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How Do I Create And Manage Personal Widgets?

Updated over 2 weeks ago

Personal widgets help you organise your dashboard in a way that suits your own workflow. They allow you to display specific information using segmentation and filters, without making it visible to colleagues unless you choose to share it. You might use personal widgets when you want a private overview of your tasks, data, or performance. By following this guide, you will understand what personal widgets are and how they support both individual focus and team collaboration.

Table of Contents

  • What Does This Feature Do?

  • Why Or When Should You Use It?

  • How Do Personal Widgets Work?

  • Sharing A Personal Widge

  • Where Is This Feature Displayed?

What Does This Feature Do?

Widgets display information on your dashboard in Tribe. They use segmentation and filters to show only the data that matters to you.

By default, new widgets are available to all users. With personal widgets, you can mark a widget as private so that only you can see it, unless you decide to share it.

Why Or When Should You Use It?

You might use personal widgets when you want a clear and focused dashboard that reflects your own priorities. This is helpful if you track personal tasks, specific customer groups, or performance data that is not relevant to others.

Personal widgets also help reduce clutter in shared widget lists, making it easier for everyone to find what they need.

How Do Personal Widgets Work?

When you create a new widget, it is available to all users by default. You can choose to mark it as private.

A private widget:

  • Is only visible to you

  • Does not appear in your colleagues’ widget lists

  • Helps you keep a clean and organised overview

Note: Private widgets remain fully functional and continue to update with live data, just like shared widgets.

Sharing A Personal Widget

You can share a personal widget with specific colleagues or with an entire team.

When shared:

  • The selected colleagues or team members gain direct access to the widget

  • The widget becomes visible in their widget list

  • Everyone sees the same data and configuration

This makes it easier to collaborate while keeping control over what you share.

Where Is This Feature Displayed?

Widgets appear on your Tribe dashboard whereas shared widgets appear in the widget lists of the colleagues or teams you have selected. With personal widgets, they remain visible only in your own dashboard and widget overview.

Quick Summary

Personal widgets allow you to keep certain dashboard views private while still using all standard widget features. You can share these widgets with specific colleagues or teams when collaboration is needed. This helps you stay organised while keeping control over what others see.

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