Choose Add widget on your dashboard, pick Inspections, Actions or Bookings, and choose a saved view. The widget shows the count at a glance, and View all opens the full list.
Add a widget
Open the Dashboard.
Choose Add widget.
Under What do you want to see?, choose Inspections, Actions or Bookings.
Choose how it should look (Table), then give it a name.
Choose Add widget.
Once the widget is on your dashboard, choose a Saved view on it so it shows exactly the records you care about, such as overdue actions or today's bookings.
Edit, export or remove a widget
Task | How |
Edit what it shows or its name | Open the widget menu and choose Rename or change. |
Export the list | Choose Download as Excel on the widget. |
See everything behind the count | Choose View all. It opens a panel on the right side of the screen. Close it with the X to get back to the dashboard. |
Change the filters or columns | Choose Filters & columns on the widget. |
Remove a widget | Open the widget menu and choose Remove from dashboard. |
Choose what to show
Widget | Shows |
Inspections | Inspections from the view you pick, such as those in progress. |
Actions | Actions from the view you pick, such as to do or overdue. |
Bookings | Bookings from the view you pick, such as today or this week. |
Work Orders and Work Packages work the same way. You can also add your Agenda from the same Add widget window.
Frequently asked questions
Can I have more than one widget for the same module?
Yes. Add one for each saved view you check, such as overdue actions and actions for your team.
Does the widget use my saved views?
Yes. Pick any view you or your team has saved for that module.
Who sees my widgets?
Widgets are part of your dashboard layout, so they are yours unless you share the layout.
Are the widgets in the phone app?
Not yet. They are on the web dashboard today.