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Customizing Dashboards and Widgets

Table 115. Availability - Legacy plans


Overview

All users except for collaborators who have full access to dashboards can rename them. Every user with access to dashboards can rearrange their dashboard list.

In addition, you can customize the widgets of dashboards you have full or editor access to.

Customize dashboards

Rearrange your dashboard list

Customizing_Dashboards_and_Widgets-How_to_rearrange_your_dashboard_list.png
  1. Navigate to the list of your dashboards.

  2. Click the current dashboard's name in the upper left-hand corner.

  3. Hover over the name of the dashboard you want to move in the list that appears.

  4. Click and hold the drag and drop icon on the right.

  5. Drag the title to the appropriate location.

  6. Let go of your mouse when the title is in the correct place.

Altering your dashboard list only affects your view.

Rename your dashboard

Customizing_Dashboards_and_Widgets-How_to_rename_your_dashboard.png
  1. Navigate to the dashboard you wish to change the name of.

  2. Click the three-dot menu in the top left-hand corner.

  3. Select Rename.

  4. Type the new name for your dashboard and press Enter on your keyboard or click anywhere outside the field.

Renaming your dashboard changes its name for your whole team.

Customize dashboard widgets

Resize widgets

Customizing_Dashboards_and_Widgets-How_to_resize_widgets.png

You can adjust widgets to fit everything on your dashboard. Please note that changes made will affect the views of other users.

  1. To change a widget's width and height, hover over the right side of a widget or over its top or bottom respectively until your cursor changes to a double-headed arrow.

  2. Click and hold the mouse button.

  3. Move your cursor to resize the widget.

  4. Release the mouse to save the new size.

Rearrange widgets

You can change the order of your widgets. The changes will affect the views of other users.

  1. Navigate to the dashboard you want to customize.

  2. Hover over the name of the widget you’d like to move until your cursor turns into a four-headed arrow.

  3. Click and hold your mouse and drag the widget to the appropriate location.

  4. Let go of your mouse when the widget is in the correct place.

Select to display folder names

Customizing_Dashboards_and_Widgets-How_to_display_folder_names.png

This option means widgets will display the names of folders that tasks are located in. The changes made won’t affect the views of other users.

Note

This menu option is only available for custom and template widgets that display tasks. It’s not available in the Projects, Files, Conflicts Monitor, and Activity Stream widget templates.

  1. Hover over a widget.

  2. Click the three-dot menu button that appears in the upper-right corner of the widget.

  3. Select Show folder names or Hide folder names in the menu.

Open widgets in the List view

Users with any access role can open the tasks in a widget in List view. However, they’ll only see the tasks they have access to.

  1. Hover over a widget.

  2. Click the three-dot menu button that appears in the upper-right corner of the widget.

  3. Click Open in List view.

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