1. Settings - Dashboard: select the main activity tab and select Dashboards to get to this screen.
2. Settings - Dashboard: Click the add button to add a new Dashboard
3. Settings - Dashboard: Name your Dashboard
4. Settings - Dashboard: Select from the list of available path fields. Click on the line item of the field(s) you want to add to your Dashboard.
5. Settings - Dashboard: Select the arrow icon to move the selected fields over to your Dashboard
6. Settings - Dashboard: Use the arrows to move your fields up or down to put them in your desired order. Lastly, press save to complete your dashboard setup. 
7. Production - To view your Dashboard, select the orange Dashboard icon to the right of your screen when in a loan.
8. Production - The Dashboard will open up and display your pre-selected fields to display. 
9. Production - Select the orange icon at the top of the Dashboard to close it.
