Adding, editing and deleting dashboard widgets and templates

One user can have several desktops for different work topics: daily work, sales review, projects or other needs.

Adding a desktop widget

1. Select the desktop icon and selectAdd a widget to the desktop:

2. In the modal window that opens, select:

• Controller type;

• Preparation;

• purpose;

• Position.

3. After saving the changes, the system will display the widget on your desktop.

Editing and deleting a widget

1. To adjust or remove a widget, hover over the desired widget and select itSettingsbutton:

2. The system will open a modal window where you can make adjustments to the widget or remove it:

   

Creating a widget

1. To create a widget, select the desktop icon -Add a widget to the desktop:

2. In the box that opens in the modal windowPreparationselect the plus icon:

3. Select the module, controller type and specify the name:

4. Specify filters and save changes:

5. You will see the created template in the controller attachment - after saving the changes, the system will display the controller on your desktop:

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