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Manage dashboard widgets

Configure, refresh, duplicate, hide, and remove widgets on your PlanOps dashboard while in edit mode.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the dashboard in edit mode​

Switch your PlanOps dashboard into edit mode so that widget controls such as move, configure, duplicate, hide, and remove become available on each widget container.

Open the dashboard in edit mode

Step 2: Reorder widgets on the dashboard​

Use the drag handle on the widget header to click and drag the widget to a new position so that you can arrange your dashboard layout to match your priorities.

Reorder widgets on the dashboard

Step 3: Configure a widget’s settings​

Select the settings icon on the widget header to open its configuration, adjust how data is displayed for your project or user dashboard, and save the updated settings.

Configure a widget’s settings

Step 4: Refresh widget data​

Use the refresh control on the widget to trigger a data reload so that the widget shows the latest information without reloading the entire dashboard.

Refresh widget data

Step 5: Duplicate a widget​

Select the duplicate control on a widget to create a copy with the same configuration, then reposition or reconfigure the duplicate as needed.

Duplicate a widget

Step 6: Hide an inherited widget​

For widgets inherited from a template, use the hide option (when available) to remove it from your personal view while keeping it in the underlying configuration.

Hide an inherited widget

Step 7: Remove a widget from the dashboard​

Use the remove control to permanently delete a widget from your dashboard, confirming the action when prompted so it no longer appears in your layout.

Remove a widget from the dashboard

Last updated: 2026-07-30