Navigate the EvolveGo Desktop Dashboard

Learn how the EvolveGo Dashboard can help you track and manage your work for the day 

more effectively. 

With the dashboard, you can easily prioritise work to be completed today and view insights into where you’re spending the most time in EvolveGo. 

When you open EvolveGo, you will be taken directly to the dashboard. Here, you will see your: 

• Daily Digest with your events, tasks, and phone messages 
• Recently viewed matters 
• Recent activity 
• Activity Timeline
• 
  

Note: This article refers to the EvolveGo desktop dashboard, only available on EvolveGo  Prosper+. Using EvolveGo Boost? Refer to the EvolveGo  Boost Dashboard article.

Customise your EvolveGo dashboard 

Make your dashboard more productive for your workflow through the Customise screen on the top-right corner of the dashboard. 

Here you can create multiple dashboards, rearrange the current layout or even redesign it completely by adding widgets.

Change the layout of your dashboard 

Each dashboard panel is referred to as widget that displays information.  

Drag and drop widgets around the dashboard by holding the widget title. To resize the widget, drag the icon on the bottom-right corner. To remove or further customise a widget, select the three-dots icon on the top-right corner of the widget. 

Add and remove dashboards 

You can create multiple dashboard views to organise information by selecting Add Dashboard. Your new dashboard will show up on the left. 

To change the dashboard order, drag and drop the name of the dashboard to the position of your choice. To rename or remove the dashboard, select the three-dots icon next to the dashboard name. 

Add widgets to your dashboard 

Use the Widget Library to find and choose widgets that best suit your needs. To get started, select Add Widget. 

We’ve created a list of useful widgets to add to your dashboard.