Share your dashboard

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• You can share your dashboard with another employee, who can perform all your tasks (except team tasks)—including viewing and completing forms attached to your tasks.
• You must be a member of a team with the Share Dashboard privilege to access the Share Dashboard menu option.

1. From the navigation bar, click Dashboard>Share Dashboard.
2. Click Add a share.

   The Share Dashboard window opens.

3. Select the employee to share the dashboard with.
4. Specify the activation period.

   Tip: To share indefinitely, leave the Activate Until field blank.

5. Select notification types you want the employee to receive.
6. Set the Only send notifications to the employee the dashboard is shared with option to Yes or No.
7. (Optional) To limit tasks on the shared dashboard by category (location, department, etc.), select one or more categories and click Submit.

   Tip: To select multiple categories, press Ctrl and click the category.

8. Click Save.

   Your dashboard is now shared with the employee you selected.