The dashboard widgets library
SECURITY Security level with permission to add and edit dashboard widgets
NAVIGATION When adding a widget, select the option Choose a widget from the widget library
About the dashboard widgets library
Autotask provides a library of hundreds of pre-configured widgets that you can add to your default and custom dashboard tabs. All widgets that appear on the system tabs are available from the library, along with numerous additional widgets. You can edit and customize any widget selected from the library.
NOTE With hundreds of customizable widgets to choose from, when you need a widget, check the library before you build a new widget.
The widgets are listed by entity, with a separate topic for each entity.
Each table displays the widget's name, description, associated entity, and the dashboard tabs that include the widget by default (if any). The icon in the first column indicates the widget visualization type. If you are not sure what type an icon represents, refer to Widget types and visualization types.
Widget descriptions by entity
- Contract widgets
- Daily Alert Widgets
- Device widgets
- Inventory Products widgets
- Invoice Items widgets
- Invoices widgets
- Milestones widget
- Opportunities widgets
- Organizations widgets
- Out of Office widgets
- Payments widgets
- Pending Billing Items widgets
- Posted Billing Items widgets
- Procurement widget
- Project Tasks widgets
- Projects widgets
- Purchase Orders widgets
- Quote Items widgets
- Quotes widgets
- Recurring Ticket Template widget
- Scheduled Items widgets
- Service Calls widget
- Stocked Items widgets
- Subscriptions widgets
- Surveys widgets
- Tickets widgets
- Time Off Requests widgets
- Timesheets widgets
- To-dos & Notes widgets
- Work Entries widgets