Talkdesk Live (legacy) can be configured to display multiple customized dashboards tailored for your call center's team or queue specific needs. Each admin and supervisor can customize his/her own dashboards.
Duplicating Talkdesk Live (legacy) Dashboards:
To duplicate and add a new dashboard in Talkdesk Live (legacy) follow these steps:
- Sign into your account as an administrator or supervisor.
- Access the "Reporting” section [1] on the top menu.
- Select the “Live (legacy)" tab [2].
- Click the More options "..." button [3] .
- Select the "Duplicate" option [4].
A window will pop up asking you to type in a name for the dashboard. If no name is entered a new "Untitled Dashboard copy" dashboard is created. We recommend renaming it to a more useful title so you always know which dashboard you’re looking into when selecting from multiple options:
- Click ‘Save’ [5].
Selecting, Renaming and Deleting Dashboards:
You can edit, rename and delete dashboards at any time. To do this, simply select the dashboard you wish to rename or delete from the Dashboards drop down menu [6] at the top left:
- Click the More options "..." button [7] .
- Select the 'Rename' or 'Delete' option [8]:
Note: The delete option deletes all of the selected dashboard configurations and cannot be undone.
- Enter the new name for your dashboard and save it:
- Or confirm you wish to delete it.