1. What is a Widget?
The widgets give you a summarized information from your account, which concerns you and your team. Widgets reside on the dashboard for a quick access.
In Kanbanize, there are two types of widgets: Predefined Widgets and Custom Widgets.
2. How to Add a Predefined Widget?
First, click on the Retractable menu (the plus sign) in the bottom right corner of your dashboard -> select ADD WIDGET.
3. Overview of the Predefined Widgets in your account
Select the widget that you want to add to your Dashboard and click on the Add Widget button. The widget will instantly appear at the Dashboard of your account.
You can select any of the following predefined widgets:
2.1 Cards Assigned To Me: it displays all cards, across all projects and boards, which are assigned to you.
2.2 Overdue Cards: it displays all cards, across all projects and boards, which have passed the deadline and are not completed yet (it shows only cards located in "Requested" and "In Progress" columns).
2.3 Overdue Cards Assigned To Me: it displays all overdue cards, across all projects and boards, which are assigned to you (it shows only cards located in "Requested" and "In Progress" columns).
2.4 Blocked Cards Assigned To Me: it displays all blocked cards, across all projects and boards, which are assigned to you.
2.5 Process Efficiency: it displays how efficient your process is. Read about the Process Efficiency widget in the dedicated article.
2.6 Initiatives in Progress: it displays all selected boards in separate blue sections along with the corresponding Initiatives, which are currently in progress. You can add other boards to the widget using the Selected Boards option in the menu.
3. How to custom your Predefined Widget?
Once you add a widget to your dashboard, it becomes customizable. Each widget has a settings menu (the dotted icon on the top right side of the widget), from which you can complete the following actions:
3.1 Settings: You can edit your widget by refining/configuring the information that is displayed in the widget via the Advanced search panel capabilities.
3.2 Export: this option allows you to export the information from the Widget in an Excel file.
3.3 Rename: Select Rename to change the name of the Widget -> type the new name in the Widget name filed -> click on Rename.
3.4 Switch to Half-View: Reduce the size of the widget to make space for more widgets on your dashboard by clicking on Switch to Half-View. Click on Switch to Full-View to expand the widget again.
3.5 Remove: If you do not need the widget on your Main Dashboard anymore -> select Remove.
4. How to refresh your widget?
The information in the widgets is automatically refreshed once a day, but you can do it manually by clicking on the refresh icon.
Please, read the dedicated article to find out how to create a custom widget.