How do I add widgets and customize my Organization tab?
How to add and remove widgets on your dashboard and customize how they appear.
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Table of Contents
Add/Remove Widgets
To add, remove, and customize widgets, follow these steps:
- Click the gear icon in the upper right corner of the screen to open the Settings menu.
- Home Dashboard settings are the default view to open. Click the subcategory, "Organization Dashboard", to jump down to the designated organization widgets.
- To add a widget, click on the widget name so that it is highlighted in blue. This indicates that the widget is "on" or visible.
- To remove an existing widget from your dashboard, click on the widget's name so it switches from blue to gray. Gray indicates that the widget is "off" or no longer visible on your dashboard.
About Each Widget
Each widget displays its name, description, and icon. This helps you better understand what information each widget contains and customize a dashboard that is most valuable to you.
Additional Widget Customization
Click the three dots in the top right corner of the dashboard widget to open an additional customization menu.
- Here you can select the sizing, edit the placement, or remove the entire widget from your dashboard if desired.
