---
title: "General"
canonical: "https://support.out-smart.com/space/OKB/411926551/General"
format: markdown
---
## \uD83D\uDCD8 Instructions

**Add additional dashboard:**

1. If you want to add an extra dashboard, click on the +.
2. Give your dashboard a name. It is also possible to select a template if one is available.
3. To add a widget to your dashboard, click on the + in the lower right corner.
4. You can add widgets for the following topics:

*Work orders, Invoices, Quotes, Certificates, Tasks, CRM, Assets and Account.*

5. Click on the topic to display the widgets.

6. Select the widget and drag it onto your plan board.

**Customise widget:**

1. Click < within your widget.
2. When you click on the 3 cogs you can configure your widget.
3. The possibilities may vary from widget to widget.
4. By clicking on the pencil you can change the name of the widget.
5. And by clicking on the bin you remove the widget.
6. You can create up to 5 tabs per dashboard.

**Do not forget to save changes.**