Adding and Removing Widgets

Adding a Widget

Click Customize in the top-right corner of My Dashboard.
Click the Add Widget button that appears in the toolbar.
In the Add Widget dialog, click the Widget Type dropdown and choose the widget you want.
(Optional) Enter a custom Widget Title — if left blank, the widget uses its default name.
Click Add Widget to confirm.

The new widget will appear on the dashboard. You can then drag and resize it as needed.

Note: For Project Dashboard View and Quote Dashboard View widgets, additional options appear after selecting the widget type. See [Using Dashboard View Widgets] for details.

Available Widget Types

Standard Widgets

Widget	Description
Summary Cards	At-a-glance metric counts row
My Projects	Your assigned projects
My Tasks	Your open tasks
Quick Project Search	Project number lookup
Quick Client Search	Client name lookup
Financials	Invoice history chart (bookkeeping access required)

Dashboard View Widgets

Widget	Description
Project Dashboard View	Embeds a saved view from your Project Dashboard
Quote Dashboard View	Embeds a saved view from your Quote Dashboard

Removing a Widget

Click Customize to enter edit mode.
Click the × icon in the top-right corner of the widget you want to remove.
Click OK on the confirmation prompt.

The widget is removed from your dashboard immediately. You can always add it back later using Add Widget.

Note: Removing a widget only removes it from your dashboard. It does not delete any data — your projects, tasks, and saved views remain untouched.

Tips

You can add the same widget type more than once. For example, you might add two Project Dashboard View widgets that each show a different saved view.
If you accidentally remove a widget, simply re-add it from the Add Widget dialog.
Use the Widget Title field to give duplicate widgets distinct names (e.g., "Active Projects" and "Completed Projects").