---
title: "Creating dashboards step by step | Nutrient Workflow Automation Platform"
canonical_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/dashboards/creating-dashboards/"
md_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/dashboards/creating-dashboards.md"
last_updated: "2026-06-09T10:25:14.572Z"
description: "Learn to add and organize dashboards in your application. Follow our guide for an enhanced user experience."
---

# How to create and manage dashboards

This guide explains how to create dashboards.

Using dashboards in Workflow Automation enables presenting relevant widgets and data views to users based on their roles or workflow needs.

## Creating a new dashboard

Follow the steps below to create a new dashboard:

1. Hover over the **Settings**  icon in the upper-right corner of the page.

2. Select **Dashboards** from the dropdown menu.

3. On the [Dashboard list](https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/dashboards/dashboard-interface.md) page, click **Add Dashboard** in the upper-left corner.

4. Enter the following information:
   - **Title** — The name of the dashboard tab as it will appear to users.
   - **Order** — A numeric value that defines the dashboard’s position in the list (lower numbers appear first).

5. Click **Save** to create the dashboard, or **Cancel** to discard the changes.

Once saved, the new dashboard appears in the list of dashboards. You can reorder dashboards at any time by editing them and adjusting the **Order** value.

Access to dashboards is role-based. Users may not be able to view every dashboard in the system.

## Next steps

- [Manage roles and permissions](https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/dashboards/assigning-and-sharing-dashboards.md)

- [View or edit a dashboard layout](https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/dashboards/configuring-dashboards.md)
---

## Related pages

- [Adding a KPI’s widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-a-kpi-widget.md)
- [Enhance your dashboard with report widgets](/guides/workflow-automation/admin-guide/settings/dashboards/adding-a-report-to-a-dashboard-legacy.md)
- [How to add widgets to your dashboard](/guides/workflow-automation/admin-guide/settings/dashboards/adding-an-html-widget-to-your-dashboard-legacy.md)
- [Adding an HTML Panel widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-an-html-widget-to-your-dashboard.md)
- [Adding a report widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-a-report-to-a-dashboard.md)
- [Adding a DashForm widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-dashform-widget.md)
- [Adding Manage Requests widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-manage-requests-widget.md)
- [Adding a My Requests widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-my-requests-widget.md)
- [Adding a My Tasks widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-my-tasks-widget-to-dashboard.md)
- [Adding a Monitor Requests widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-monitor-requests-widget.md)
- [Adding a Today’s Messages widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-today-messages-widget.md)
- [How to assign and share dashboards](/guides/workflow-automation/admin-guide/settings/dashboards/assigning-and-sharing-dashboards-legacy.md)
- [Managing roles and permissions for dashboards](/guides/workflow-automation/admin-guide/settings/dashboards/assigning-and-sharing-dashboards.md)
- [Customize and enhance your dashboards](/guides/workflow-automation/admin-guide/settings/dashboards/configuring-dashboards-legacy.md)
- [View or edit a dashboard layout](/guides/workflow-automation/admin-guide/settings/dashboards/configuring-dashboards.md)
- [How to create and manage dashboards](/guides/workflow-automation/admin-guide/settings/dashboards/creating-dashboards-legacy.md)
- [Accessing dashboards and navigating the interface](/guides/workflow-automation/admin-guide/settings/dashboards/dashboard-interface.md)
- [Streamline your workflow with our dashboard interface](/guides/workflow-automation/admin-guide/settings/dashboards/dashboard-interface-legacy.md)
- [Streamline your workflows with launch buttons](/guides/workflow-automation/admin-guide/settings/dashboards/launch-buttons-legacy.md)
- [Customize dashboards for improved user experience](/guides/workflow-automation/admin-guide/settings/dashboards/legacy-dashboard.md)
- [Customize dashboards for improved user experience](/guides/workflow-automation/admin-guide/settings/dashboards/modern-dashboard.md)
- [Maximize dashboard capabilities with the HTML Panel widget](/guides/workflow-automation/admin-guide/settings/dashboards/using-the-dashboard-html-panel-widget-legacy.md)