Select the Dashboard module.

Click on the "Choose a group" dropdown menu, and select the group for which you want to configure the dashboard.

Then a second column will be automatically enabled, click on the "+" button and select the tracking type that you want to configure as the second step of the service process for the different actions for that group.

Again, a third column with the "+" button will be automatically enabled, which will allow you to add a second tracking type and continue configuring the different stages of the service process provided by that group.

You can configure a dashboard for each existing group.

The "New" column is set by default for the dashboards of all groups; it shows all the new actions that are coming in and have not yet received any type.

For each dashboard you can add a maximum of up to 3 columns.

Only tracking types can be configured.

Once the different columns for your dashboard are configured, if you wish, you can click on the "Choose a field" dropdown menu, which will allow you to select a customer information field that you want to be visible by default for the Agent.

To save the dashboard you configured for that group, click the "Save" button.

If you want to change the order of the types you added, you can place the cursor over the column header and use the "Drag and drop" function.

If you want to delete a column, place the cursor over the header of the same and click the "Delete column" button.