The Triark Cloud Dashboard is fully customizable. You decide which widgets to display, how to arrange them, and what layout best suits your workday.
Widgets provide quick access to data without needing to open separate modules.
🖱️ How to Add Widgets
- Click "+ Widget"
Located at the top-right of your Dashboard screen. - Open the Widget Library
The Widget Library will slide in from the left. Here you can:- Browse available widgets
- Use the search bar to quickly find specific widgets
- Drag and Drop Widgets
Drag the widget from the library and drop it into an open space on your dashboard.
🗑️ How to Remove Widgets
If you no longer need a widget:
- Click the widget menu (3 dots or options button).
- Select Remove to remove it from your dashboard.
🗂️ Widget Management Options
Action
What It Does
Add Widget
Opens the Widget Library so you can add new widgets to your dashboard.
Delete Widget
Removes the widget from your current view.
Search in Widget Library
Helps you find widgets faster when the list is long.
Drag and Drop
Place widgets anywhere in the available dashboard space.
🛠️ Example Use Case: Quick Setup for a Document Controller
A document controller may:
- Open the Widget Library
- Drag in New Documents, New Revisions, and Document Status widgets
- Remove any widgets that aren’t relevant to their daily work
- Arrange the widgets in the order they prefer for faster access
❓ FAQ
Q: What happens if I remove a widget?
Removing a widget only affects your personal dashboard view. It doesn’t delete data, and you can add it back at any time.
Q: Are widgets user-specific?
Yes, each user configures their own dashboard layout. No changes are made to other users’ dashboards.
Q: Do I need special permissions to add widgets?
No, all users can access the dashboard.
