Manage dashboard widgets

Widgets help you organize information on your dashboards. Create different kinds of widgets and then customize how those widgets appear and behave. 

Who can use this?

Plans:

  • Pro
  • Business
  • Enterprise

Permissions:

  • Owner
  • Admin

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Add widgets to your dashboard

  1. Create a new dashboard or open a dashboard you'd like to edit.
  2. Select Edit Dashboard from the toolbar. 
Dashboards ursa
  1. Select Add Widgets from the toolbar.
  2. Select the widget you want to add. Configure the widget.

For details on configuring widgets, refer to the article specific to the widget. Find links to them here. 

  1. Select Save.

Edit your widget

Each widget has settings you can adjust to fit your needs. You can change widget settings like data source, image alignment, colors (including custom hex colors), text, title, and fonts. 

To configure a widget:

  1. Select Edit Dashboard.

  2. Select the widget you want to edit. 

    To select multiple widgets, drag the pointer or press the Ctrl key (or Command on Mac) and select the widgets.

  3. Select More  Kebab menu in the Forms panel  from the top right corner of the widget and then Edit. You can also double-click the widget.
  4. Use the panel on the right to see and edit the widget properties.
  5. Make your changes.
  6. Select Save.

The widget settings panel only displays the common editable attributes when editing multiple widgets.

Edit multiple widgets

The widget settings panel only displays the common editable attributes when editing multiple widgets. The properties you can edit depend on the widget type selected:

SelectionProperties you can edit
Same widget type All widget attributes
Different widget types
  • Title styling 
  • Show title
  • Body text
  • Widget behavior
All Chart widgets
  • Title styling 
  • Show title
  • Body text
  • Widget behavior
  • Legend position and styling
  • Horizontal and vertical axis (unless a pie or donut chart is selected)

If you selected Use formatting from source in the metric widget, your text styling edits don’t override this setting.

You can also drag, cut, copy, and paste multiple widgets at once.

Resize and move widgets

You can resize and move your widgets. On-screen guides help you align and size your widgets and their content, as well as with horizontal and vertical spacing. 

To resize a widget

  1. Position the pointer over any corner of 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.

Copy and paste widgets

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

To cut or copy a widget

  1. Right-click the widget that you want to cut or copy, or select the More Kebab menu in the Forms panel  menu on the widget. 
  2. Select Copy or Cut.
Copy widget

To paste the widget, right-click an empty part of the same dashboard or a different one and select Paste Here.

To paste a widget right below the original widget
  1. Hover the pointer over the existing widget. 
  2. In the upper-right area of the widget, select More  Kebab menu in the Forms panel  .
  3. Select Cut or Copy, and then select Paste. 
    • A shadow the shape and size of the widget shows you where you’re placing the widget. Other widgets move to make space for the new widget.

You can also copy and paste widgets through standard keyboard shortcuts.

Remove widgets

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

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