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Administrator Guide
Last Updated: 2023-06-23
Add Dashboard Menus

Add Dashboard Menus

Security:
Set Up: Tenant Setup - Worklets
 domain in the System functional area.
You can add menus to any Workday-delivered or custom dashboard to make it easier for users to take immediate action from the dashboard. Configure menus that include:
  • Tasks.
  • Custom reports.
  • External links.
When you remove all menu items from a Workday-delivered dashboard, Workday displays the default menu for that dashboard.
  1. Access the
    Maintain Dashboards
     report.
  2. Click
    Edit
     for the dashboard you want to add a menu to.
  3. Select the
    Content
     tab.
    If the dashboard has tabs, select the tab you want to add a menu to.
  4. In the
    Menu
     section, add a row for each section to include on the menu and configure them with the tasks, custom reports, and external links to display in each section.
    There's no limit as to how many tasks, custom reports, and external links you can add to each section.
    Example: Add an
    Actions
     section to the menu, with links to relevant tasks to perform, and a
    Reports
     section with links to useful information to access.