Adding a Widget to My Dashboard

A personal dashboard provides favorite content, recently accessed content, published content, assigned tasks, and more in at-a-glance compact views called Widgets.

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 your dashboard which can be designed to suit your business needs.

Add a Widget to My Dashboard

  1. Click My Dashboard, and then click Add/Edit Widgets.
  2. 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 (see Basic Widget Descriptions for details).

    • 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 My Dashboard

  1. Click My Dashboard, 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

You can edit a custom widget that is on your personal dashboard.

  1. Click My Dashboard, 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 .