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.
Create a dashboard widget from the List view that shows tasks from a particular folder, project, or space:
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Navigate to the folder, project, or space containing tasks you want to see in a widget.
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Switch to the List view.
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Display or hide tasks from subfolders by using the three-dot menu next to the Leave feedback button and clicking the Tasks from subfolders option in the menu to include tasks from all descendant folders and projects.
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Choose the sorting order for tasks by clicking on the sorting drop-down in the upper-left corner of the view and selecting one of the options. The order that you choose becomes the order that tasks are sorted on your widget.
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Set up the filters for your widget. Click the filter icon in the upper-left corner of the window to open a full menu that contains the option to filter your custom fields. Click the name of the current filter to choose from your filter presents.
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Next, click the three-dot menu button in the upper-right corner of the List view panel 1.
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Hover over Add to Dashboard 2 in the menu that appears, and select the dashboard you’d like to add your widget to from the list that opens 3.
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Name your widget and click the Add to Dashboard button 4.
Your custom widget is added to the dashboard you selected in Step 6 and will display tasks that are shared with you and that meet the criteria you specified in Steps 2-4. You can edit the widget criteria from the Dashboard view. Your custom widget is also available to add to other dashboards.