Add and customize dashboard widgets

Add widgets, move and resize them, and filter what they show.

Widgets turn a dashboard into a useful overview.

Each widget can show different data and different filters.

Add a widget

1

Open the dashboard

Open the dashboard you want to edit.

2

Open the widget list

Click the + button in the bottom-right corner.

3

Choose a topic and widget

Select a topic first.

Then choose the widget you want to use.

4

Place the widget

Drag the widget into the dashboard.

Arrange the layout

You can:

• drag widgets to a new position
• resize widgets by dragging the corners
• add the same widget more than once with different filters

Customize a widget

1

Open the widget options

Hover over the widget.

Then click the < button on the widget.

2

Choose the action

Use Save to keep your changes.

Use Settings to configure the widget.

Use the pencil button to rename it.

Use the bin button to remove it.

3

Set the widget criteria

Add the filters that decide what the widget shows.

The available criteria depend on the widget.

4

Add rules or rule groups

Click Add rule.

Then build one condition or combine multiple conditions.

Example filters

Common examples include:

• work orders from the last 7 days
• records assigned to one employee
• only one status or category

Frequently asked questions

Do all widgets support the same filters?

No.

The available criteria depend on the widget.

Can I rename a widget?

Yes.

Use the pencil button in the widget options.

Can I remove a widget later?

Yes.

Use the bin button in the widget options.

Related topics

• Create an additional dashboard
• Control who can see a dashboard
• What are Dashboards?