--- title: "Accessing dashboards and navigating the interface | Nutrient Workflow Automation Platform" canonical_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/dashboards/dashboard-interface/" md_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/dashboards/dashboard-interface.md" last_updated: "2026-05-30T02:20:01.445Z" description: "Streamline your workflow with a modern dashboard interface of Nutrient Workflow Automation Platform (formerly Integrify). Monitor and manage your automated processes from a central location." --- # Accessing dashboards and navigating the interface This guide explains how to access dashboards in Workflow Automation and how to use the dashboard management interface effectively. ## Accessing dashboards To view and manage dashboards: 1. Sign in to your Workflow Automation site. 2. Hover over the **Settings** icon in the upper-right corner of the page. 3. Select **Dashboards** from the dropdown menu. This opens the Dashboard list page, where all the dashboards are listed. ## Dashboard list overview Each dashboard entry in the list displays the following information: - **Title** — The name of the dashboard as it appears to users. - **Dashboard Type** — Indicates whether the dashboard uses the modern or legacy layout. - **Order** — The position of the dashboard in the list of dashboards, both in the admin view and as tabs in the end user view (lower numbers appear first). - **Date Created** — The date the dashboard was first created. - **Last Updated** — The most recent date the dashboard was modified. - **Actions** — Enables you to manage individual dashboards using the following icons. | Icon | Action | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------- | | | Edit dashboard name | | | [View or edit dashboard layout](https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/dashboards/configuring-dashboards.md) | | | [Set dashboard permissions](https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/dashboards/assigning-and-sharing-dashboards.md) | | | Create a copy of the dashboard | | | Select dashboard for bulk actions (for example, deletion or [managing roles and permissions](https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/dashboards/assigning-and-sharing-dashboards.md)) | To delete dashboards, select one or more dashboards using the checkbox in the left-most column of the dashboard list and click **Delete Dashboards** in the top bar. ## Searching and refreshing the dashboard list - **Search** — Use the **Search** bar in the upper-right corner of the page to find dashboards by: - Title - Dashboard Type - Order number - **Refresh** — Click the **Refresh** icon to update the dashboard list. This is useful after creating, editing, or deleting dashboards to reflect the latest state. ## Next steps - [Add a new dashboard](https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/dashboards/creating-dashboards.md) - [Manage roles and permissions](https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/dashboards/assigning-and-sharing-dashboards.md) - [View or edit 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) - [Adding a report widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-a-report-to-a-dashboard.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 Manage Requests widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-manage-requests-widget.md) - [Adding an HTML Panel widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-an-html-widget-to-your-dashboard.md) - [Adding a Monitor Requests widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-monitor-requests-widget.md) - [Adding a DashForm widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-dashform-widget.md) - [Adding a My Tasks widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-my-tasks-widget-to-dashboard.md) - [Adding a My Requests widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-my-requests-widget.md) - [Adding a Today’s Messages widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-today-messages-widget.md) - [Managing roles and permissions for dashboards](/guides/workflow-automation/admin-guide/settings/dashboards/assigning-and-sharing-dashboards.md) - [How to assign and share dashboards](/guides/workflow-automation/admin-guide/settings/dashboards/assigning-and-sharing-dashboards-legacy.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) - [Streamline your workflow with our dashboard interface](/guides/workflow-automation/admin-guide/settings/dashboards/dashboard-interface-legacy.md) - [How to create and manage dashboards](/guides/workflow-automation/admin-guide/settings/dashboards/creating-dashboards.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)