Widgets are the customizable components that make up Innoslate dashboards. Every widget comprises a header and a body. The header displays the title and the icon. The body contains the widget's unique content. Some widgets also include a footer, containing relevant buttons or textual information.
There are two basic categories of Innoslate widgets: static and non-static.
Static widgets cannot be moved, deleted, resized, or have their settings edited. These widgets typically exist when either:
- The dashboard itself is static (and thus its layout cannot be modified) such as the 'Admin Dashboard'
- The widget is locked by the user
- The widget belongs to project preferences that you do not have permission to edit
A static widget provides the same information as if the widget was non-static, it just does not allow for modifications to the widget's location on the dashboard. If the widget has reports available to download, these will show regardless of if the widget is static or non-static.
Non-static widgets can be moved, deleted, resized, and, if applicable, have their settings edited. These are the most common widgets in dashboards such as the 'Project Dashboard', 'Project Management Dashboard', 'Intelligence Dashboard', and the 'Manage Views' (Charts/Diagrams/Documents/DoDAF).
If the dashboard allows new widgets to be added (i.e. 'Project Dashboard'), locate the '[icon name="circle-plus" prefix="far"] Add Widget' button in the top right corner. This button is blue on most dashboards; however, for some, it may be a light gray. Click this button to open the 'Adding Widget' modal.
Note: If this button is visible but disabled, then the dashboard already has all available widgets on it and no additional widgets can be added.
From the 'Adding Widget' modal, click the dropdown to choose a widget to add.
If applicable for the chosen widget, you can customize it by changing the available settings beneath the dropdown. Some dashboards also allow you to save widgets to the project preferences instead of the default user preferences. This enables all users in the current project to view that widget when they navigate to the dashboard. Once you have your desired settings, click the 'Add' button to add the widget to the current dashboard.
To move a widget, hover the mouse over the header of a non-static widget, click, and drag the widget to the desired location on the dashboard. If you are using a touch device, hold your finger on the widget header and slowly drag the widget to its new position.
To resize a widget, hover the mouse over the bottom right corner of the non-static widget. You should see a small arrow pointing to the bottom right corner. Click the arrow and, while holding down the mouse, drag the widget to the desired width and height. The resizing works in both directions; however, some widgets may have a minimum size that prevents you from shrinking them beyond a certain size.
If you have a widget at the perfect size and location on the dashboard, you can "lock" it into place by hovering over the top right corner of the widget and clicking the [icon name="lock" prefix="far"] lock icon.
This makes the widget static, disabling its ability to be moved, deleted, and resized. The widget will also not be moved automatically if another widget is placed above it which would normally force that widget to move down to create space for the other one. Notice that the header is grayed out slightly and the resize arrow in the bottom right corner is gone.
To unlock the widget, hover over the top right corner of the widget again, but this time click the [icon name="unlock" prefix="far"] unlock icon.
To remove a widget from a dashboard, hover the mouse over the top right corner of the widget and click on the 'X' button.
If a widget has editable settings, you will see a [icon name="gear" prefix="far"] gear icon in the top right corner when hovering over the widget header. Click this icon to open the editable settings modal. Each widget has its own form to edit the settings, so check out the specific widget's page in the user guide to learn more about how to customize your widget settings.
Some widgets have individual reports or images that you can download directly from the widget. To do this, hover over the top right corner of the widget header and click the '[icon name="download" prefix="far"] Download Reports' button. This will bring up a dropdown menu where you can choose the report you wish to download.
Saving Widget Changes
Changes made to dashboards (i.e. adding/removing/resizing widgets, etc.) are automatically saved upon routing away from the dashboard. This means that if you make changes to the dashboard and then either refresh the browser or sign out of Innoslate without first navigating away from the dashboard, your changes will NOT be saved. To save your dashboard changes, please navigate away to a different view which will trigger the autosave.
Much of the functionality in this 'Widgets' guide involves hovering your mouse over the header before clicking one of the buttons. If you are using a device with a touchscreen instead of a mouse, simply tap the header to reveal the header buttons. From there you can follow the same steps to interact with the widget and its header buttons.