Dashboard Manager

Use the Dashboard Manager to complete general CSM Item Manager operations for Dashboard.

There are several ways to open the Dashboard Manager:

Dashboard Manager

  1. Menu bar:

    Displays a row of drop-down menus available in the Manager.

  2. Toolbar:

    Displays a row of buttons for operations available in the Manager.

  3. Search Control:

    Displays a search box to find specific words or phrases in the Manager.

  4. Manager tree:

    Displays items in a hierarchical tree, organized by scope, and subfolder if applicable. Also lists any Searches run during the session.

  5. Main Pane:

    Displays items by View (Icon, List, or Details (Grid)) and lists search results when a Search is run.

Good to know:

  • Use the Manager Context (right-click) menu to quickly access menu bar/toolbar options.
  • For more information about working in CSM Item Managers, refer to the Item Managers documentation.
  • Managers look and behave differently in the Cherwell Browser Client. For more information, refer to the Cherwell Browser Client documentation.
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