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Dashboards

Rearrange Widgets

Learn how to drag and drop widgets to customize your GHL Customer Care dashboard layout. Rearranging widgets helps you organize key metrics for better workflow.

1 min read211 words3 explained imagesUpdated Mon, 2 Jun, 2025 at 3:19 PM
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Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. Step 1: Switch to Edit Mode
  2. Step 2: Drag and drop the widget to your desired location.
  3. Step 3: Save changes
  4. Note:
  5. Frequently Asked Questions
  6. Related Articles

Customize your dashboard by easily dragging and dropping widgets.

TABLE OF CONTENTS

Step 1: Switch to Edit Mode

  • On your dashboard, click the "EDIT" button
Step 1: Switch to Edit Mode (image 1 of 3) What this shows On your dashboard, click the "EDIT" button What this shows Illustrates the "Step 1: Switch to Edit Mode" section of "Rearrange Widgets". This screenshot appears in the "Step 1: Switch to Edit Mode" section of "Rearrange Widgets". The text alongside this image reads: On your dashboard, click the "EDIT" button. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: If you want to undo the changes you've made, click "Cancel," and your widgets will be restored to their previous state. Image 1 of 3 What to clickOn your dashboard, click the "EDIT" button
Fields in this part of the guide On your dashboard, click the "EDIT" button
Next stepIf you want to undo the changes you've made, click "Cancel," and your widgets will be restored to their previous state.

Step 2: Drag and drop the widget to your desired location.

Step 2: Drag and drop the widget to your desired location. (image 2 of 3) What this shows On your dashboard, click the "EDIT" button What this shows Illustrates the "Step 2: Drag and drop the widget to your desired location." section of "Rearrange Widgets". This screenshot appears in the "Step 2: Drag and drop the widget to your desired location." section of "Rearrange Widgets". The text alongside this image reads: On your dashboard, click the "EDIT" button. Immediately after, the guide continues: If you want to undo the changes you've made, click "Cancel," and your widgets will be restored to their previous state. Image 2 of 3 What to clickOn your dashboard, click the "EDIT" button Next stepIf you want to undo the changes you've made, click "Cancel," and your widgets will be restored to their previous state.

Step 3: Save changes

Step 3: Save changes (image 3 of 3) What this shows On your dashboard, click the "EDIT" button What this shows Illustrates the "Step 3: Save changes" section of "Rearrange Widgets". This screenshot appears in the "Step 3: Save changes" section of "Rearrange Widgets". The text alongside this image reads: On your dashboard, click the "EDIT" button. Immediately after, the guide continues: If you want to undo the changes you've made, click "Cancel," and your widgets will be restored to their previous state. Image 3 of 3 What to clickOn your dashboard, click the "EDIT" button Next stepIf you want to undo the changes you've made, click "Cancel," and your widgets will be restored to their previous state.
  • If you want to undo the changes you've made, click "Cancel," and your widgets will be restored to their previous state.

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.

Frequently Asked Questions

Q: Will my widget rearrangement affect other users?
Typically, changes apply only to your personal dashboard view. If you're an admin, you may have the option to set a global layout for all users.

Q: What happens if I move a widget to the wrong spot?
You can simply drag the widget again to reposition it. All changes are flexible while you're in Edit Mode and aren’t saved until you exit or save.

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