Overview
With this feature release you will have the ability to fully customise your home hub to make it more targeted to the data that means the most to you. The customisation works based on your dashboard so each user can have their own dashboard view.
Quick Video Overview
Customising Your Dashboard
This feature allows you to change the dashboard view per user to get a more targeted view, as well as the ability to choose from a new specific set of widgets.
On initial load of the home hub - you will be presented with a default set of “Getting Started” widgets. From here you will have the option to “Customise” your dashboard. This will open a sidebar displaying all the widgets that you have available to choose from.
- Searching for Widgets
The sidebar gives you the functionality to quickly search for a specific name of a widget to see if it’s available, or select from the different types of widgets we have available. To search by name, simply insert your desired text into the input provided. For example - I search for the word “Posts” - As you start typing it will instantly start searching for widgets with the word you input.
To search by type, you can easily select one of the categories listed:
- General > These are some basic defaults that help with getting started on the platform
- Find > These are widgets based on the “Intent” section of the platform
- Reach > These are widgets based on the “Schedule” section of the platform
- Engage > These are widgets based on the “Build” and “Automate” sections of the platform
- Convert > These are widgets based on the “Sell” section of the platform
- Manage > These are widgets based on other areas of the platform such as “CRM” / “Shortcuts”
- Custom Widgets > These are widgets that you have created yourself to display on your home hub
Simply select the type of category you are wanting to quickly search for, this will then display the widgets for that specific category. You can select multiple categories at once to filter out your desired widgets.
- Activating / Deactivating Widgets
In order to start activating widgets, you just simply click on the name of the widget to add it to your home hub. The selected widget will turn green to highlight that it is now active, and it will be immediately added to the home hub view.
The same action can be taken to deactivate any of the widgets, by simply clicking the name, it will turn to green which symbolises that the widget has now been deactivated.
- Drag and Drop Widget Order
When you have selected your widgets, you then have the ability to re-order them into the structure you would like to see.
Simply drag the widget to the place you would like to see it in and drop it into position. This will automatically shift the order of the other widgets so they are in your desired position.
Adding Custom Widgets
This feature gives you the ability to add your own set of custom widgets for quick access to your important features, blogs, and additional websites etc.
To get started, simply open the “Customise” sidebar from the home screen to start adding your custom widgets.
At the bottom of the widget list there will be a section named “Custom Widgets”. From here you will be able to see the widgets you have previously created, or start adding new custom widgets.
To get started, click the “Create Custom Widget” option. This will generate a pop up asking for the details of your custom widget.
- Title = This is what will be displayed in the title section of the widget. It’s a quick short title, to help represent the purpose of the widget
- Button Link = This is the link in which will be loaded when you click on the button widget
- Button Text = This is the text of the button that will be displayed in the widget
- Description = This allows you to add a brief description of what the purpose or the outcome of the widget is when you click the button provided.
- Image = This is the icon / image that will also be displayed to also help represent the purpose of the custom widget.
As mentioned above, the purpose of these custom widgets are for quick easy links on your dashboard - they will not display any information or data other than the information provided during setup.
After you complete the settings above, your widgets will then appear in the custom widgets section as shown below. It will automatically make itself activated and will then display on your home hub.
Custom widgets can be fully editable by selecting the pencil icon beside the name of the widget. By selecting this you will get a pop up pre-populated with all the widget details that can then easily be updated. You can also delete the widget from this pop up as well.
