> For the complete documentation index, see [llms.txt](https://help.canoa.supply/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.canoa.supply/docs/design/how-to-use-dashboards/creating-a-dashboard.md). # Creating a Dashboard ## What are Dashboards? Dashboards, also known as projects, allow you to focus on the management and scheduling part of the design process so that everyone is aware of a project's scope, progress and status. You can create a budget, Product List (furniture schedule), and mark milestones all in one place within the Canvas to make sure your project stays on track. **Adding a Dashboard** within your Canvas also allows you to track your embodied carbon. With Dashboards, you can easily organize and manage a project's scope of work - all in one place. ### Why use Dashboards? Add a Dashboard into your Canvas in order to capture and easily present the following information: * The Project's Name * Furniture Specification (Product Lists) * Lists are customizable and filterable * Address information with a live Google Maps view of your project's location * Gross Area sq ft * Plannable Area sq ft * Total Budget - with a Discount percentage and a Markup percentage * You can edit pricing per item by adding in custom discounting and a markup to show net discounting * You can decide to show or hide the project subtotal price * Carbon Estimate * The percentage of second-life items you are designing with * Cost per Square Foot * Milestone Dates in a timeline format ## How to add a Dashboard: On the toolbar, click **`Add a Dashboard`** to then place one inside the **Canvas** you are working on. The Dashboard reads the entire Canvas initially, but don't worry - you are able to filter and manipulate what you want it to read.

The Dashboard icon in the toolbar

1. Open or create a **Canvas**. 2. Start designing with **Products** library to [**create a collage or vignette**](/docs/design/how-to-create-collages-and-vignettes-for-your-presentations.md) for a new project or client. (A.k.a. put some furniture into your Canvas for the Dashboard to capture and showcase). 3. Reference the top **Toolbar**, and click **Add a Dashboard.** 4. A grey rectangle will hover with your cursor. Place your Dashboard in your Canvas wherever you would like it to live. You can always move your Dashboard around the Canvas at a later time.

When you first drop in a Dashboard into your Canvas, it will read every product in your Canvas.

## What do to with your Dashboard: Now it's time to edit and customize your dashboard with all your project details. * To **edit** the **Dashboard settings**, click on the **Gear icon** in the upper right hand corner of the Dashboard. A side panel window will pop-up on the right side of your screen to edit all the fields inside the Project. * Click on the **Arrows** to expand the editable fields, which are Address, Budget & Pricing, Square Footage, Milestones, and Column Settings. * While in the Dashboard settings, add **Milestone** dates that will then activate the Milestone widget at the bottom of your Dashboard. After you add a few milestones - like Kick Off Meeting, Order Ship Date, and Delivery & Install days - you can scroll horizontally on a timeline to compare those due dates to today. * Outside of Dashboard settings, click on the **Filter** button and the different **product view icons** to further control what is included in the **Product List** portion of your Dashboard. The Product List is located on the left-side of your Dashboard and is interactive. * You can edit the List columns under **Column Settings** in the Dashboard settings side panel. * Click the **Export Selection** button at the bottom of the Dashboard (when activated) to export your Dashboard. * You can choose to export this work into a PDF, JPEG, or PNG. * If you select to export to a **.CSV file,** a product list, with all the products' data, will be emailed to you directly. Read more about the Product List feature and how to customize it in depth here: {% content-ref url="/pages/RWpLzkuromEfDYsBNVrn" %} [How to create a Product List](/docs/design/how-to-create-a-product-list.md) {% endcontent-ref %} {% hint style="info" %} Resize your Dashboard by clicking the corners or dragging out the sides. {% endhint %}

Finding your way around a Project inside your Canvas.

The widgets in the Project are interactive as you enter in the details.

Continue reading the next articles to learn how to utilize **Areas** to better manipulate and further detail your Dashboard and Product List. {% content-ref url="/pages/pRiHl4qKJR9gOgtimnoN" %} [How to draw an Area](/docs/design/how-to-draw-an-area.md) {% endcontent-ref %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.canoa.supply/docs/design/how-to-use-dashboards/creating-a-dashboard.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.