Widgets

Add a Widget Card to visualize goals, Item counts, Templates, or metrics on a Board.

Widget Cards make it possible for you to bring critical functionality and features to Boards for easy access. Use these to bring the desired Items, Templates, or metrics directly to the forefront for you to see on a Board. 

What are the types of Widgets I can add to a Board?

  • Chart Goal
  • Create Button
  • Item Count
  • Financial Impact
  • Time Savings (Hours)
  • ROI

Who can add a Card to a Board?

  • The Board's Owner(s)
  • The Board's Editor(s)
  • Any User with a System Role that grants them the Global Board Administrator advanced permission

Add a Widget Card to a Board

Open the Board with which you want to work, then:

  • Select the + Add button in the top right corner of the Board.
  • Select Widgets in the resulting drop-down menu. 
  • In the Add Widgets Card window:
    • Card Name: Enter the Card’s title in the “Card Name” field.
    • Number of Rows: Enter the number of rows and columns in the corresponding fields.
      • NOTE: The maximum value of both those fields is “5.
    • Number of Columns:
    • Select the + plus icon in the top right corner of the “Widgets” section.

 

In the Add New Card window, enter the following information for the new Widget Card:

  • Title: Enter the widget’s name in the “Title” field. This is the name that will be displayed over the corresponding goal gauge.
  • Type:
    • Chart Goal
    • Create Button
    • Item Count
    • Financial Impact
    • Time Savings (Hours)
    • ROI
  • Repeat these steps as many times as necessary to build as many widgets as you want.

  • Select the Add button to add the Widget Card to your Board.

Chart Goal Widget



  • From the "Type" drop-down, select "Chart Goal" as your Widget type.
  • From the "Chart" drop-down, click on one of the Charts shown or type in the Title or ID number of the Chart to select which Threshold Chart you want to display the Goal on this card.
  • Select the Save button to finalize this Widget.

Create Button



  • From the "Type" drop-down, select "Create Button" as your Widget type.
  • In the “Description” field, enter in a description for the Create button. Users will be able to see this text when they hover over this “Create” button.
  • If you want all Items created via this button to be automatically nested under a particular parent, enter that parent into the “Parent” field.

    NOTE: Since no Items can be nested under Tasks, you can not add a Task to this field.

    NOTE: If a “Create” button has a default parent set, Users who do not have permission to add Items to that parent will be unable to see that button on the Card.
  • By default, all templates are available from a Widget Card’s “Create” button. If, however, you want to limit the button so that only certain templates are available, add those templates to the “Available Templates” field.

    NOTE: If a User does not have permission to create any of the available templates, they will not see this “Create” button on the Card.
  • Select the Save button to finalize this Widget.

Item Count Widget



  • In the “Description” field, enter in a description for the Item Count Widget. Users will be able to see this text when they hover over the Title of the Item Count.
  • Select the filter icon to open up the advanced filter window and apply any new filter criteria to this Item Count.
  • Check the box next to "Apply View Permissions" to take into account the current User's view permissions so that they will only see data corresponding to the Items they have permission to see.

    NOTE: This can result in different Users seeing different results.
  • Select the Save button to finalize this Widget.

Financial Impact, Time Savings (Hours), ROI



  • In the “Description” field, enter in a description for the Financial Impact Widget. Users will be able to see this text when they hover over the Title of the Financial Impact.
  • In the "Resolution Type" drop-down menu, select from either "Actual", "Forecast", or "Target" as your type of Resolution impacts you want to see in this Financial Impact Widget. 

    NOTE: "Forecast" and "Target" options will only appear for organizations that have enabled the Advanced ROI module
  • In the “Impact Type” drop-down menu, select from any of the different Financial Impact Types configured by your organization.
  • In the “Realized Date” drop-down fields, select a date for the start and end of when you want these impacts to be “Realized”, or when they took affect.
  • Select the Save button to finalize this Widget.


 

NOTE: Boards have a maximum card limit of 16. Once a Board has 16 cards Users cannot add or copy additional cards to that Board.