This article will show you how to use configurable widgets in a Group's Home page.
With configurable activity dashboards, Clinked users are able to quickly see a summary of activity across their various groups in the dashboard once logged in. Now you can customise the setup of each group's home page to meet that client or group's needs. Whether you want to show folders, tasks or an event calendar you now can thanks to an expanded set of widgets to display specific content to the group.
Widgets can be displayed on the group dashboards page for easy access. These new widgets can be tailored to specific client needs to display a note, task category set, discussion board and folder based upon the needs of each group.
This article will explore:
- How to customise group dashboard widgets
- Which member types can customize and view the edited widgets?
How to customise group homepage widgets on Version 2
The following sections will explore how to customise a group homepage by;
Below is a video summary
Adding widgets
In order to add a new widget to a group homepage, please follow the steps below;
- Click the edit icon on the top right corner of a group homepage, right below the navigation bar
- Click “Add Widgets” button
- Choose one widget from the available options and click the plus icon to add it
The complete list of available widgets is as follows:
- Activity Stream
- Announcement Area
- Home Page Welcome note
- Recent Discussions
- Recent Files
- Recent Notes
- Events Summary
- Tasks Summary
- Discussion
- Folder
- Note
- Task Category
Most widgets will be automatically added to the group homepage when they’re selected. However a small number of widgets require additional information to be configured, such as the Announcement Area widget. Following the small number of simple instructions as an extra step (such as writing an announcement or choosing a specific task category to display), these widgets can be added to the group homepage.
Below is a video of how to add a video in a Note to your homepage
Changing the layout
The widgets on a group homepage are not static: they can be moved around and put into preset different size columns to fit into a preferred display.
To change the layout of the group homepage please follow the instructions below;
- Click the edit icon on the top right corner of a group homepage, right below the navigation bar
- Click “Change Layout” button
- Choose one of the available displays
- Hover over a widget to display the options
- Move the widget on a group homepage as you please by using the drag & move button
- Change the widget properties by clicking the cog button
- Delete the widget by clicking the trash can button
Resetting the widgets
You can also reset the group homepage to its default display. This will undo all of the changes you made on a group homepage with widgets and display a more general layout. You can edit and rearrange the widgets as explained above.
To reset the widgets to default;
- Click the edit icon on the top right corner of a group homepage, right below the navigation bar
- Click the dropdown menu arrow on the right side of “Add Widgets” button
- Click “Reset Widgets”
Member type capabilities
Account administrators and group administrators have the ability to customise group homepages by adding, editing, and moving widgets as well as changing the layout. Below are outlines of the capabilities for each type.
Super admins (account administrators);
- Can add, edit & delete widgets on all group homepages
- Can add, edit & delete widgets on the account dashboard
- Make adjustments to layout of all group home pages
- Make adjustments to layout of the account dashboard
On the groups that they are the admin of, group administrators;
- Can add, edit & delete widgets on the group homepage of group(s)
- Make adjustments to layout on the group homepage of group(s)
Basic and Standard group members can only view the widgets and are not allowed to make any changes.
Hope that summarized how to use the widget features to customize your group dashboard. Please see related articles below, which may be of interest: