Editing a Kanban Board Widget on a Dashboard

Modified on Tue, 9 Aug, 2022 at 2:04 PM

Kanban Board widgets are sourced from your data views. You must already have data views created that contain Kanban boards to display Kanban board widgets.


Tip: Data views will have Kanban boards when your data view is listing tasks. 


To edit a Kanban board widget on your dashboard, follow these steps:


  1. On your dashboard, click the Edit Dashboard button in the top right corner of your dashboard.  This will display the Dashboard Settings screen.
  2. On the Dashboard Settings screen, go to the Data Views tab.
  3. Select the data view widget and click the Edit button to display the Edit Data View Widget screen.


Tip: You can also quickly edit a Kanban board widget on your dashboard by clicking the Edit button that is displayed when hovering your mouse in the right top corner of your Kanban board widget on your dashboard.





Name

Enter a name that will appear on your Kanban board widget.


Data View Tab

Select the Kanban Board tab from the list of tabs on the selected data view.


Tip: The widget will be placed in the first available space on your dashboard.  If you wish to move it to another location on your dashboard or resize it, then unlock your dashboard so you can move and resize all your dashboard widgets. 

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