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Dashboard Widgets: How to add Text, List, Progress and Number

Dashboard Widgets: How to add Text, List, Progress and Number (Comparison)

The Dashboard uses Widgets to add visual elements to the canvas. Each widget serves a distinct purpose, offering a unique way to visualize data, such as charts, graphs, tables, and indicators. Let’s elaborate the process of using some key widgets in this article, while Number, Chart, Guage and Calendar are explained here.

Text is the simplest widget that you can place on your Dashboard. Any important thing such as milestone, meeting, deadline etc. could be placed. To add a Text Widget:

Click the Text widget in the panel.

Click the Text widget

Provide a suitable title.

Provide a title

Enter the details in the Content rich text panel, and then click the Save button.

Enter details click Save button

Click the close button.

Click close button

Our Text-based widget has been placed on the Dashboard Canvas.

Text widget on canvas

List

Lists configured in the application can be placed on the Dashboard using the List Widget. The process is elaborated below.

Click the List Widget in the panel.

Click List Widget

Provide a suitable title.

Provide a title

Select the Source Object.

Select Source Object

Select the Source List.

Select Source List

Click the Save button.

Click Save button

Click the close button.

Click close button

We can resize and relocate the list element on the Dashboard Canvas.

We can resize & relocate

The list widget presents the crucial list on the dashboard to grab immediate attention from the relevant stakeholders.

The list widget

Progress (bar)

The Progress widget on a dashboard provides significant value by visually representing the advancement toward a specific goal or task. Here are the key benefits of using a progress widget:

    • Clear Visual Representation
    • Motivates Action
    • Improves Accountability
    • Customizable Milestones
    • Enhances Decision-Making
    • Supports Goal-Oriented Workflows
    • Increases Engagement
    • Promotes a Sense of Achievement

To place a progress bar on the Dashboard Canvas, click the Progress Widget in the panel.

Click Progress Widget

Provide a suitable title.

Provide a title

Select the Source Object.

Select Source Object

Select the Source List.

Select Source List

Select the Source Property.

Select Source Property

Decide on the Selected Value.

Decide on the Selected Value

Decide on the Selected Value Type.

Decide on the Selected Value Type

Click the Save button.

Click Save button

Click the close button.

Click close button

With the example we used, we can get to the exact number of tasks completed so far, in a glance.