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DashboardCustomize Widgets

Customize Widgets

Build your ideal dashboard by adding, removing, and rearranging widgets.

🎬Customize Widgets — Demo VideoComing soon

Adding Widgets

Open the Widget Sidebar

Click the “Add Widget” button (or the + icon) on your dashboard.

Browse Available Widgets

The widget sidebar shows all available widgets organized by category — Projects, Leads, Tasks, Time, and more.

Add a Widget

Click on any widget to add it to your dashboard. It will appear in the grid.

Rearranging Widgets

Drag and drop any widget to reorder it on your dashboard grid. Widgets will snap into position.

Removing Widgets

Hover over a widget and click the remove icon (×) to remove it from your dashboard. You can always add it back later.

Available Widget Categories

CategoryWidgets
ProjectsActive projects, project progress, critical projects
TasksMy tasks today, upcoming deadlines, task summary
LeadsNew leads, lead conversion metrics, pipeline overview
TimeToday’s logged time, weekly summary
ActivityRecent activity feed, team updates
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