Creating Custom Dashboard Widgets
All users except for collaborators in all paid accounts can use dashboards. They must have full or editor access to a dashboard to create a widget there.
Custom widgets can help when you wish to display complex information in a way that’s easy to understand and stays up-to-date. Please note that only tasks shared with you will show up in widgets. You can also create widgets from templates.
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Navigate to the dashboard where you want to create a widget.
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Click + New Widget in the top banner.
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In the pop-up window that opens hover over Custom Widget and click Configure.
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In the window that appears:
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Enter the widget title 1.
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Select the folders, projects, or spaces you want to include tasks from 2.
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Check the Include tasks from subfolders box if you want the widget to show tasks from subfolders and subprojects 3.
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Choose the sorting order 4.
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Check the Show folder names box if you want to see tasks’ tags in the widget 5.
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Apply the necessary filters 6. The preview window in the middle shows which tasks will appear on the widget based on current filters.
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Click Add to Dashboard 7.
A custom widget appears on the dashboard you selected. It will display all tasks shared with you that meet the criteria you specified in Step 5.