Help CenterDashboardsSet up
Add notes and instructions with a text widget
Add a heading, an explanation or a link for your team inside the dashboard. Everyone sees it the same way.
Before you start · for owners and managersEdit access to the dashboard
Before you start · for owners and managers
Edit access to the dashboard
- You need: Edit access to the dashboard
Steps
1
In Edit layout, press Add widget, choose Text and press Continue.
2
Write the text in simple Markdown, and check it in Preview.
3
Press Continue, then press Add widget.
How it works
The text shows to everyone who opens the dashboard, even people who can’t see any unit, because it contains no record data.
The formatting shown is simple: headings, bold, italic, lists and links. Images and HTML code don’t show, and only safe links (https and email) work.
The text is saved as written, and shows in the right direction for Arabic and English.
In the PDF, placeholder text shows in its place, and it isn’t exported as CSV.
If something goes wrong
What you see
Why
What to do
“This text is too long.”
You passed the workspace’s limit.
Shorten the text, or split it across two widgets.
The link doesn’t work
It isn’t https.
Use an https link.
Good to know
Up to 5,000 characters by default (500–20,000, depending on the owner’s setting).
Smallest size: 2 × 1.
Did this guide solve it?
If not, we’ll ask what was missing.