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Manage dashboard widgets

Use the widget container controls to refresh data, configure settings, remove widgets, or hide inherited widgets on your dashboard.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the dashboard in edit mode​

Switch your dashboard into edit mode so that widget controls become available for configuration, removal, duplication, and hiding actions.

Open the dashboard in edit mode

Step 2: Refresh a widget’s data​

On the widget header, select the refresh control to reload the widget’s data and update the displayed information without reloading the whole page.

Refresh a widget’s data

Step 3: Configure a widget’s settings​

Select the configure control on a widget to open its settings, then adjust options such as data source, filters, or display preferences to better match your project needs.

Configure a widget’s settings

Step 4: Duplicate an existing widget​

Use the duplicate control on a widget to create a copy with the same configuration, then reposition or further customise the new widget in your dashboard layout.

Duplicate an existing widget

Step 5: Remove a widget from the dashboard​

Select the remove control (typically shown as a close icon) on the widget header to delete the widget from your dashboard while keeping other widgets unchanged.

Remove a widget from the dashboard

Step 6: Hide an inherited widget​

For widgets inherited from a template or global configuration, use the hide control (typically shown as an eye-off icon) to hide the widget from your personal dashboard view without deleting it globally.

Hide an inherited widget

Last updated: 2026-02-09