Every user can create their own, custom widget in Kanbanize to pin crucial information from their account directly on the dashboard.
How to create a Custom widget?
1. You can create your custom widget via the Advanced Search (the magnifying glass) on the top right side of your screen.
1.1 Open the Advanced Search panel.
1.2. Use the Refine Search Criteria option to filter the information you wish to show in the widget.
For example, you can create a widget showing all cards on a certain board with a certain tag. Set the filter criteria: "Board" and "Tag" -> click on Search.
1.3. When the search results are listed, Click on the pin icon (next to the public link/unshare).
1.4. Save your widget by typing a name and description (optional) in the corresponding fields -> click on Save and pin widget.
1.5. The system will confirm that the widget has been pinned to the dashboard. Click on Open dashboard
to view the custom widget on your Main Dashboard.
2. There is also another way to add a custom widget to your board:
2.1. When you run an Advanced Search –> save your search filter by clicking on Save at the bottom left of the Advanced Search Panel.
2.2 Type the filter name and description in the corresponding fields - > click on Save and pin widget.
2.3. Go to your main dashboard -> click on the Retractable menu ->Add Widget.
2.4. All Custom widgets will be stored in the Add Dashboard Widgets panel -> select the widget ->Add widget to make it visible on your dashboard.
How to Edit/Update Custom Widgets?
To edit or update a custom widget follow these steps:
1.Click on the widget's menu (dotted icon) -> select Settings.
2. When the Advanced Search panel opens, change your search criteria or the view -> click on Save -> Update loaded filter
3. Confirm by clicking on Update filter and the widget on your dashboard will be changed.