🆕Mobile

Overview

The Home/Dashboard module supports a fully native mobile dashboard experience designed specifically for mobile users. This experience delivers improved performance and a visually optimized interface compared to the mobile web-view dashboard, while allowing administrators to tailor content by user segment.

The native mobile dashboard is configured independently from the web dashboard, enabling administrators to design a mobile-first experience using a distinct set of widgets, layouts, and visibility rules. When enabled, the native mobile dashboard is used in place of the mobile web-view dashboard, ensuring users receive the most optimized mobile experience available.

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Native Mobile Dashboard Configuration

Native mobile dashboard configuration is managed from the Home/Dashboard module within the Admin Portal. Each dashboard includes a dedicated Mobile (Native) configuration tab that allows administrators to define the mobile experience for specific user segments.

When the native mobile dashboard is enabled, it becomes the active mobile experience. If both Mobile (Web View) and Mobile (Native) configurations are enabled, the native experience takes precedence automatically. Administrators can activate or deactivate widgets, customize widget properties, and preview the dashboard for different user segments to ensure the experience is correctly tailored before publishing.

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Enabling a Mobile-Specific Dashboard

To enable a mobile-specific dashboard, administrators turn on the Enable Mobile Dashboard option. Once enabled, the mobile dashboard can be configured independently from the web dashboard, allowing the use of a completely different widget set optimized for mobile usage patterns.

This separation ensures mobile users receive content that is relevant, accessible, and performant, without being constrained by desktop-oriented layouts or widgets.

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Copy Web Widgets

This option allows admins to replace the current mobile dashboard layout with the same widgets used on the web dashboard.

This will effectively reset the mobile dashboard and overwrite it with web dashboard widgets and widget settings.

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Adding Widgets to the Mobile Dashboard

Widgets can be added to the mobile dashboard using the Widget Gallery. Administrators select widgets from the gallery and drag and drop them to define their display order on mobile. Once the desired layout is complete, the configuration can be saved to reflect the updated widget arrangement.

The native mobile dashboard supports a curated set of widgets optimized for mobile use, including: Action Center, Events, Learn Catalog, Libraries, My Enterprise Apps, My Learning, My Priority Items, My Upcoming Shifts, People, Posts, Quick Links, Shift Marketplace, Teams, Time & Attendance, Time-Off Requests, Upcoming Birthdays, and Wikis.

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Widget Options (Three-Dot Menu)

Each widget on the mobile dashboard includes a three-dot action menu with the following options:

• Remove – Deletes the widget from the dashboard.

• Set Properties – Allows you to customize settings such as the widget title and display format for mobile.

From the Set Properties menu, admins can configure the widget visibility. As with the web dashboard, widget visibility applies only if the user has access to the dashboard. The most restrictive rule wins — users must meet both dashboard and widget visibility criteria in order to access the widget's content.

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Publishing the Mobile Dashboard

To make the mobile dashboard live for all users, click Publish Full Dashboard.

The mobile dashboard will be published in a locked state (users cannot modify it).

To notify users of the update, turn on the notification toggle before publishing.