Edit Widgets

Widgets in the instellix Dashboard are edited by selecting and adjusting settings such as the visualisation type.

Steps to edit a Widget

To edit a widget from your instellix Dashboard, go to the main navigation on the left and click the "Dashboard" menu item to open the dashboard page.

  1. Locate the Widget you want to remove
  2. Click the Reconfigure icon (Three dots on top of each other) next to the Widget name
  3. In the edit window you can adjust:
    1. Visualisation
      You can choose between Table or single value
    2. Width
      You can choose between Full width, Half width, 1/3 width and 1/4 width which describes the proportion of the dashboard's width occupied by the widget
    3. Expires in only available for expiring Contracts Widget
      You can choose the time frame for the visualisation, e.g. whether to display the number/list of contracts due to expire in the next X days, weeks or months
  4. Click on Save

The widget will reload with the new settings.