Customizing your dashboard is essential for creating an interface that works for you. Adjusting the size of widgets enhances visibility and functionality, helping you maintain a clean and organized workspace. Here’s how you can effortlessly resize widgets to optimize your dashboard layout.

Activate Edit Mode #

Begin your customization by clicking the “Edit” button on your dashboard. This opens Edit Mode, granting you full control to modify and perfect your dashboard’s layout.

Resize #

In Edit Mode, select the widget you wish to resize. Use the “arrow” icons located at the corners of the widget to click and drag, allowing you to resize with precision and ensure the widget fits seamlessly within your layout.

📌Note: Default widgets, such as the Opportunity Status widget, can be rearranged but are not adjustable in size.

Save Changes #

Once you’ve achieved the desired widget size, click “Save Changes” to confirm your adjustments. This action locks in your resizing efforts, reflecting your personalized layout on the dashboard.

Cancel / Undo #

If you change your mind, simply click “Cancel” to revert the widget back to its original size. This flexibility ensures that you can easily undo any recent changes without hassle.

By following these steps, you can quickly and efficiently resize your dashboard widgets, ensuring that your workspace remains optimized for productivity. With the ability to save or undo changes, the process is both flexible and user-friendly, giving you full control over your dashboard’s appearance and functionality.

Frequently Asked Questions #

How do I resize a widget on my dashboard? #

Enter Edit Mode by clicking the “Edit” button, select the widget, then click and drag the arrow icons at its corners to resize it precisely.

Where are the resize controls on a widget? #

The resize controls are the arrow icons located at the corners of each widget, visible when you are in Edit Mode.

Can all widgets be resized? #

No. Default widgets, such as the Opportunity Status widget, can be rearranged but are not adjustable in size.

How do I save my resized widgets? #

After resizing a widget to your desired size, click “Save Changes” to confirm and lock in your adjustments.

Can I undo a resize if I change my mind? #

Yes. Click “Cancel” to revert the widget back to its original size without any hassle.

Do I need to be in Edit Mode to resize widgets? #

Yes. You must click the “Edit” button to enter Edit Mode before you can resize widgets on your dashboard.