Adding And Configuring Widgets

Information about your tasks and documents is displayed on the dashboard through the use of widgets. You can add a widget to the dashboard and configure it to display the details you need. A widget can be added to the dashboard as many times as you need.

Each widget is tied to the selected list. All widgets have a number of display options such as data grouping, filtering and data presentation.

Available widgets

The following widget types can be added to a dashboard. The number of widgets is unlimited.

Widget name


My active tasks by status

A default widget; shows how many tasks you have in each status in the form of a Pie chart.

Pie chart

A pie chart displays value data as a percentage of a total. Consider using a pie chart after the data has been aggregated to seven data points or less.

Column chart

A column chart displays a series as a set of vertical bars grouped by category. Column charts are useful for illustrating comparisons between items.

Created Vs. Closed

A chart showing the tasks or items created vs. closed over a given period of time.

Bar chart

A bar chart displays data horizontally. It is popular for categorical information, because the categories can be displayed horizontally.

History Events chart

Shows the different types of history events in the form of a Column chart.

Adding a widget in a dashboard

You can add any type of a widget in the dashboard.

To add a widget:

1. In the Navigation pane of the My Desktop area, select a dashboard where you want to add a widget.

2. Click the Add Widget button in the Ribbon menu.

3. Select the widget type.

4. Select the list which will be used as a source for widget data.

5. Configure other widget settings.

6. Click Save. Your widget will be added to the dashboard.

There are no attachments for this article.
Security Code
Related Articles
Assign a manager to a workflow task depending on the priority
Viewed 52 times since Wed, Dec 5, 2018

Managing Followers
Viewed 56 times since Wed, Dec 5, 2018

About Comindware Tracker for Microsoft Outlook
Viewed 164 times since Wed, Dec 5, 2018

Deleting a User Group
Viewed 52 times since Wed, Dec 5, 2018

Set the task priority based on the parent workflow task/doc priority
Viewed 63 times since Wed, Dec 5, 2018

Return the list of the items the current item is referenced by
Viewed 60 times since Wed, Dec 5, 2018

Creating a Local User
Viewed 116 times since Wed, Dec 5, 2018

Data retention policy for Comindware Tracker
Viewed 60 times since Wed, Dec 5, 2018

How To Migrate Data Using CSV
Viewed 61 times since Wed, Dec 5, 2018

Configuring an Export Template
Viewed 75 times since Wed, Dec 5, 2018