Creating new dashboard widgets
This guide walks you through the process of adding and customizing widgets on your dashboard. Whether you’re looking to enhance your workflow with task-specific tools or simply communicate important information using HTML panels, this guide provides clear steps to optimize your dashboard setup.
If you prefer watching a video, we have a tutorial that provides an overview of how to use the HTML panel editor.
Adding a widget to a dashboard
To add a widget to the dashboard, select Add Widget in the upper-right corner of the dashboard area.
In this example, you’ll select the My Tasks widget for all desktop users.
You can also save filters for the widgets that display within the tab. For instance, when you add a My Tasks widget, the Open task filter is automatically applied to only show tasks that haven’t been completed. You can then click the filter icon to add additional filters as you see fit.
Predefined filters that are saved by the administrator in a dashboard can not be changed by the users or groups to whom the dashboard is assigned.
Adding an HTML widget to your dashboard
Sometimes you might want to add informational widgets to your dashboards. These can be used for announcements, help text or anything else you might want to communicate to users. To do this, add an Html Panel widget.
Once you’ve added the panel widget, select Editor in the widget’s header to customize the content. Note that you may have to double-click.
The following image shows the entire flow.
For more information on using the HTML widget editor, refer to our guide on using the dashboard HTML panel widget.