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New Feature: Configurable Widgets

News and Announcements Client Portal Features File Management

From a public roadmap client request to a development initiative, we are excited to share that our latest feature release of configurable activity dashboards is now live! 

In Clinked, users are able to quickly see a summary of activity across their various groups in the dashboard upon logging in. If you're a member of multiple groups, each group's dashboard also shows a summary of activity in the feature widgets along with a welcome note - can be text based, video based or visualizations of data from other systems such as QuickBooks or Tableau.

This roadmap request asked us to take these dashboard customizations further. Now Clinked administrator members can add, edit and move feature widgets (i.e. Files, Notes, Discussions, Events, Tasks) to create customize dashboard views. 

Curious on how to do this? If you're a Clinked account administrator or group administrator, follow the below guides to get your account and/or group customizations underway.


How to customise dashboard widgets

In order to edit the display of widgets, navigate to your dashboard or a group home page and select the button Edit Widgets.

This then enables the ability to drag and drop the widgets into your preferred order.



You will also notice the option to +Add Widget, if you select this, you’ll have the option to disable any widget that you do not want to display by unticking the box next to it.



If you select the drop-down menu next to +Add Widget, you can then edit the layout of your dashboard by choosing from the different display options. This determines how many columns you will have, and the size of each column.



Which users are able to customise widgets?

  • Super admins of the whole portal can edit widgets on the dashboard and group homepages
  • Group admins can edit widgets on the group homepage

Are the edits viewable to everyone or individual to me?

Any adjustments made to the widgets on dashboards and group home pages will be displayed to all members who have access to the dashboard or group.



We hope this new feature helps your team achieve make these dashboards pages fit your needs thanks to configurable widgets

Are you a Clinked user and have a cool ideas for new features?! Great, we’d love to hear it! Visit our public roadmap to submit and follow feature requests

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