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Adding a widget to your dashboard

Updated on April 5, 2022

Increase the productivity of your team by personalizing the dashboard with widgets that display relevant information. For example, you can design a workspace that includes a widget for frequently used reports to help managers save time and oversee their projects.

  1. In the navigation menu of your application, click Dashboard.

  2. In the upper-right corner of the work space, click the Personalize the dashboard icon.

  3. In the Edit dashboard pane, choose a widget:

    1. In the slot where you want to position the widget, click Add widget.

    2. In the Add widgets to slot window, select one or more widgets that you want to add to the slot, and then click Add selected.

      Result: The widget appears at the bottom of the slot.
    3. Optional:

      To change the position of the widget, drag the widget into the correct slot by following the guide markers that are displayed on the screen.

    4. Optional:

      To remove any of the widgets, click the Delete this widget icon.

    You can also add or delete widgets by using the Add widget(s) and Delete this widget buttons in the user interface preview.

  4. In the work area, hover over the newly added widget, and then determine if there are additional options to configure:

    Click to edit
    1. Click the widget.

    2. In the Edit dashboard pane, edit the widget with the configuration controls.

    3. Click Save.

    4. Click Publish.

    No Click to edit messageClick Publish.

  • Dashboard widgets

    A dashboard widget displays operational information about your application and key performance indicators, such as the number of assigned items or the average time to resolve a case. By personalizing your dashboard with widgets that are relevant to your role, you can increase productivity.

  • Sharing a dashboard with your team

    As a team manager, you can publish your dashboard to share it with your team. By providing a baseline layout with commonly used tools, you can help team members save time while they set up their environment.

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