Sometimes you might want to just have text on your dashboard that you can update at any time, like right before a meeting. Grow lets you add a dashboard note to your dashboard to write out any important details you may need to jot down.
To edit a dashboard, you must have the Manage Dashboards permission. If you believe you need this functionality but do not have it, talk with an admin for the account of your organizaion.
Adding a Dashboard Note
To add a dashboard note, click Dashboard Actions button on your dashboard, then select Add Note from the menu.
Your dashboard note can move and expand/contract similar to a regular metric tile.
Editing Your Note
To edit your note, you can simply click within the box of text. Additionally, you can use the three-dot metric menu and click Edit Note.
To change the title of your note, first go to the edit view for your note. In the upper left-hand corner, you will see a pencil icon. If you click this, it will highlight the title of the note and you can enter in your title.
When you edit your note, you have a fairly extensive toolbar to let you format your text.
Whenever you are finished entering the text for your note, be sure to click Done in the lower right-hand corner.
Adding a Link
If you want to add a link to your note, first type in the text for your link, then highlight it.
Click the link icon in the formatting toolbar. This will cause a window to pull up where you can enter the link for your text.
Once you have entered your link, press Add. When clicked, links in dashboard notes will open in a new tab.