Adding Widgets
Choose a widget
A dropdown appears showing widgets that aren’t currently on your Dashboard. Click one to add it.
Alex’s screenshot note: Take a screenshot showing the “Add widget” dropdown open with available widget options listed.
Removing Widgets
- Hover over any widget
- A small X button appears in the top-right corner
- Click it to remove the widget from your Dashboard
Rearranging Widgets
Widgets can be moved by dragging:- Grab the widget by its title bar (the drag handle area)
- Drag it to a new position on the grid
- Other widgets automatically rearrange to make room
- Release to drop
Resizing Widgets
- Hover over the bottom-right corner of any widget
- A resize handle appears
- Drag to resize the widget (height adjusts to content)
Resetting Your Layout
If you want to start fresh:- Click the Reset button in the top-right corner (next to Add widget)
- All widgets are restored to the default layout
Default Layout
The default Dashboard layout is:| Position | Widget |
|---|---|
| Top (full width) | This Week (Meeting Stats) |
| Row 2, Left | Upcoming Meetings |
| Row 2, Right | To-Dos |
| Row 3, Left | Recent Recordings |
| Row 3, Right | Active Deals |
| Row 4, Left | Quick Links |
| Row 4, Right | Vault Activity |
Layout Persistence
Your layout is automatically saved to the server whenever you make a change (with a 1-second debounce to avoid excessive saves). It persists across:- Page refreshes
- Browser sessions
- Different devices (tied to your account)
Alex’s screenshot note: Take a screenshot of a customized Dashboard with widgets rearranged in a non-default order, showing the drag handle on one widget.