ProcessPro

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.

The table describes each widget type. Select the widget name to open its article, which explains what the widget is used for, what it shows, how to configure it, and includes an example from the dashboard.

<b><i>Some widget types only display when the matching company feature is enabled - for example Strategic Plans, Risk Manager or Dynamic Forms.</i></b>

<a href="https://help.processpro.io/en/articles/15432075-configurable-dashboards-explained">Configurable Dashboards explained</a>

<a href="https://help.processpro.io/en/articles/15496476-allow-dashboard-configuration-company-setting">How to enable Configurable Dashboards for your company</a>

<a href="https://help.processpro.io/en/articles/15496131-managing-dashboard-widgets">How to add, edit, delete a widget</a>

<a href="https://help.processpro.io/en/articles/15496522-create-a-new-dashboard-that-can-be-personalised-and-shared">Create a New Dashboard that can be Personalised and Shared</a>

<a href="https://help.processpro.io/en/articles/15496566-dashboard-manager">Dashboard Manager</a>

- <a href="https://help.processpro.io/en/articles/15432075-configurable-dashboards-explained">Configurable Dashboards explained</a>
- <a href="https://help.processpro.io/en/articles/15496476-allow-dashboard-configuration-company-setting">How to enable Configurable Dashboards for your company</a>
- <a href="https://help.processpro.io/en/articles/15496131-managing-dashboard-widgets">How to add, edit, delete a widget</a>
- <a href="https://help.processpro.io/en/articles/15496522-create-a-new-dashboard-that-can-be-personalised-and-shared">Create a New Dashboard that can be Personalised and Shared</a>
- <a href="https://help.processpro.io/en/articles/15496566-dashboard-manager">Dashboard Manager</a>

Every ProcessPro dashboard widget type explained: counters, charts, lists, links, notes, images and more. See what each widget shows, what it requires, and follow links to set-up help for all 23 widget types.

Configurable Dashboards Widget Types

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Widget Type	Description	Requires
Assignments by Status	Presents a chart of goal assignments grouped by status, with optional breakdowns by role, focus area or business unit.	Strategic Plans
Control Effectiveness Distribution	Presents a chart of controls grouped by effectiveness.	Risk Manager
Controls Linked to Risks	Presents a chart of controls linked to risks.	Risk Manager
Generic Chart	Presents a chart showing the distribution of objects across different status values.	-
Goal Progress Chart	Presents a chart of goal progress grouped by focus area, status or owner.	Strategic Plans
Image	Use an existing attachment or upload a new attachment to display as an image. The image can link to a URL.	-
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.	-
Main Dynamic Form	Displays recent submissions for a dynamic form.	Dynamic Forms
Note	Displays custom text, instructions, announcements, or other information entered by dashboard editors.	-
Object Counter	Shows the number of records or objects that meet specified criteria.	-
Object List	Displays a list of last viewed or favourite objects.	-
Object Task Counter	Shows the number of tasks attached to objects.	-
Plan Goal List	Displays a list of goals with their tracking statuses.	Strategic Plans
Plan Progress List	Displays the progress of the plans created from a plan template.	Strategic Plans
Progress by Business Unit	Presents a chart of goal progress by business unit, starting from a role or person.	Strategic Plans
Progress by Goal Template Field	Presents a chart of goal progress grouped by a goal template field.	Strategic Plans
Progress Timeline	Displays timeline and progress information for goals or tasks.	Strategic Plans
Risk Category Distribution	Presents a chart of risks grouped by category.	Risk Manager
Risk Rating Distribution	Presents a chart of risks grouped by residual or inherent rating.	Risk Manager
Risk Type Distribution	Presents a chart of risks grouped by risk type.	Risk Manager
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.	-

Configurable Dashboards Widget Types

Widget Types

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