, then selecting Profile Settings
What You Can Customize
Quick Actions Layout
Choose which actions appear on your dashboard and arrange them based on your workflow.
Available actions include:
Create Inspection
Schedule Inspection
Review Inspection
Create Checklist
Schedule Checklist
Review Checklist
Plan Task
Compose Message
How it works:
Use the checkboxes to show or hide actions
Drag and drop items to reorder them
Place the most-used actions at the top for quicker access
Primary Dashboard Section
Select your default dashboard view:
Calendar – Displays a monthly calendar view
Agenda – Displays assigned inspections and tasks in a list view
Agenda Default Range
If you choose Agenda as your primary view, you can set the default range:
Today – Focus on current tasks
Week – View upcoming items for the week
How to Save Changes
After making updates:
Click Save Dashboard Settings
Your changes will apply immediately to your dashboard
Best Practices
Keep only the actions you use frequently to reduce clutter
Use drag-and-drop to prioritize your daily tasks
Choose Agenda (Today) for a focused workflow or Week for planning ahead
Why This Matters
Your dashboard is your starting point in InspectU. A well-organized layout helps you:
Work faster
Stay focused on priorities
Access key tools in fewer clicks