How to add/remove a widget to/from your dashboard.

Each user can decide which widgets they wish to see on their dashboards. To add/remove a widget follow the steps below, the list of widget options will depend on which workflow systems you have active and how they are configured:

Adding a widget:

  1. Navigate to the dashboard you wish to add the widget to. To get to your main dashboard just click the Glide icon in the top left of the screen. To get to supplementary dashboards click on the menu labelled with your name and then click on the name of one of your dashboards.
  2. Once you are looking at the dashboard you shall see a + icon in your menu, this will be just to the right of your name. Click on the + icon.
  3. You will see a pop up called Add widget. If you wish to add the widget to the left side of the dashboard leave the Left column radio button selected, alternatively if you wish to add the widget to the right column of the dashboard then select the Right column button instead. It doesn't really matter because you can re-position any widget at any time by dragging it around on the dashboard.
  4. You will see a drop down listing all of the available widgets, the 1st widget At A Glance will default to being selected. Click into the dropdown to open up the full list and select the widget you wish to add. You can add a widget to the same dashboard multiple times, for example if you wish to have it filtered differently.
  5. Click the blue Add widget button to add the widget to your dashboard.
  6. Repeat steps 3-5 adding as many widgets as you wish.
  7. Click the white Done button to close the pop up.

You will now see new widgets on your dashboard which you can drag to re-position. You can also change the filter level of most widgets to set whether you want to see all jobs, jobs you are linked to or just jobs you are holding.

Removing a widget:

  1. Navigate to the dashboard you wish to remove a widget from. To get to your main dashboard just click the Glide icon in the top left of the screen. To get to supplementary dashboards click on the menu labelled with your name and then click on the name of one of your dashboards.
  2. Scroll to find the widget you wish to remove and click on the X icon towards the top right corner of the widget. This will remove the widget.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us