Widgets in Tribe help you organise and view important information directly on your dashboards. They give you a clear overview of what is happening, where action is needed, and how your work is progressing. You might use widgets to track appointments, monitor sales, or keep important notes visible. By following this guide, you will learn what widgets are, how to add and remove them, and how to use common widget types effectively.
Table of Contents
What Do Widgets Do?
How Do I Add Widgets To A Dashboard?
Examples Of Frequently Used Widgets
How Do I Remove A Widget From My Dashboard?
What Do Widgets Do?
Widgets are small, focused blocks of information displayed on your dashboard. Each widget shows a specific type of data, such as appointments, sales opportunities, or notes. Together, they form your dashboard view, allowing you to see key information at a glance.
Widgets help you stay organised and informed without opening multiple pages. You can combine different widgets to create a workspace that supports how you work.
How Do I Add Widgets To A Dashboard?
Tribe provides a standard widget library with many widgets that you can add to your personal or shared dashboards.
Follow these steps to add a widget:
Open a dashboard, such as My Workplace.
Hover over your dashboard until the + Icon appears below the last widget.
Select the + Icon to open the widget library.
Navigate through the categories, such as Activities or Organisations, to find the widget you need.
Click Add Widget To Dashboard.
The widget will now appear on your dashboard.
Examples Of Frequently Used Widgets
Tribe offers a wide range of widgets. Below are some commonly used ones.
Calendar And Planning Widgets
The Agenda Widget appears on My Workplace by default. It shows your appointments for today, and you can switch to weekly or monthly views. You can also view a colleague’s appointments. Depending on your organisation’s active modules, you can choose which data appears, such as registered hours or work orders.
The Calendar Widget shows the current month by default, helping you plan further ahead. The Planning Widget displays the schedules of all employees for the current week. These widgets are available in the library under Agenda & Calendar.
Sales Pipeline And Forecast Widgets
The Sales Pipeline Widget shows your sales opportunities across different phases. Each phase displays the relevant opportunities, and you can open them to view more details.
This widget includes a Bucket View, where each bucket represents a sales phase. You can drag opportunities between buckets to update their phase or status. You can also create new opportunities directly inside a bucket.
The Forecast Widget shows open sales opportunities in a stacked bar chart per phase, including won opportunities. This helps you see expected sales per month. Both weighted and non-weighted versions are available.
These widgets can be found under Activities > Sales Opportunities.
Notes Widget
The Notes Widget works like a digital sticky note on your dashboard. It is useful for reminders that do not belong in your calendar or activities.
You can find this widget in the library under Other.
Pinning A File, Website, Or Record
You can pin important records, websites, or files to your dashboard using dedicated widgets. This is useful when you often return to the same project, customer, or document.
To pin a record, add the relevant pin widget and select the item you want to display.
Website and file widgets are located under Other.
Record pinning widgets are found under the relevant subject area, such as Activities > Projects > Pin Project or Organisations > Commercial Relations > Customers > Pin Customer.
How Do I Remove A Widget From My Dashboard?
You can remove widgets that you no longer need without deleting them from Tribe.
Follow these steps:
Locate the widget you want to remove.
Select the Dot Menu in the top-right corner of the widget.
Click Delete.
This removes the widget from your dashboard only. You can always add it again from the widget library.
Quick Summary
Widgets in Tribe display focused pieces of information on your dashboards. You can add, remove, and combine widgets to create a workspace that matches how you work. Using the widget library, you can track activities, manage sales, and keep important items visible in one place.