Add and Remove Widgets
Add widgets from the widget library and remove widgets you no longer need.
Widgets are the building blocks of a dashboard. Each widget summarizes one part of the workspace, such as finance, CRM, projects, tasks, activity, or HRM time tracking.
Add widgets that support the dashboard's purpose. Too many widgets make the dashboard harder to scan and harder to keep useful.
Add a Widget
- Open Dashboard.
- Select the dashboard you want to edit.
- Select Add Widget. If the dashboard is not already in edit mode, Agiled switches into edit mode before opening the widget library.
- Use the category filter to narrow the list:
- General
- CRM
- Finance
- Projects
- HRM
- Select the add button beside the widget.
The widget is placed in the next available space in the dashboard grid.
After adding a widget, move it near related widgets and resize it so labels, charts, and rows are readable.
Add widgets in groups that match the dashboard routine. Finance review widgets, sales pipeline widgets, and delivery workload widgets are easier to scan when they are not mixed randomly.
Recent Widgets
Agiled remembers recently used widget types in your browser. When you reopen the add-widget dialog, recently used widgets appear at the top so you can add common widgets faster.
Choose Widgets By Decision
Before adding a widget, ask what decision it supports. A dashboard for sales, finance, delivery, or HRM should show the few signals that help that audience act, not every available metric.
Use separate dashboards when one audience needs a different decision set. A finance review dashboard, sales dashboard, and project delivery dashboard should not compete for space on the same page.
Remove a Widget
- Select Edit Layout.
- Open the widget actions menu.
- Select Remove Widget.
Removing a widget only removes it from the current dashboard layout. It does not delete the underlying records used by that widget.
Remove widgets when they duplicate information, no longer support the dashboard routine, or rely on modules the team does not use.
Before removing a widget from a shared dashboard, confirm no teammate relies on it for a recurring review.
If the widget is wrong because the source data is wrong, fix the source data instead of removing the widget. Removing it can hide the operational issue from future reviews.
Who Can Add Widgets
You can edit dashboards you own. Shared or system dashboards may be view-only depending on your role and how the dashboard is configured.
Members see the widgets they are allowed to use. Admins and owners can use the full dashboard widget library.
Troubleshooting
If a widget is missing from the library, check dashboard edit access, module settings, and role permissions.
If a newly added widget is empty, configure it and confirm the source module has matching data.
If a widget looks wrong, open the source module before changing the dashboard. The widget may be reflecting missing records, filters, permissions, or dates.
After removing or adding widgets on a shared dashboard, ask one intended viewer to open the dashboard and confirm it still supports the review routine.
Widget Review Routine
Every month or after a process change, remove widgets that no longer drive a decision, add missing signals, and confirm the dashboard still answers the review question it was built for.