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Dashboard Widget: FAQ

Provide a structured way to display frequently asked questions on your dashboard.

Emma Montgomery avatar
Written by Emma Montgomery
Updated over a week ago


Plan Availability

All plan types

Permissions

Solution Creators and Workspace Admins: Install, configure, and manage FAQ Widgets.

Related Reading


Overview

The FAQ Widget provides a convenient way to present a series of questions and answers on your dashboard. Typically placed on a tab labeled "FAQ," this widget helps address common queries, explain processes, or provide guidelines, ensuring users can quickly find essential information.

Key Features

  • Rich Text Support: Format answers using bold, italics, links, bullet points, and more.

  • Customizable Layouts:

    • One-Column or Two-Column Display: Choose between a single-column format for simplicity or a two-column layout for better space utilization.

    • List or Accordion Display: Opt for a list format that shows all answers at once or an accordion style where users can expand and collapse questions.


Configuring the FAQ Widget

1. Adding the FAQ Widget

  1. Open Your Dashboard: Navigate to the dashboard where you want to add the FAQ Widget.

  2. Click "Add Widget": Located in the upper-right corner of your dashboard.

  3. Choose "FAQ Widget": Search for it in the Widget Library or locate it under the relevant category.

  4. Click "Install Widget": Add it to your dashboard.

2. Setting Up FAQ Content

  • Title: Enter a title for your FAQ section.

  • Description: Enter a description for your FAQ section. This is optional and can be left blank if not needed.

  • Adding Questions and Answers:

    • Click "Add Question" to enter a question.

    • Click on the question to enter the answer.

    • Use the text editor to format responses (bold, italics, links, etc.).

    • Drag and drop questions to reorder them.

3. Customizing the FAQ Style

  • Choose a Layout:

    • One-Column Layout – Best for simple lists.

    • Two-Column Layout – Helps distribute content efficiently.

  • Select an Answer Display Style:

    • List Style: Displays all answers at once.

    • Accordion Style: Allows users to expand/collapse answers for a cleaner look.

4. Finalizing the Widget

  • Once configured, click "Install Widget" to place it on your dashboard.

  • Drag to Reposition: Hover over the widget and use the drag handle to move it.


Practical Use Cases and Scenarios

1. Employee Resource Dashboard

Scenario: HR wants to provide employees with quick access to common company policies.

Solution: Use an FAQ Widget with links to policy documents and answers to frequent HR-related questions.

Outcome: Employees can quickly find answers without contacting HR directly.

2. Customer Support Portal

Scenario: A customer service team wants to reduce repetitive inquiries.

Solution: Implement an FAQ Widget covering common product and service questions, using the accordion style for easy navigation.

Outcome: Reduces support ticket volume and improves customer self-service.

3. Product Onboarding

Scenario: New users need guidance on setting up and using a software product.

Solution: Use an FAQ Widget with setup instructions, troubleshooting tips, and best practices.

Outcome: Enhances the onboarding experience and reduces confusion for new users.

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