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Adding Text Widgets to Dashboards

Table 35. Availability

Free

Team

Business

Enterprise

Pinnacle

Availability: Team, Business, Enterprise, Pinnacle. ; Unavailability: Free;

Overview

Text widgets let you add notes, instructions, or quick links to any Wrike dashboard. Use them to highlight important resources, provide team guidance, or create shortcuts to projects, spaces, dashboards, request forms, and external websites.

How to Add a Text Widget to Your Dashboard

You can add a text widget to your dashboard in two ways: using the + Add widget button or from the Widget Gallery.

Add a Text Widget With the + Add Widget Button

  1. Open the dashboard where you want to add a text widget.

    Add_a_Text_Widget_With_the___Add_widget_Button_1.png

  2. Click the + Add widget 1 button.

    Add_a_Text_Widget_With_the___Add_widget_Button_2.png

  3. Select Text 2 from the list.

    Add_a_Text_Widget_With_the___Add_widget_Button_3.png

  4. An empty text widget 3 is added directly to the dashboard.

Add a Text Widget From the Widget Gallery

  1. Go to your dashboard.

  2. Click the + Widget 1 button in the upper right.

    Add_a_Text_Widget_From_the_Widget_Gallery_1.png

  3. In the sidebar, select Other 2 to find the text widget.

    Add_a_Text_Widget_From_the_Widget_Gallery_2.png

  4. Click Text widget 3 to add it to the dashboard.

    Add_a_Text_Widget_From_the_Widget_Gallery_3.png

  5. An empty text widget 4 appears on your dashboard.

Formatting Text in the Text Widget

You can personalize and format text in the text widget to boost readability and make your content stand out. You can use it to:

  • Add headers

  • Change font size and color

  • Make text bold, italic, or underlined

  • Create numbered or bulleted lists

  • Add hyperlinks

  • Align text

  • Add checklists

Tip

Use bullet points or checklists to organize instructions or action items.

Formatting_Text_in_the_Text_Widget.gif

Customizing Text in the Text Widget

You can personalize your text widget using the widget settings.

To customize your widget:

  1. Click the three dot menu 1 in the widget’s title bar.

    Customizing_Text_in_the_Text_Widget_1.png

  2. Click the Edit design 2 in the widget’s configuration.

  3. In the widget settings, you can:

    1. Show or hide the widget header 3.

      Tip

      Hiding the widget header lets you use your own text as a section title in the dashboard, so your custom header appears without an extra widget title above it.

      Customizing_Text_in_the_Text_Widget_2.png

    2. Show or hide the icon 4, and click Change icon 6 to pick a new icon for your widget.

    3. Change the background color by toggling the Background color 5 option.

      Customizing_Text_in_the_Text_Widget_3.png

  4. Duplicate 7 the widget.

  5. Delete 8 the widget.

These settings help you create widgets that match your workspace style and highlight important information.

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