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Dashboard Widget: Heading
Emma Montgomery avatar
Written by Emma Montgomery
Updated over 3 months ago

The Heading Widget is designed to bring structure and clarity to your dashboard by creating designated sections with customizable headings and descriptions. This widget is an anchor, helping users easily navigate and understand the various segments of information presented.

Heading: The Section Heading Widget offers an array of rich text elements to fully customize your headings' appearance. You can modify font sizes, text colors, and alignment to suit the style and layout of your dashboard. Further, you can enhance your headings with formatting options such as bold, italic, underline, and highlighting, making essential information stand out.

Description: You can add a descriptive text area using bullets and numbering for more detailed context. This versatility allows you to guide viewers through each section of your dashboard, whether introducing a new data set, outlining key metrics, or providing instructions.

With the Section Heading Widget, organizing dashboard content becomes seamless, creating a visually appealing and easy-to-follow structure.

Configuring the Heading Widget

Navigate to your dashboard. For help on creating a dashboard view, see this article.
Toggle the View / Edit Dashboard Modal and click on "Add Widget button."

Locate and select "Heading" from the widget options:

Configure Settings

In the Content window, you can enter the formatted text you want to display in the widget. You have a variety of formatting and customization options within this window such as creating headings, adjusting colors, and hyperlinking.
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Once you are finished customizing, click "Add Widget" to add the widget to your dashboard.


Positioning the Widget

You can move widget to the desired location by hovering over the left dot menu and dragging from the corner.


Editing an Existing Heading Widget

Click on the edit button when you hover the widget. Make sure your dashboard is in Edit mode.

The settings panel will expand, displaying the widget's current configuration. Click into the content box to modify the text content in the provided field. Clicking "Save" will apply the changes.


Use Cases for the Heading Widget

  1. Project Overview Dashboard: Add Section Heading Widgets to break up the dashboard into "Current Tasks," "Upcoming Milestones," and "Team Members," helping users navigate project details effortlessly.

  2. Sales Dashboard: Use the Section Heading Widget to introduce sections like "Quarterly Sales," "Top Customers," and "Sales Goals," using colors and text alignment to emphasize key areas.

  3. Employee Dashboard: Create sections for "Performance Reviews," "Training Modules," and "Leave Requests," using rich text to provide brief descriptions for each section, guiding employees effectively.

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