Workspaces and Dashboards
4 min
users manage swimlane by working with records on workspaces, dashboards, and cards workspaces workspaces are customizable areas within the swimlane platform where you can organize and access the swimlane tools and features that you use on a regular basis workspaces can include applications, dashboards, records, reports, and charts administrators can change the default workspace and dashboards for users all users can switch to different workspaces and dashboards according to the permissions that they have set dashboards dashboards are a visual display of records, reports, and charts associated with the applications in the workspace a workspace can have multiple dashboards, and users can view different dashboards by selecting the change dashboard/workspace icon and choosing another dashboard from the list users only have access to see workspaces, dashboards, records, and reports if they are given access by an administrator if an existing dashboard or report is not visible, an administrator should check that the user has been assigned proper permissions cards a report or an html object that is associated with a dashboard you can have multiple cards on a single dashboard cards are completely customizable and can be resized and rearranged on the dashboard by administrators or users with proper access users can click within a card to view a list of the records associated with that chart or report, or click on a data point within a chart to view a filtered list of records corresponding to that data a variety of different chart types are available to display record information in meaningful ways, making dashboards, cards, and charts powerful tools to find records quickly and visualize data