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Text Block Widget

Embed a document (SmartDoc) directly in a dashboard.

Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

Plan Availability

All plan types

Permissions

Administrators: Can manage settings and permissions for widgets. Solution Owners: Can configure and edit content within the widget.

Related Reading

Overview

The Text Block Widget allows you to embed rich text content directly into your SmartSuite dashboard. Using SmartSuite's SmartDoc feature, this widget enables advanced text formatting to provide context and essential information.

Common Uses

You can use the Text Block Widget for:

  • Displaying project standards and guidelines

  • Onboarding documentation for new team members

  • Process documentation to assist users on your dashboard

  • Embedding long-form content for additional context

How to Add and Use the Text Block Widget

Step 1: Add the Widget

  1. Navigate to your SmartSuite Dashboard.

  2. Click + Add Widget.

  3. Select Text Block Widget from the list.

Step 2: Add or Edit Content

  • Copy & Paste: Import existing content easily.

  • Author Fresh Content: Type directly into the widget.

  • Use Rich Text Formatting:

    • Headings (H1, H2, H3)

    • Hyperlinks

    • Text styling (bold, italic, underline)

    • Lists (bullets and numbers)

    • Colored text for emphasis

Step 3: Set Editing Permissions

You can control who can modify the content:

  • Admins and Solution Owners (default setting)

  • Specific team members (custom selection)

Practical Scenarios and Use Cases

1. Departmental Guidelines

Scenario: The HR team wants to display onboarding guidelines for new employees.

Solution: Use the Text Block Widget to embed the employee handbook, training links, and key policies for easy access.

2. Project Documentation

Scenario: A development team needs to share API documentation with cross-functional teams.

Solution: Add the documentation directly into the widget with formatting and hyperlinks for seamless navigation.

3. Real-Time Announcements

Scenario: A sales team wants to update members on new campaign strategies and goals.

Solution: Use the widget to post weekly updates, sales targets, and critical strategy changes.


With the Text Block Widget, you can keep your SmartSuite dashboard informative and well-organized with rich-text content that enhances collaboration and efficiency.

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