Widget Dashboard Explained

The widget dashboard is the information-focused view of the dashboard. While the "myconvento Apps" view is primarily designed for quickly opening modules, the widget dashboard displays key information, tasks, appointments, searches, and quick actions directly on the home page.

This view is ideal if you want to see what is currently important immediately after logging in. You can customize your widget dashboard to suit your daily workflow.

What is a widget?

A widget is an individual content block on the dashboard. Depending on the type of widget, it can display information, provide a search function, list current records, or allow you to execute an action directly.

Widgets vary widely. Some simply display information, while others allow for direct input or take you to a specific area of myconvento with a single click.

This turns the dashboard into a personalized work overview. Instead of opening each module individually, you can consolidate important alerts and functions right on the home page.

Activating the widget dashboard

You can switch between "myconvento Apps" and the widget dashboard using the toggle switch on the dashboard. When you select the widget dashboard, the app tiles are hidden, and your configured widgets are displayed instead.

myconvento remembers which dashboard view you used last. If you work with the widget dashboard regularly, it may therefore be active again the next time you visit the page.

Customizing the page

When the widget dashboard is active, the Customize page button appears in the top navigation bar. You can use this button to configure your dashboard widgets.

Here, you can determine which widgets are visible and how they are arranged. You can hide any widgets you do not need. You can place frequently used widgets higher up or in a specific area.

This keeps your dashboard organized and displays exactly the information that is important for your work.

Available widgets

The widgets available to you depend on your module permissions and the features enabled for your account. It is therefore normal for different users to see different widgets.

• My Data: Search & Entry
  This widget helps you quickly search for or enter data in the "My Data" area.
• Latest Information
  General notices, news, or important information for users can be displayed here.
• Who Is Online?
  This widget shows which users are currently online or what status they have set.
• MI Newsticker
  The MI Newsticker displays the latest news or notices from the Media Intelligence area.
• Monitoring Analyses
  This widget provides an entry point or overview of existing monitoring analyses.
• My Searches
  Here you can find your own saved or recently used searches.
• My Recent Contacts
  This widget displays recently edited or created contacts, making it easy to pick up where you left off. 
• Latest Messages
  Current or recently created messages can be displayed here. 
• Webinars
  This widget highlights available webinars or training sessions. 
• Reports
  Here you have access to relevant reports or analyses.
• Upcoming Events
  This widget shows upcoming events or appointments from the events section.
• My Actions with Follow-up
  Here you can find actions that require a follow-up.
• Contact Birthdays
  This widget displays birthdays from your contacts, provided the relevant data is available.
• Storage Usage
  Here you can monitor the current storage usage of your environment.
• Forum Updates
  This widget displays new or recent content from the user forums.
• Dispatch Calendar
  The dispatch calendar helps you keep track of scheduled or past dispatch activities.
• Send Message
  This widget offers a quick way to create or send a message directly.

Moving widgets

The widget dashboard is divided into several areas. Widgets can be rearranged within these areas or moved between them.

To move a widget, click its header, hold down the mouse button, and drag and drop it to the desired position. Once you release the mouse button, the widget is placed in the new location.

This allows you to customize your dashboard step-by-step to suit your workflow. You should place frequently used widgets higher up, while less important widgets can be placed further down or hidden.

Updating or removing widgets

Depending on the widget, additional actions may be available. Some widgets can be refreshed, closed, or hidden via the dashboard configuration. The available options depend on the specific widget.

If a widget is no longer relevant, you can remove it from your view using "Customize page". This does not delete any data; it simply hides the corresponding dashboard block.

When is the widget dashboard useful?

The widget dashboard is particularly helpful if you want to keep track of up-to-date information regularly - for example, when working with tasks, events, reports, shipping dates, research, or contacts.

This view is also useful for users who need an overview of upcoming items first thing in the morning. Instead of opening multiple modules individually, the dashboard displays key information in one consolidated view.

Why can't I see a widget?

If a widget is not visible to you, there could be several reasons. It may have been hidden via "Customize page". Alternatively, you might lack the necessary permissions for the corresponding module, or the module may not have been enabled for your account.

If you need a specific widget, please contact your internal administrator or myconvento Support.

Tips for an organized widget dashboard

Place the most important widgets at the top. This ensures you see what is relevant to you immediately after logging in.

Hide widgets you do not use regularly; an overcrowded dashboard can become cluttered and difficult to navigate.

Review the layout periodically. Your dashboard should be adjusted whenever your tasks change.

Use the widget dashboard as a personal workspace, not just an information page. The better the widgets align with your work, the faster you can get up to speed after logging in.