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Add a widget to your dashboard

Use the widget library to find, filter, and add standard or custom widgets to your dashboard.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the widget library​

Click the control to add a new widget on your dashboard. The Widget Library dialog opens, showing available widgets organised into category tabs.

Open the widget library

Step 2: Filter widgets by category​

Use the category tabs (such as Programme, Documents, AI insights or Custom) to narrow down widgets to a specific type of information.

Filter widgets by category

Step 3: Search for a widget​

Use the search box at the top of the dialog to type part of a widget name or description and filter the list to matching widgets.

Search for a widget

Step 4: Review widget details​

Browse the widget cards, noting each widget's name, icon and description so you can choose the one that best fits your reporting needs.

Review widget details

Step 5: Add a standard widget​

Select the widget you want by clicking its card. The widget is added to your dashboard at the current level and appears in the layout.

Add a standard widget

Step 6: Start building a custom widget​

Go to the Custom category and click the "Build a custom widget" card to create a widget based on register data, filters, summaries and charts or tables.

Start building a custom widget

Step 7: Close the widget library​

When you have finished adding widgets, close the dialog to return to the dashboard and continue arranging or configuring your widgets.

Close the widget library

Last updated: 2026-07-30