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 |
Object Counter | Shows the number of records or objects that meet specified criteria. |
User Counter
| Displays the number of users that match selected conditions or filters. |
Generic Chart | Presents a chart showing the distribution of objects across different status values. |
Last Viewed | Lists the records or items most recently viewed by the current user. |
Items Requiring Attention | Highlights records, tasks, or activities that need action from users. |
Tasks Due Soon | Displays tasks that are approaching their due date and require attention. |
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. |
Notes | Displays custom text, instructions, announcements, or other information entered by dashboard editors. |
Examples of widget types:
Object Counter
| User Counter |
Generic Chart
| Last Viewed
|
Items Requiring Attention
| Tasks Due Soon
|
Link - Opening a new tab
| Link - Embedded
|
Notes
|
|
Read more about:
How to add, edit, delete a widget








