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Goal

By the end of this guide, you will have a basic dashboard that is easy to read and ready to test in Live Mode.

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Build the first version

  1. Create a new dashboard.
  2. Add a tile from the toolbar.
  3. Place the tile on the canvas.
  4. Add a module to the tile.
  5. Repeat until you have the key information you need visible.
Good starter modules include:
  • Text
  • Time
  • Webpage
  • Document
  • Planning Center
  • ProPresenter

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Choose a good starter layout

For most teams, a helpful first dashboard includes:
  • One large tile for the most important live information
  • One or two supporting tiles for timers, notes, or status
  • A simple visual hierarchy that can be understood at a glance
If you are not sure where to begin, start with:
  • A Text module for reminders or labels
  • A Time module for clock visibility
  • A Planning Center or ProPresenter module if those systems matter in your workflow
  • A Document or Webpage module for supporting reference material

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Arrange the layout

Use the canvas to move and resize tiles until the dashboard feels clean at a glance. Useful habits:
  • Keep the most important information in the largest tiles.
  • Group related information together.
  • Leave enough spacing so the screen is readable from a distance.
  • Use separate tabs for different moments in your workflow.
Helpful canvas tools:
  • Grid snapping for consistent alignment
  • Guides when you want cleaner spacing
  • Duplicate tile for repeated layouts
  • Grouping when multiple tiles belong together
  • Resize dashboard canvas if the workspace size itself needs to change

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Edit with the inspector

After selecting a tile, use the inspector to:
  • Change appearance
  • Adjust module settings
  • Update content
  • Refine layout and spacing
If a dashboard feels crowded, split it into multiple tabs instead of trying to fit everything onto one screen.

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Add modules with intention

Modules are most useful when each tile has a clear purpose. Examples:
  • Planning and team visibility: Planning Center, Person
  • Audio-related monitoring: SPL Meter, Live Transcription
  • Playback or presentation status: ProPresenter
  • Utility and reference content: Text, Image, Document, Webpage, Time
If content needs to move independently, use separate tiles. If content should stay visually grouped, use multiple modules in one tile.

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Test in Live Mode

  1. Confirm your integrations are connected.
  2. Switch to View > Live Mode.
  3. Verify that live modules update the way you expect.
  4. Return to Canvas View if you need to make changes.

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Save your work

Use these file actions while building:
  • File > Save Dashboard
  • File > Save Dashboard As...
If a dashboard already has a file location, Relay can autosave changes back to that file when autosave is enabled in settings.

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Troubleshooting

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I cannot save the dashboard

Check whether:
  • There are unsaved changes
  • The file location is writable
  • You opened a valid Relay dashboard file

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A tile seems missing

If a tile ends up outside the visible area, use the command that brings all tiles back into the canvas.

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The layout looks good in Canvas View but not live

Check:
  • Whether the tile sizes still make sense in Live Mode
  • Whether the content is readable from the actual operating distance
  • Whether the modules you chose are meant to update live