Adding Widgets to Home Dashboard

You can add widgets to a home dashboards that provide compact at-a-glance views into recently accessed content, recent published content, favorite content, assigned tasks, and more.

As an administrator, you can choose to allow site administrators to customize a site-specific home dashboard, see Enabling Dashboards.

Add a Widget to the Home Dashboard

  1. Click Home, and then click Add/Edit Widgets.
  2. For Site, select the site whose dashboard you want to set up. For the site-specific dashboard, you start with a new, blank area with no widgets selected. If you would like to see the system default dashboard for reference, for Site, select System Default. Switch back to the site dashboard when you are ready to continue.

  3. In the Widgets menu, do any of the following:

    • In the Basic Widgets section, click the name of a widget from the list of predefined basic widgets.

      Some of the basic widgets you can add to a dashboard will have the same contents for all users (Company Message and Recently Published Documents), while other widgets will show information specific to the currently logged in user (My Tasks, My Favorites, and My Recently Accessed Content). The structure and content of all basic widgets except Company Message are preset and cannot be modified.

      • My Tasks Shows the percentage of the user's assigned tasks for the past year that have been completed.

      • Company Message Shows a general announcement or reminder message created by a global administrator. By default, the name of the widget is "Company Message." If the administrator changes the title, the name will appear in the title bar, such as Save the date! in the example shown below.

        To edit the text, in the widget header, click , click Edit Header or Edit Body, make the necessary changes, and then click Save. The body text can contain user formatted text using basic HTML tags, such as font styles, lists, and hyperlinks.

      • My Favorites Shows a list of the first six documents alphabetically that the user has marked as favorites. The user can click a title to open a document. If the user has more than six favorites, a View All Favorites link is available.

      • My Recently Accessed Content Shows a list of the last six content items (documents, assessments, and campaigns) the user has opened.

      • Recently Published Documents Shows a list of the last 25 documents that have been approved and published. Users see only those documents they currently have access to by virtue of their assigned roles and permissions and each document's task assignments and security settings.

    • In the My Saved Reports section, click the name of a saved report.

    • In the System Saved Reports section, click the name of a system saved report. The list of available reports includes reports you own, reports you are assigned permission to view, or reports you created as a global administrator (see Accessing Reports for details).

    • In the Custom Widget section, click the name of a custom widget. This list includes widgets that were preciously created.

  1. On your Dashboard, you can arrange the widgets by clicking on a widget header and dragging the widget to a new position. Report widgets may contain a link to the report content. For security reasons, a report widget contains only high-level summary data, and the View Report link is available only to a user assigned to view the report, the report owner, or a global administrator.

  2. (Optional) To remove a widget from your dashboard, in the widget pane, click .

  1. When finished, in the Widgets menu, click .

Add a Custom Widget to the Home Dashboard

The structure and content of all basic widgets except Company Message are preset and cannot be modified. However, you can add a custom widget to the home dashboard which can be designed to suit your business needs.

  1. Click Home, and then click Add/Edit Widgets.
  2. Click Add Custom Widget, and then do the following:

    • For Widget Title, type a title, and in the Body box, type a description to appear in the widget. The body section can contain user formatted text using basic HTML tags, such as font styles, lists, and hyperlinks.

    • If you want to include a list from a particular category, click Include a list of published documents from a certain category, and then select a category. The first 100 documents are shown in alphabetical order by title.

    • Click Save.

  3. When finished, in the Widgets menu, click .

Edit a Custom Widget on the Home Dashboard

You can edit a custom widget that is on the home dashboard.

  1. Click Home, and then click Add/Edit Widgets.

  2. In the custom widget pane, you want to modify, click .

  3. Type a title, body, and select a category. The body section can contain user formatted text using basic HTML tags, such as font styles, lists, and hyperlinks.

  4. Click Save.

  5. When finished, in the Widgets menu, click .