Configuring/Editing a widget
The configuration of a widget can be accessed either during the creation of a widget or by clicking on the settings icon () at the top-right corner of the widget. The configuration of the widget will depend on each type, however, there are several fields common to most of them, including:
- Name: This is the name that will be displayed at the top of the widget
- Attribute(s): Most of the widgets will be based on attributes. This is the attribute that will be used for the calculation. For a user to be able to see the contents of a widget, it is necessary to have access to the attribute and the items.
- Document: Widgets can display the information particular to a specific document. If no document is selected, all the items in the project will be used for the calculation of the widget.
- Filter: Apart from displaying information on a document or not, it is also possible to filter the items that will be used for a widget. For instance, we may be interested in displaying the status of actual requirements in a document, opposed to headings. Or we may be interested in displaying the priority of only approved requirements. This can be determined by selecting a filter in this field.
NOTE: Filters selected in the widgets will be made available to other users so that they can visualize the same information.
- Width: The width is the number of columns that the widget will take. This might be useful when the attribute displayed in a bar or pie chart has a legend with many values.
Deleting widgets
Project managers can delete a Widgets by clicking on the delete button (X) at the top-right corner of the widget.
Rearranging widgets
Project Managers can rearrange the order of the widgets in the dashboards by simply clicking on the widget selector icon () and drag and dropping it throughout the dashboard.