Create the Workflow Dashboards

Each domain expert creates a workflow dashboard template that the corresponding team member will use to make their own dashboard to use in their daily work. The apps listed here are the apps that are required to complete this example and suggestions for each domain to use, but you can customize this dashboard with apps and layouts that best fit your workflow.

See Also
In Other Guides
Managing Dashboards
  1. From the Compass, select 3DDashboard.
  2. Taha Team Leader Domain Expert:
    1. Create a new dashboard named Team Leader Workflow. This dashboard is designed to help a team leader manage and approve projects and tasks from a centralized location.
    2. Add three tabs to this dashboard, and populate the tabs with apps, as shown below. Apps indicated with an asterisk (*) are optional.

    3. Share a link to this dashboard with Damien Dashboard Manager.

      From the top bar, select Share > Share Dashboard, then select Share a copy of this dashboard by link with anyone to generate a public link.

  3. Diego Design Engineer Domain Expert:
    1. Create a new dashboard named Design Engineer Workflow. This dashboard is designed to help a design engineer review, enact, and validate changes to parts and assemblies.
    2. Add three tabs to this dashboard, and populate the tabs with apps, as shown below. The Design tab will have three separate 3DPlay widgets.

    3. Share a link to this dashboard with Damien Dashboard Manager.

      From the top bar, select Share > Share Dashboard, then select Share a copy of this dashboard by link with anyone to generate a public link.

  4. Sahit Simulation Analyst:
    1. Create a new dashboard named Simulation Analyst Workflow. This dashboard is designed to help a simulation analyst obtain project information and review design changes, as well as to run, manage, and review simulations.
    2. Add three tabs to this dashboard and populate the tabs with apps, as shown below. Apps indicated with an asterisk (*) are optional.

    3. Share a link to this dashboard with Damien Dashboard Manager.

      From the top bar, select Share > Share Dashboard, then select Share a copy of this dashboard by link with anyone to generate a public link.

Now that you have created the workflow dashboard templates, Damien Dashboard Manager can create a team dashboard where the team can access these workflow dashboard templates and more information.