You can edit the call-to-action message to match the terminology, goals, and values of your organization. To edit the call-to-action message, select the edit button in the call-to-action section. In the Edit Call to Action dialog box, enter the title and text to display.
You can edit filters to segment summarized data by region, location, belt level, and so on. For example, you might create filters to show only projects by department or savings by location.
To edit filters, select the edit button in the filters section.
Editing filters on the Workflow page is similar to editing filters for a dashboard report. For more information, go to Create filters.
Workflow filters include three filters that you cannot edit or delete.
You can create and edit summaries using graphs and tables to visualize the progress of the company's deployment. Summaries engage users by illustrating goals, targets, and trends at a glance.
To create a new summary, select Add New Summary. To edit a summary, select the edit button for the specific summary.
Creating and editing summaries on the Workflow page is similar to creating and editing summaries for a dashboard report. For more information, go to Create summaries.
Workflow consists of four stages: Idea, Hopper, Active, and Completed. Each workflow stage has two column set views, a collapsed view and an expanded view.
You can edit column sets to determine the project data to display at each stage. Usually, you want to display the data that users are required to complete before the project can move to the next stage. You can also edit data fields to display images, colors, or text, based on conditions you set in the project data editor.
To edit a column set, select the edit button , then select the column set to edit.
Editing column sets on the Workflow page is similar to editing column sets for a dashboard report. For more information, go to Create column sets.
Show the data field, Risk, in the project details of the Hopper stage, then set conditions to color-code the risk values.
To prevent this example from affecting the live site, discard any changes before you exit the sandbox.