You can easily edit existing widgets within your dashboard and remove ones that are no longer needed, ensuring your dashboard stays current as your needs evolve.
Editing a Widget
Editing a widget is simple: First, navigate to the dashboard that has the widget you want to edit. Click on the Edit button in the top right corner of the dashboard to enter Edit Mode.
The Edit Dashboard button
Next, find the widget you want to edit and click on the triple dot (...) button in the top right corner of the widget. From the menu that appears, select the 'Edit Widget' option.
The Edit Widget dropdown option
The 'Edit Widget' menu will open, allowing you to update settings and configurations for that specific widget - the options shown will vary depending on the widget type.
Once you’ve made your changes, click 'Save' at the bottom of the menu to apply them.
Important: To save your changes to the entire dashboard, click the 'Save' button in the top-right corner of the dashboard workspace.
Deleting a Widget
Deleting a widget is simple. While in Edit Mode, find the widget you want to remove. Click the triple-dot (...) button in the top-right corner of the widget and select 'Delete Widget' from the options.
The Delete Widget option
A confirmation pop-up will ask if you are sure you want to delete the selected widget.
To confirm and proceed with deleting the widget, click the 'Delete' button in the bottom-right corner.
To cancel, click the X in the top-right corner or the Cancel button.
The Delete Widget confirmation popup
This action will permanently remove the widget from your dashboard.
Want to learn more?
Read this article to learn more about making Impactful Custom Dashboards
Or move on to the Managing Custom Dashboards section to learn about managing dashboards effectively.