Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

  • Owner
  • Admin

Add and edit widgets on your dashboard

Widgets help you organize information on your dashboards. Create different kinds of widgets—metric, report, image, web content, and more—and then customize how those widgets appear and behave. 

Who can use this?

Plans:

  • Smartsheet
  • 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. On the top-right, select the pencil (Edit Dashboard) icon
Brandfolder Image
Edit dashboard icon
  1. On the right bar, select the plus (Add Widgets) icon
  2. Select the widget to add. Configure your widget.
  3. Select Save.

If you can't see the Add Widget panel on the right when editing your dashboard, you can access it directly from Edit > Add Widget

Brandfolder Image Add widget from top menu

 

Edit your widget

You can change widget settings like data source, image alignment, colors (including custom hex colors), text, title, and fonts. 

To configure a widget:

  1. On the top-right corner, select the pencil (Edit Dashboard) icon
  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.

  1. Select More More icon from the top right corner of the widget and then Edit. You can also double-click the widget.
  2. Use the panel on the right to see and edit the widget properties.
Brandfolder Image
Edit widget and right panel
  1. Make your changes.
  2. Select Save.

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

Edit 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 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.
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Copy widget

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

You need Owner or Admin sharing permissions on a dashboard to paste a widget.

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 More icon .
  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.
Brandfolder Image
Paste widget below widget

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

Remove widgets

To delete a widget, you should be in Edit mode.

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

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

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