If you're an Account or Project Admin you can add whatever you like to your dashboard and decide where it goes. 

Here are some of things you can add to the dashboard:


Cards - add an individual Card

Card Categories - quick access to one card category or a list of all of them

Boards, Lists & Kanbans – you can add just one or a list of all of them

Text – reminders, quotes of the day, whatever you feel like

Documents – word, PDF and excel docs can be added straight to dashboard for quick access, you can click to open and edit them live. 

Images - add an image to your dashboard

Saved Searches - save a search list and add it to your dashboard for quick access

Weblinks - add a URL link to another site

Favourites – add a star to your personal favourite things in Lumi for quick access

Video & Audio Links – files stored in Lumi or links to external media 

Project Sets - a set of cards/boards etc grouped together (ie all related to a particular week, shoot, person) 

Embedded Website - You can embed a web page on your dashboard. You could have a weather app or news website updating live and accessible on your dashboard



To add individual items to your Dashboard, eg a Card, a Board, a Kanban, a Rundown, a Day Schedule, an Image or a Document: 


Step 1: Find & open the item you want to add, press the three dots in the top right corner of your window and "Add to Dashboard". (For files and images please find them in your Project Library via the bookcase icon and then hit the three dots next to them) 


Step 2: The pop up window will give you the option to "Show Header" or just add to Dashboard.  You can choose whether or not to put a header on your item and choose a colour for the font and background as well as Mobile Dashboard settings.

Step 3: When you are finished, hit "Create".



To add anything else: 

Step 1: Go to the dashboard, press the settings wheel in the top right corner of the Dashboardand then the plus that appears to the left.

Step 2: You will get the "Create Dashboard Item" pop up. Scroll through and choose from the options listed.



Step 3: When you select an option it will prompt you to choose elements such as headers, font and background colour and Mobile Dashboard settings. 


Step 4: When you have finished choosing your preferences, hit "Create".