Plan Availability | All plan types |
Permissions | Solution Creators and Workspace Admins: Add, edit, move, and delete widgets within dashboards. |
Related Reading |
Edit Mode Overview
When you hover over any widget in Edit Mode, a border appears around it with several interaction options. These buttons allow you to:
Move widgets up or down within the layout.
Manually reposition widgets by dragging them.
Resize widgets to adjust screen space usage.
Widget Movement Options
Automatic Rearrangement:
Widgets of equal width switch places automatically.
Wider widgets adjust into new rows as needed.
Drag-to-Move Icon:
Click and drag the widget to reposition it anywhere within the dashboard.
Floating Button Panel:
Access quick action buttons like Move Up, Move Down and Edit and “…” icon which allows you to access Minimize, Highlight Color, Duplicate Widget, Delete Widget and Collapse by Default.
Editing, Resizing, and Moving Widgets
Editing a Widget
Hover over the widget.
Click the Edit Widget icon in the floating button panel.
Modify widget settings to adjust its content, appearance, and behavior.
Moving a Widget
Hover over the widget.
Drag from the upper left corner to relocate it.
Use the button panel arrows to move the widget up or down.
Resizing a Widget
Drag the edges of the widget to resize it.
Control how much screen space the widget occupies.
Adjust the layout to optimize adjacent widgets.
More Widget Options
From the three-dot menu in the button panel, you can:
Minimize the widget to hide its content.
Highlight the widget by selecting a background color.
Duplicate the widget to create another instance with the same settings.
Delete the widget if it is no longer needed.
Collapse by default to keep the widget minimized on initial view.
Practical Use Cases and Scenarios
1. Customizing a Sales Dashboard
Scenario: A sales manager wants to organize widgets displaying key sales metrics.
Solution: Drag, resize, and highlight widgets to emphasize revenue, leads, and conversions.
Outcome: A visually structured dashboard with easy access to critical sales data.
2. Optimizing Team Collaboration Widgets
Scenario: A project manager wants to keep task updates easily accessible.
Solution: Resize and position task-related widgets for visibility and quick reference.
Outcome: A more efficient workflow with instant project status updates.
3. Simplifying Data Visualization
Scenario: A marketing analyst wants to highlight key campaign performance indicators.
Solution: Use the highlight color feature and arrange widgets by priority.
Outcome: A more readable and actionable marketing insights dashboard.