Prebuilt widgets are great and useful, but what if they don’t cover your needs? Don’t worry, we’ve got you covered. With our system you can create a widget from literally any data stored in your account.
Let’s see how you can do that.
First, there are 4 places you can create a custom widget from:
- Leads section
- Chats section
- List section
- Activity log in the Stats section.
Sounds complicated? It’s just a first impression, the way you create a widget is the same in every place. You just need to set up the filters you need, hover “Total” and click “Create widget”.
Let’s go ahead and create our first custom widget together.
Our custom widget will be “My tasks due today”. To create this widget go to the Leads section, then click the search field. Here you can see all the filters available. For our widget we need to choose Task > Due today and then specify that these should be your tasks by Users > your name.
Now click Apply.
At the right corner of the field section will be the total number of your tasks due today - hover over that number and click “Create a widget”.
Choose the layout you want, name the widget, click save and here it is - a new widget is on the dashboard.
