Add, edit, and arrange Dashboard widgets

Widgets are the reporting blocks on a dashboard. Each widget answers one question, such as “How healthy is this work area?”, “What is overdue?”, “Who is overloaded?”, or “Which tasks need attention?”.

Use dashboard widgets to:

1. Build a focused review page.
2. Add operational signals without opening every List.
3. Create custom reports with filters, sorting, grouping, and columns.
4. Keep dashboards useful as your process changes.

Before you start

• You need dashboard edit access to add, edit, duplicate, move, resize, or delete widgets.
• Built-in Summary and My Work dashboards are view-only and do not support widget editing.
• A dashboard can have up to 15 widgets.
• Some widget results require source data, such as tasks, goals, CRM records, comments, chat activity, reminders, or time logs.
• Saving widget changes requires a working connection.

Add Widget button

Add Widget appears on editable dashboards that already have widgets.

It can be hidden or disabled when:

State	Meaning
View-only access	You can read the dashboard but cannot change it.
Built-in dashboard	Summary and My Work use fixed widgets.
Widget limit reached	The dashboard already has 15 widgets.
Add action in progress	A widget or template action is still running.
Small screen layout	The button may be compact, but it still opens the same widget gallery when available.

Widget gallery reference

When you select Add Widget, the widget gallery opens.

Gallery area	What it does
Done	Closes the gallery.
Group tabs	Filter widgets by group, such as My Work, Health, Risk, Team, Workload, Time, CRM, Goals, Trends, Alerts, or Reporting.
Search widgets	Finds widgets by name, description, tags, data used, or calculation text.
Widget card	Shows a preview of the widget. Click the card to add it.
Info button	Shows what the widget delivers, data used, and calculation guidance.
No widgets match filter	Appears when the selected group/search combination has no matching widgets.

On mobile, the widget gallery opens full screen and widgets stack vertically.

How to add a widget

1. Open an editable dashboard.
2. Select Add Widget.
3. Choose a widget group, or keep All selected.
4. Use Search widgets if you know what signal you need.
5. Open the widget info if you need to confirm the purpose.
6. Select the widget card.
7. Confirm the widget appears in the dashboard grid.

Expected outcome: The widget is added and saved to the dashboard.

Widget card actions

For editable custom dashboards, each widget can show a more actions button.

Action	What it does
Edit	Opens the widget settings dialog.
Duplicate	Copies a modern widget and adds it to the dashboard with “Copy of” in the title.
Delete	Removes the widget from the dashboard.
Drag	Moves the widget in the grid when edit access is available.
Resize	Resizes the widget on desktop when edit access is available.
Info	Explains widget purpose, data used, and calculation.

After dragging or resizing, Update and Cancel appear.

• Select Update to save the new layout.
• Select Cancel to discard the layout change.

Edit widget dialog reference

The edit dialog opens from widget actions and saves when closed.

Common fields and sections:

Section	What you can change
Widget name	Renames the widget title shown on the dashboard.
Detailed	For task-card style widgets, controls whether more task detail is shown.
Calculation settings	Changes how selected widgets calculate effort or stale work.
Effort	Chooses Auto, Count, Effort Points, or Time estimate when supported.
Stale after days	Sets how many days without updates count as stale for supported risk widgets.
Report data settings	Explains that reporting widgets use filters, sorting, grouping, and table display settings.
Filter	Narrows the source work included in the widget.
Sort	Orders rows for supported task list and table widgets.
Group	Groups table, pie, and distribution widgets by a supported field.
Measure	For reporting distribution, chooses Count, Effort Points, or Time estimate.
Show top	For reporting distribution, limits the visible top results between 3 and 20.
Columns	For reporting table, controls which columns are visible. At least one column remains visible.

Supported grouping fields

General grouping supports:

Field	Use it for
List	Compare work by source List.
Status	Compare open, in-progress, done, or custom status groups.
Priority	Compare low, medium, high, urgent, or custom priority groups.

Reporting distribution also supports:

Field	Use it for
Users	Compare owner/assignee contribution.
Due bucket	Group by overdue, today, upcoming, or no due date style buckets.
Age bucket	Group open work by age.
Risk driver	Group by overdue, blocked, stale, missing owner, missing due date, or high priority.

Widget information

Modern widgets include an info control with three sections:

Section	What it tells you
Delivers	The decision or signal the widget is designed to provide.
Data used	The app data included in the result.
Calculation	How the widget summarizes, counts, scores, or groups the data.

Use widget info before adding a widget and when investigating an unexpected result.

Dashboard layout behavior

Behavior	Desktop	Mobile
Drag widgets	Available with edit access.	Limited because widgets stack vertically.
Resize widgets	Available with edit access.	Resize handles are hidden.
Save layout	Use Update after moving/resizing.	Layout is mostly vertical; save appears only when there are layout changes.
Widget actions	In the widget header.	In the widget header/menu.
Widget info	Hover or click info.	Tap info.

Troubleshooting

Add Widget is missing

• Symptom: You cannot find the Add Widget button.
• Cause: The dashboard may be built-in, view-only, or already at the widget limit.
• Resolution:
  1. Confirm you are on a custom dashboard.
  2. Confirm you have dashboard edit access.
  3. Remove unused widgets if the dashboard has 15 widgets.

A widget does not show expected data

• Symptom: Counts, charts, rows, or labels are empty or surprising.
• Cause: The widget may be affected by dashboard date range, Subtasks, widget filters, source data, or permissions.
• Resolution:
  1. Check dashboard date range.
  2. Check the Subtasks toggle.
  3. Open widget info.
  4. Edit widget filters if you can.
  5. Compare with the source work.

Widget changes do not save

• Symptom: Your widget edit, delete, duplicate, move, or resize does not persist.
• Cause: You may be offline, have view-only access, or leave with unsaved layout changes.
• Resolution:
  1. Check for the No internet message.
  2. Confirm edit access.
  3. Select Update after layout changes.
  4. Refresh after sync completes.

FAQ

Which widget should I add first?

Start with Work Health Score, At-Risk Work, Needs Attention, Completion Flow, or a reporting table depending on the decision you need to make.

Can I add the same widget more than once?

Yes. Add or duplicate widgets when you need different titles, filters, grouping, or display settings.

Why are some widget controls not shown?

Controls appear only when the selected widget supports them. For example, reporting table shows columns, reporting distribution shows measure and top results, and risk widgets may show stale-day settings.

Related topics

• Dashboard widget reference
• Read Dashboard metrics, labels, and thresholds