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.
Permissions
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 organization.
Adding a Dashboard Note
To add a dashboard note:
- Click Dashboard Actions button on your dashboard.
- 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, click within the text box or use the three-dot menu and select Edit Note.
- To change the title, go to the edit view and click the pencil icon in the upper left corner. This will highlight the title, allowing you to enter a new one.
- Use the toolbar to format your text as needed.
- When you’re done, click Done in the lower right corner.
Adding a Link
To add a link to a note:
- 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.