Dashboard Widget: Heading
Organize your dashboard with structured sections and customizable headings.
Plan Availability | All plan types |
Permissions | Solution Creators and Workspace Admins: Add, configure, and manage Heading Widgets. |
Related Reading |
Overview
The Heading Widget brings structure and clarity to your dashboard by creating designated sections with customizable headings and descriptions. It serves as an anchor, helping users navigate and understand different segments of information.
Key Features
Customizable Headings: Adjust font size, text color, alignment, and formatting (bold, italic, underline, highlighting).
Descriptive Text Area: Add bullet points, numbering, and hyperlinks to provide detailed context.
Visual Organization: Improves dashboard readability and usability.
Configuring the Heading Widget
Adding a Heading Widget
Navigate to your dashboard. For help on creating a dashboard view, see this article.
Open Your Dashboard and toggle the View / Edit Dashboard Modal.
Click "Add Widget" to open the Widget Library.
Locate and Select "Heading" from the available options.
Configuring Widget Settings
Enter Formatted Text: Use heading styles, colors, and hyperlinks in the content window.
Customize Appearance: Adjust alignment, bolding, italicizing, and highlighting for emphasis.
Click "Add Widget" to place it on your dashboard.
Positioning the Widget
Hover over the left dot menu and drag the widget to your desired location.
Editing an Existing Heading Widget
Enter Edit Mode on the dashboard.
Hover Over the Widget and click the Edit button.
Modify the Content: Adjust text formatting, colors, and alignment.
Click "Save" to apply changes.
Practical Use Cases and Scenarios
1. Project Overview Dashboard
Scenario: A project manager needs to separate tasks, milestones, and team members.
Solution: Use the Heading Widget to label sections such as "Current Tasks," "Upcoming Milestones," and "Team Members."
Outcome: Improved dashboard clarity, making navigation easier for team members.
2. Sales Dashboard Organization
Scenario: A sales team wants clear segmentation of key performance metrics.
Solution: Add headings for "Quarterly Sales," "Top Customers," and "Sales Goals," using colors and alignment to emphasize key areas.
Outcome: Sales data is easier to interpret, improving decision-making efficiency.
3. Employee Dashboard Navigation
Scenario: HR needs a structured way to present performance reviews, training, and leave requests.
Solution: Organize the dashboard with headings such as "Performance Reviews," "Training Modules," and "Leave Requests," incorporating brief descriptions for each.
Outcome: Employees can quickly find relevant information, enhancing workflow efficiency.