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 -> 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. Note that you can also share the filter with users in your account.
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 (1) and click: Save and pin widget.
If you want to share the filter with other users in your account, please select their usernames from the dropdown menu (2). Every time you share a filter with a user, they receive an email notification.
1.8. Open the dashboard and you will see the widget to the right side of the screen.
All shared widgets become available under the "Widgets shared with me" section of the Widgets panel (located in the retractable menu to the right bottom side of your dashboard).
The users can add it to their Dashboards, just by clicking on the shared widget.
To learn how to edit your custom widget, please check the dedicated article.
To learn how to make use of the predefined widgets in your account, please check the dedicated article.