1. How to create a custom widget?
Every user can create their own custom widgets in Kanbanize to pin crucial information from their account directly on the Dashboard.
1.1 You can create a custom widget via the Advanced Search feature (the magnifying glass) at the top of your board interface. With this feature, you can filter and configure your data to get the specific information you need from your account.
1.2. Use the Refine search criteria option to filter the information you wish to display in the widget.
Let's use a practical example:
You can create a widget that displays all cards on a given board with a certain tag. To narrow down your search in the account -> open the Refine search panel and select the pills "Tags" and "Board".
1.3 The selected pills will instantly appear on the left side of the Advanced Search main panel - > Set the filter criteria (img.1):
- enter the Tag value in the respective text field (Tag is).
(for example "stakeholders")
- select the Board name from the dropdown list with all the existing Boards in your account (Board is) (for example Portfolio Project)
1.4 Click on the Search button (img.1) to run the report and you will get the results in a table format (img.2).
1.5 You can configure your search to display more details in the report -> select the Configure Results button on the top right corner of the panel and select the pills that you want to add in the report.
1.6 To save the filter as a widget -> select the Pin to Dashboard icon at the bottom right side of the panel.
1.7 In order to pin this widget to the dashboard, you need to save it as a new filter first.
Just enter the Filter name and click: Save and pin widget.
1.8. Open the dashboard and you will see the widget to the right side of the screen.
2. How to Edit/Update Custom Widgets?
To edit or update a custom widget follow these steps:
2.1 Click on the Widget's menu (the three dotted icon) and select Settings.
2.2 When the Advanced Search panel opens, just make the changes using the Filters (Refine/Configure) -> then select Save at the bottom left side of the panel -> and Update loaded filter.
2.3 The system prompts you to confirm the changes -> select "Update filter" and the widget on your dashboard will be instantly changed.