get setup

Customizing Dashboard

Your dashboard is the first thing you see when you log into OTMS, so it should work for you. Whether you're tracking new leads, checking daily tasks, or keeping an eye on open opportunities—this is about making your OTMS dashboard feel like home base. Clean, clear, and tailored to your flow.

Watch the Training Video Below

Do It Now: Quick Steps

  1. Do It Now: Quick Steps

  2. Click Edit Dashboard’ (pencil icon at the top right on your home screen).

  3. Click the plus (+) to add widgets like Tasks, Payments, Pipelines, or Appointments.

  4. Drag to rearrange your widgets for visibility.

  5. Click the three dots on any icon to remove any you don’t need.

  6. Click ‘Save’ to lock it in.

Pro Tip

Your dashboard = your daily command center. Don’t let it default to clutter. Choose what keeps you clear and focused—and rearrange as your business priorities shift. Peace and productivity go hand-in-hand here.

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