Dashboards

Adding Widgets to Your Dashboard

On your dashboards, you can add widgets to access different functionalities. Using widgets, you can check in on your objectives, view your calendar, add tasks, track your team’s progress, and more. 

To add a widget

  1. On the top toolbar, click the Modules menu and select Dashboards.
  2. Click the Edit icon to the right of the dashboard title in the upper left region of the dashboard to edit the existing dashboard or click the +Dashboard icon to add a new dashboard. 
  3. Click the + Widget icon in the upper-right corner. 
  4. On the widget list, click the Add to Dashboard  button next to the widget you would like to add.
    You can also search for a specific widget using the search feature at the top or select a widget category.

5. Edit the widget title and size.

NOTE: Some widgets have additional customization options available such as filters, embed codes, ability to import data, etc.  Not all widgets have detailed help but the more complex widgets have associated help articles.  Here are a few of the widgets with additional settings and help associated with them:

 

6. Click the Save button. 

7. If you want to adjust the widget position, click the Move icon in the center of the widget, then drag the widget into place. 

8. If you want to change the widget size, settings or title after you’ve added the widget, click the Settings icon in the upper-right corner of the widget.

9. Click the Close Close-1 icon. 

10. Click the Done icon.