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Configurable Dashboards Widget Types

A widget is a dashboard element that displays specific information or functionality, helping users monitor and access important data at a glance.

Written by Hylet Pistorius

Widgets are configurable dashboard components that display specific information or functionality, such as counts, charts, tasks, notes, links, or compliance status, allowing users/companies to customise their dashboard to show the data most relevant to them.

Widget Types

The table describes each widget type with an example shown further down the article.

Widget Type

Description

Notes

Displays custom text, instructions, announcements, or other information entered by dashboard editors.

Generic Chart

Presents a chart showing the distribution of objects across different status values.

Image

Use an existing attachment or upload a new attachment to display as an image.

Items Requiring Attention

Highlights records, tasks, or activities that need action from users.

Link

Provides access to external websites, documents, or applications. Links can be configured to open in the same tab, a new tab, a popup window, or be embedded directly within the dashboard.

Object Counter

Shows the number of records or objects that meet specified criteria.

Object List

View a list of last viewed/ favourite objects.

Tasks Due Soon

Displays tasks that are approaching their due date and require attention.

User Counter

Displays the number of users that match selected conditions or filters.

Examples of widget types:

Notes

Generic Chart

Image

Items Requiring Attention

Link - Opening a new tab

Link - Embedded

Object Counter

Object List

Tasks Due Soon

User Counter


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