Custom Widgets

Custom Widgets is a feature that enables you to add and manage widgets you have created. You can create widgets that include pictures, relevant company links, files, plain text, and more. 

It's important to note that widgets created by an administrator will appear on all additional user accounts.

Follow the steps to learn how to create a custom widget.

Step 1

Enter Widget Name

Enter the name you want to give to your widget. This will be the name that is displayed in the widget list on the My Preferences and Custom Widgets page.

Step 2

Select where you want the widget to show

• Check the box next to Active on Dashboard, if you want the widget to show on your dashboard. 
• Check the box next to Active on Tools, if you want the widget to show on the tools page.

Step 3

Optional: Add Widget Header

An optional step is to add a header to your widget. The text entered into this field will show at the top of your widget. 

Step 4

Select the width of the widget

By default, your custom widget will be the standard single width.

Click on the Width dropdown to change the widget to Double or Full. 

Step 5

Customize your widget

Add your content to the widget editor to make your customizations. When creating your widget, you have the option to add text, images, tables, links, etc. 

At any point, you can view what your custom widget will look like by looking at the sample below the editor. 

Click Save when you are done creating your widget. 

PRO TIP

If you frequently use company documents or have a team portal, add them to a Custom Widget for easy access. Once created, Custom Widgets will appear on the Custom Widgets page.