The Note widget displays custom text on your dashboard. Use it for announcements, instructions, reminders or any information your team needs to see every day.
What this widget is for
A dashboard answers "what should I look at?" - a Note answers "what should I know?". Add one to welcome new team members with instructions for the dashboard, publish a short announcement alongside the numbers, or remind everyone of an upcoming audit date. The note is maintained by dashboard editors, so it stays current without any data configuration.
What the widget shows
The widget displays the text you enter, inside a widget frame with the header and title styling you choose. Nothing else is shown - the Note widget is not connected to any ProcessPro data.
Quick Steps
Select the Edit Layout button on the dashboard.
Select the Add widget button. The Add Dashboard Widget window opens.
On the Details tab, enter a widget header and select Note from the Type dropdown.
On the Configuration tab, enter the text to display.
Select the green Save button. The widget displays on the dashboard.
Select the Done button to exit editing mode.
Configuration options
Text: the message displayed in the widget. Enter plain text such as an announcement, instruction or reminder.
Every widget also has common display options for the header, title, subtitle, help text and title styling. See Managing Dashboard Widgets for details.
Example
An example of the Note widget on a dashboard.
Further Information