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 |
Read more about:
How to add, edit, delete a widget









