Creating a Table Widget

For this example, we will create a Table Widget that only displays Key Contacts.

To get started, navigate to an existing Dashboard and press the Edit icon on the top-right hand corner as seen below:

Note: To edit the name, or delete the dashboard, press the Rename button after pressing edit on the above screenshot.

After pressing the Edit button, press the Add Widget button to proceed.

I will title the widget 'Key Contacts'. Here you have the option to select a preexisting View to use for the Table widget, or create a new one.

Best practice is to create a new view, and in our example we will do so as seen below:

You will now see a prompt for the Target Object. Because we want a list of Contacts, we will select the 'Contacts' object as seen below:

Now we will be confronted with the same options seen when creating a new View directly.

For our example, I will add the Full Name, Email, and Description fields into the View as seen below:

I will now filter the data to only include contacts who are labeled as 'Key Contacts' as seen below:

Now we can press Save to confirm our addition. This will then take us back to the Widget page as seen below, with our newly created View selected:

To create a table, we select the Table type as seen below:

After selecting the Table type, press save and the New Widget will be added.

Note: Make sure to press the Done button on the top-right hand corner to save the widget.

Continue to the next section to see how to move and resize widgets.