Did you know that you can add a link to a website as a widget on a dashboard? Below are five useful ways you can utilize the Web Link widget on your dashboards:
-
Linking to external websites. If your users need to utilize resources outside of TrackVia, you can provide links on their dashboard to bring them directly to the website they need.
-
Link to a table’s import wizard. If you have a dashboard used by Super Admin or App Admin users who frequently need to import to a specific table, a Web Link that brings them directly to that table’s import wizard can save time and reduce clicks.
-
Link to another dashboard. If you have different dashboards that each have a specific focus (i.e. Dashboard 1 includes everything related to ongoing projects, and Dashboard 2 includes everything related to future projects), you can add a Web Link on each dashboard for users to quickly navigate between them.
-
Link to a shared Google Drive for your team.You can link directly to a shared Google Drive that your team uses to store and collaborate on documents.
- Link to another app in your account. Use Web Links to bring users to a dashboard in a different app in your account. However, make sure that the users have the correct role permissions to access the dashboard or other resources you link to in the other app.
To set up a Web Link, edit the dashboard, click on the “Widgets” tab, and select “Web Link”, then enter the URL of the website you want to link to and customize the button as you see fit. Once you’re finished, save your dashboard and give it a try!
Don’t forget to check out our other helpful resources below!
Comments
0 comments
Please sign in to leave a comment.