Adding, Arranging, and Removing Dashboard Widgets

A widget is a dashboard panel focused on one type of information, such as Activities or Recent Updates. Choose widgets that help you act on your current responsibilities.

Add widgets

  1. Select the dashboard tab you want to customize.
  2. Open Dashboard actions > Add Widgets.
  3. Search the catalog or filter by All, Cases, Activities, Finance, Operations, or Productivity.
  4. Select Add Widget for an available widget.

The catalog reflects your permissions. Adding a widget does not grant access to additional records.

Arrange the layout

On a desktop layout, use a widget's move handle to drag it. The widget menu also offers Move Earlier and Move Later. Choose a supported width: 1/3 Width, 2/3 Width, or 3/3 Full Width. Smaller screens stack widgets to fit the display.

Collapse or remove a widget

Use Collapse widget to hide its contents temporarily and Expand widget to show them again. To remove a widget, choose Remove Widget and confirm. You can add an available widget again through the catalog.

Removing widgets changes only your layout; it does not remove their underlying records. Customization requires Customize Dashboard, and changes save automatically.