---
schema_version: "1"
id: 003bdcd1da1c632045fdc9b097b2eea4e97eaa28063a3dd0a30123eadb7f6596
title: Create Your Intraday Management Dashboard
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/workforce_engagement_create_intraday_management.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.workforce_engagement_create_intraday_management.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ec59b25480216ff987e4c5ec710800c1d81a13faeaa596b72450deb7ff6d394e
description: After you build your Intraday Management dashboard, you refresh it each morning for the current business day’s data.
products:
  - Service Cloud
  - Digital Engagement
release: "264"
---
# Create Your Intraday Management Dashboard

After you build your Intraday Management dashboard, you refresh it each morning for the current business day’s data.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.workforce_engagement_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the Salesforce user interfaces, editions, and add-ons that support Workforce Management and Quality Management">Supported Editions for Workforce Engagement Management</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d154678e58">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d154678e58 ">To view, create, and edit workload histories, intelligent forecasts, and to view
            and create capacity plans:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d154678e58 ">Workforce Engagement Analyst or Workforce Engagement Planner</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d154678e58 ">To view, create, and edit shifts and shift segments:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d154678e58 ">Workforce Engagement Planner</td>

        </tr>
      </tbody>
    </table>

## Create Your Dashboard in an Omni-Channel Queue-Based Routing Workflow

1. From the App Launcher, find and select **Intraday Management**.
2. Click **Let’s Go**.
3. Select a capacity plan that meets this criteria.
    1. The plan is built in an Omni-Channel queue-based routing workflow.
    2. The plan is short term.
    3. The plan must contain data that covers at least the next 24 hours.
4. The service territory field that was initially on the page will disappear after you choose a capacity plan.
5. Save your changes.
6. At the start of each business day, click refresh in the Data Graph View to get today’s information in both the Data Graph and Team Management views.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_channels-264-0-0-production-enus/f3c4b3d2-ff86-4f7c-9fe2-3d8b23d35109/images/icon_note.png)

Note You can change the capacity plan associated with your Intraday Management Dashboard at any time. Click **Edit** above the Data Graph View.

## Create Your Dashboard in a Non-Omni Workflow

1. From the App Launcher, find and select **Intraday Management**.
2. Click **Let’s Go**.
3. Select **No Plan** in the Capacity Plan dropdown menu.
4. Select a service territory.
5. Save your changes.
6. At the start of each business day, click refresh in the Data Graph View to get today’s information in both the Data Graph and Team Management views.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_channels-264-0-0-production-enus/f3c4b3d2-ff86-4f7c-9fe2-3d8b23d35109/images/icon_note.png)

Note You can change the service territory associated with your Intraday Management Dashboard at any time. Click **Edit** above the Data Graph View.

- **[Intraday Management Dashboard Overview](https://help.salesforce.com/s/articleView?id=service.workforce_engagement_intraday_management_dashboard_overview.htm&release=264.0.0&type=5)**  
    Review rep’s shifts, staffing levels, and resource absences for the selected day. The Intraday Management page displays a list of agents, shifts, and resource absences.
- **[Filter the Intraday Management Dashboard](https://help.salesforce.com/s/articleView?id=service.workforce_engagement_filter_intraday_management.htm&release=264.0.0&type=5)**  
    Use a filter to identify staffing gaps in a particular job profile across the Intraday Management Dashboard. You can also filter the Data Graph View by time.