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Removing a widget

Switch to "Edit Mode", and select the ellipsis "...", then select "Delete" TABLE OF CONTENTS Step 1: Switch to Edit Mode Step 2: Delete the widget Step…

1 min read167 words2 explained imagesUpdated Wed, 18 Oct, 2023 at 11:34 PM
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Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. Step 1: Switch to Edit Mode
  2. Step 2: Delete the widget
  3. Step 3: Save changes
  4. Note:
  5. What's Next:
Switch to "Edit Mode", and select the ellipsis "...", then select "Delete"

TABLE OF CONTENTS


Step 1: Switch to Edit Mode

  • On your dashboard, click the "EDIT" button
    Step 1 of 1: On your dashboard, click the "EDIT" button What this shows Step 1 of 1: On your dashboard, click the "EDIT" button What this shows Shows what to click for step 1 of 1 in the "Step 1: Switch to Edit Mode" section of "Removing a widget". This screenshot accompanies step 1 of 1 in the "Step 1: Switch to Edit Mode" section of "Removing a widget". At this point in the walkthrough you on your dashboard, click the "EDIT" button. This part of the guide covers 1 field, listed below. Step 1 of 1Image 1 of 2 What to clickOn your dashboard, click the "EDIT" button
    Fields in this part of the guide On your dashboard, click the "EDIT" button

Step 2: Delete the widget

  • Locate the three-dot menu in the upper-right corner of the widget you wish to remove.
  • Click the three-dot menu to reveal a dropdown menu.
  • Select "DELETE."
  • Step 2: Delete the widget (image 2 of 2) What this shows Locate the three-dot menu in the upper-right corner of the widget you wish to remove. What this shows Shows what this covers for step 4 of 4 in the "Step 2: Delete the widget" section of "Removing a widget". This screenshot accompanies step 4 of 4 in the "Step 2: Delete the widget" section of "Removing a widget". For context, this section explains: Locate the three-dot menu in the upper-right corner of the widget you wish to remove. Click the three-dot menu to reveal a dropdown menu. Select "DELETE.". Step 4 of 4Image 2 of 2
    All 3 steps in this procedure
    1. Locate the three-dot menu in the upper-right corner of the widget you wish to remove.
    2. Click the three-dot menu to reveal a dropdown menu.
    3. Select "DELETE."

Step 3: Save changes

  • Finally, click "Save Changes" at the top-right corner to save your dashboard with the widget removed.

Note:

Wondering which plan unlocks the customizable Dashboard?
It's currently available exclusively for the $497 plan and beyond. If you're on the $97 or $297 plan, we recommend leveling up to unlock this feature. 

Custom dashboards on $497+ plans can be accessed by Agency Admins and Agency users.

Read more about managing permissions for dashboards here


What's Next:

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