1. Sign in to Team Dynamix as a user.
2. Click the Home tab.
3. In the menu bar at the top right of the window (below the menu with the Search bar, Notification history, and account menu), click New Dashboard.
4. Give your dashboard a Name.
5. Click Save.
6. On the Content tab that opens, click Edit Layout and select a design.
7. In the Available Content section, you will see the various content types (like Client Portal, My Work, News, etc.). These appear in bold type and do NOT have drag-and-drop arrows. Click the text of one of these types to show the specific items you can place on your dashboard.
8. Drag-and-drop the items you want into the various sections of your dashboard.
9. Click Save when done selecting items.
10. Close the dashboard creation window.
11. At the right end of the menu bar, use Manage Dashboards to select your newly-created dashboard. You may need to click Refresh to make your new dashboard name show up in this list.

You can remove any element from your dashboard by clicking the X in its title bar. This is a permanent change to your dashboard, not just for this visit to TDX.

Some elements have a gear in their title bar. Click the gear for options for that element, such as how many items to show or how you want them sorted.

To make larger changes, click Edit Dashboard.