Switchboard How to Create a New Layout User Training

Owned by Merry Arpaia
Oct 22, 2024
1 min read

How to Create a New Layout

This article is a companion document for the Switchboard How to Create a New Layout video. You can create a Switchboard layout tailored to your work flow or job description. Switchvox Administrators can create standardized layouts, which can be pushed out to all users to save everyone time.
 

  • Click the Layout Editor button.This displays several layout options: the default layout, any layouts you've already created, layouts that have been created for you, and Edit, New, Copy, or Delete.

 

Give this new layout a name and add desired widgets, such as My Calls, Parking Lot, Contacts & Tags, Voice Mail, and My Queues. 

You can change or move these selections around in the layout until you are satisfied. Then click SAVE to save the layout. 

 

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