Add and edit widgets on your dashboard

Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

Owners and Admins of dashboards can add, edit, and copy and paste widgets on dashboards.

Build and update your dashboard with widgets.

Add widgets to your dashboard

To build your dashboard, you will add widgets to it. To add new widgets:

  1. On the right bar, select Add Widgets.
  2. In the Add Widgets pane, select the appropriate widget
  3. To save your changes, select Save.

Update widget properties

Once you’ve created your widget, you can update widget settings such as the data source, widget colors, and fonts. To update a widget’s settings, do any of these:

  • Double-click any widget.
  • Select a widget. Then, in the right bar, select Widget Settings.
  • Right-click a widget. Then, in the right-click menu, select Edit.

After doing any of these steps, the properties or settings of the widget you selected will appear in the Widget Settings pane.

To switch between widgets, select another widget.

Widget Properties

Interact with multiple widgets at once

You can select multiple widgets and use the following commands/actions to that group of widgets you selected:

  • Drag
  • Cut 
  • Copy
  • Paste

To select multiple widgets, use either of these methods

Right-click menu Keyboard shortcuts
  1. In your dashboard background, select any empty space. 
  2. Drag your pointer to the group of widgets you want to select. 
  3. Right-click the widgets you selected, and use the appropriate command/action.
  1. Select a widget.
  2. Then select Ctrl and the next widget(s).

Resize and move widgets

To resize a widget

  1. Position the pointer over any corner on the widget.
  2. When the pointer becomes a diagonal resize pointer, drag the resize handle to adjust the widget size.

To move widgets

  • Select and drag the widget to the desired location.

Edit text and titles

You can edit the texts in a title widget only in line. As for all other widget types, you can edit the texts both in line and in the Widget Settings pane.

To edit the texts and titles, follow the same steps in updating widget properties.

Copy and paste widgets

Once you cut or copy a widget, you can paste it in the same or a different dashboard.

To cut or copy and then paste a widget

  1. Hover over the widget that you want to cut or copy.
  2. In the upper-right area of the widget, select More More icon
  3. Select Copy or Cut.

To paste the widget, right-click an empty part of the dashboard (or switch to a different dashboard to which you have Owner or Admin sharing permissions) and select Paste Here.

To paste a widget directly below an existing widget 

  1. Hover the pointer over the existing widget. 
  2. In the upper-right area of the widget, select More More icon .
  3. Select Paste
    • A shadow the shape and size of the widget shows you where the widget will be placed. Other widgets will move to make space for the new widget.

Apart from the steps listed, another way to copy and paste widgets is through standard keyboard shortcuts.

Remove widgets

  1. Select the widget and press Backspace or Delete, or right-click the widget and select Delete.
  2. To save your changes, select Save.

You can also right-click the widget and select the delete option.