What are widgets and how do I use them?

 

What are widgets?

Widgets allow you to pin content to a user's dashboard to help bring their focus to specific areas of the business. You can:

  • Use widgets to design dashboards for different audience types

  • Pin important content to a users dashboard

  • Allow users to see a to-do list to help users complete tasks that are assigned to them

  • Show users events they can join to encourage self-learning

  • Add admin widgets to allow for an easy view of reporting

How do I use a widget?

On your dashboard underneath the main banner, next to the ellipsis, click on Add Widget.

 

Go through the creator:

Step 1: Search for or select the widget you would like to add.

  • Click on your chosen widget.

Step 2: Fill in the form that pops up.

Depending on the widget chosen the options will be different, so please fill in accordingly.

Step 4: Complete the creation.

  • Once you’re happy with the settings, click on Add Widget. You’ll receive a screen confirming the creation of your widget.

 

Please click on View Dashboard to check if you can see the widget.

 

Did you know that you can use widgets to customise your dashboard?

 

Step 1: Move your widget around the dashboard.

  • Hover over your widget to reveal the 4-way arrowhead.

  • Click and drag your widget to move it around the dashboard.

 

Step 2: Repeat step 1 to re-order your widgets and change the design of your dashboard.

Step 3: Finalise your dashboard.

  • Once you’re happy with your widgets, sit back and enjoy the view of your new dashboard!

 

If you want to learn more about the different types of Widgets in depth then click here.