Edit widgets on the dashboard
Switch to "Edit Mode", and then select the ellipsis "..." for the widget you want to modify. TABLE OF CONTENTS Step 1: Switch to Edit Mode Step 2: Choose…
1 min read195 words3 explained imagesUpdated Wed, 18 Oct, 2023 at 11:33 PM
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Switch to "Edit Mode", and then select the ellipsis "..." for the widget you want to modify.
TABLE OF CONTENTS
Step 1: Switch to Edit Mode
- On your dashboard, click the "EDIT" button.
Step 1 of 1: On your dashboard, click the "EDIT" button What this shows Step 1 of 1: On your dashboard, click the "EDIT" button. What this shows Shows what to click for step 1 of 1 in the "Step 1: Switch to Edit Mode" section of "Edit widgets on the dashboard". This screenshot accompanies step 1 of 1 in the "Step 1: Switch to Edit Mode" section of "Edit widgets on the dashboard". At this point in the walkthrough you on your dashboard, click the "EDIT" button. What to clickOn your dashboard, click the "EDIT" button.
Step 2: Choose the widget you want to edit
- To edit a widget, locate the three-dot menu in the top-right corner of the widget you wish to edit. Click on it, and from the dropdown menu that appears, select "Edit."
Step 1 of 2: To edit a widget, locate the three-dot menu in the top-right corner of… What this shows Step 1 of 2: To edit a widget, locate the three-dot menu in the top-right corner of the widget you wish to edit. What this shows Shows what to choose for step 1 of 2 in the "Step 2: Choose the widget you want to edit" section of "Edit widgets on the dashboard". This screenshot accompanies step 1 of 2 in the "Step 2: Choose the widget you want to edit" section of "Edit widgets on the dashboard". At this point in the walkthrough you to edit a widget, locate the three-dot menu in the top-right corner of the widget you wish to edit. Click on it, and from the dropdown menu that appears, select "Edit.". The next step is to an editing menu will appear on the right-hand side. What to chooseTo edit a widget, locate the three-dot menu in the top-right corner of the widget you wish to edit. Click on it, and from the dropdown menu that appears, select "Edit." Next stepAn editing menu will appear on the right-hand side. All 2 steps in this procedure
- To edit a widget, locate the three-dot menu in the top-right corner of the widget you wish to edit. Click on it, and from the dropdown menu that appears, select "Edit." this image
- An editing menu will appear on the right-hand side.
- An editing menu will appear on the right-hand side.
Step 3: Apply your customizations
- Apply your customizations and changes within the editing menu, then click "Save" followed by "Save Changes."
Step 1 of 1: Apply your customizations and changes within the editing menu, then… What this shows Step 1 of 1: Apply your customizations and changes within the editing menu, then click "Save" followed by "Save Changes." What this shows Shows how to confirm for step 1 of 1 in the "Step 3: Apply your customizations" section of "Edit widgets on the dashboard". This screenshot accompanies step 1 of 1 in the "Step 3: Apply your customizations" section of "Edit widgets on the dashboard". At this point in the walkthrough you apply your customizations and changes within the editing menu, then click "Save" followed by "Save Changes.". How to confirmApply your customizations and changes within the editing menu, then click "Save" followed by "Save Changes."
Note: General widgets cannot be edited.
Note:
Wondering which plan unlocks the customizable Dashboard?
It's currently available exclusively for the $497 plan and beyond. If you're on the $97 or $297 plan, we recommend leveling up to unlock this feature.
Custom dashboards on $497+ plans can be accessed by Agency Admins and Agency users.
Read more about managing permissions for dashboards here
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