Customize

Configuring the Dashboard for all users

Customizing the Dashboard

By default, the landing page is set to 'Dashboard' for all users after they log in on your MangoApps domain. As a network admin, you can choose both the default layout and the content that appears on your users’ Dashboard on the User Portal.

Admin Portal > Modules > Dashboard > Customize
  1. Widget Gallery: Click the Widget Gallery button to scroll through the list of widgets and then click the + Add button to add them to the dashboard page. Each widget dynamically loads the content based on the user's role.

  2. Publish Changes Only: Click the Publish Changes Only button to apply the edits made to the dashboard and append the changes to the existing dashboard configurations of users. This does not overwrite the existing dashboard configurations of the users.

    Dashboard changes by a network admin are logged in the Audit Log as "Dashboard published with changes only" for the "Dashboard" item type. Impact of Publish Changes Only -

    • Newly added widget by the network admin gets added to the end of the users' dashboard (if the widget was not present)

    • Edited widget (for example, settings changed via Set Properties) by the network admin gets updated on the users' dashboard (if the widget is present)

    • Deleted widget by the network admin gets deleted from the users' dashboard (if the widget is present)

    • No layout changes will be made to users' dashboard

    • Other widgets on the users' dashboard will not be changed or removed

  3. Publish Full Dashboard: Click the Publish Full Dashboard button to apply the edits made to the dashboard and overwrite the existing dashboard settings of users.

    Dashboard changes by a network admin are logged in the Audit Log.

  4. Layout Options: Click the Layout Options () button to set the layout and auto-arrange the widgets on the Dashboard. MangoApps provides 6 pre-defined responsive layout options:

    • 3 column layout with 33% for each column.

    • 2 column layout with 33% for the first column and 66% for the second column.

    • 2 column layout with 66% for the first column and 33% for the second column.

    • 1 column followed by a 3 column layout - 100% for the first column and the following columns 33% for each column.

    • 1 column followed by a 2 column layout - 100% for the first column, the following columns 33% for the first column and 66% for the second column.

    • 1 column followed by a 2 column layout - 100% for the first column, the following columns 66% for the first column and 33% for the second column.

  5. Dashboard preview area: Preview area for all the widgets added to the Dashboard. Resize the widgets by dragging the small icon on the bottom right edge of the widget, drag-and-drop the widgets at the preferred position.

It is recommended to use the "Publish Changes Only" when updating the Dashboard since this appends the changes and does NOT overwrite the users' existing dashboard configurations.

Widgets in MangoApps

MangoApps provides the following widgets:

  • Announcements: This widget gives a list of all announcement posts in your network.

  • Admin Portal Shortcut: For network administrators, this widget is a shortcut to access the admin portal where you have full control of the administration and management of your network.

  • Airbrake: This widget gives a list of notifications of all Airbrake feeds. Most recent feeds show up at the top.

  • All Ideas Summary: This widget gives a bird's-eye view of where ideas are in the different idea life cycle stages.

  • Badges: This widget gives a list of badges colleagues in your domain have unlocked. They are listed in chronological order by the date they were received.

  • Basic Text Box: With this widget, you can add plain text.

  • Beanstalk: This widget gives a list of notifications of all Beanstalk feeds. Most recent feeds show up at the top.

  • Colleague Suggestions: This widget gives suggestions about colleagues you may want to follow.

  • Colleagues I Follow: This widget gives a list of colleagues whom you are following.

  • Custom Events: This widget gives a list of upcoming events for out of office, travel, training, workshop, seminars, fundraisers, team outings or any other custom event type that has setup by your domain admin for your company

  • Events: This widget gives a list of events that you are attending, maybe attending and events you are invited to.

  • Files: This widget gives a list of all your files you have access to. The widget helps you get quick access to your recent, most viewed, and most discussed files.

  • Forms: This widget gives a list of all forms shared within your network.

  • Getting Started Mission: This widget helps you to get your users acquainted with the system by marking their completed tasks in a checklist on using MangoApps.

  • GitHub: This widget gives a list of notifications of all GitHub feeds. Most recent feeds show up at the top.

  • Group Suggestions: This widget gives suggestions about active groups you may want to join.

  • Hashtagged Items: This widget gives a list of feeds that match the hashtags configured.

  • Huddle: This widget provides a way to start a Huddle (1-on-1 or a group chat) using a personal link or host an ad hoc Huddle with a set of colleagues using join.me or GoToMeeting.

  • Ideas: This widget gives a list of all ideas posted in your network. Newer ideas show up on top. The widget helps you get quick access to your new, top votes, and most discussed ideas.

  • Idea Campaigns: This widget gives a list of the latest idea campaigns started in your network. Newer idea campaigns show up on top.

  • iFrame Embed: This widget provides a way to embed a piece of code from external sources. Use this widget to embed JavaScript/iFrame code for the weather, stock, countdown timers, etc.

  • Invite Colleagues: This widget can be used to invite new colleagues into your network. You can also view the status of your invites from this widget.

  • Jira: This widget gives a list of notifications of all Jira feeds. Most recent feeds show up at the top.

  • MailChimp: This widget gives a list of notifications of all MailChimp feeds. Most recent feeds show up at the top.

  • MangoApps Resources: This widget gives a list of links to MangoApps help resources like training videos, help center, etc. The content of this widget can be edited within the widget.

  • Media Library: This widget gives a list of images, videos, presentations, and audio files that have been posted in your network.

  • Module Links: This widget gives a list of all your modules.

  • Multimedia: This widget provides a way to add media. You can upload new media or pick from existing media.

  • Must Read Posts: This widget gives a list of posts that have been marked as must read in your network. Must read posts that are posted most recently show up on top.

  • My Calendar: This widget shows user events and reminders. It also shows team events relevant to the user and full company events.

  • My Departments: This widget gives a list of all the departments you belong to. Departments are listed alphabetically by name.

  • My Projects Task Summary: This widget gives a bird's-eye view of your project's health, pending vs. completed task counts, and project's deadline dates. It also displays the most recently active projects.

  • My Task Summary: This widget shows a count of your pending, completed, and delegated tasks for the selected period in a bar chart.

  • My Teams Calendar: This widget shows teams due dates, milestone due dates, and events across all your teams. Choose from month/week/day view.

  • New Media: This widget gives a list of images, videos, and audio files that have been posted in your network. Images, videos, and audio files that are posted most recently show up on top.

  • New Relic: This widget gives a list of notifications of all New Relic feeds. Most recent feeds show up at the top.

  • Notes: Notes is a quick way to jot down something that needs to be remembered and have that information always available to you.

  • Notifications: This widget gives a list of all notifications. Most recent notifications show up at the top.

  • Office Locations: This widget lists addresses of your worldwide offices. It also shows local office hours, no. of employees at the location and the emergency contact person for the location.

  • Opportunities: This widget gives a list of all your opportunities. The widget helps you for quick access to your pinned or recent opportunities.

  • Pages: This widget gives a list of all your pages. The widget helps you for quick access to your recent or most viewed pages.

  • Pending Approvals: This widget gives a list of approvals that are pending on you. These requests include user invitation, team membership, and document and flagged content approvals.

  • People: This widget allows you to show a list of recent joinees, recent awardees, people with upcoming work anniversaries, experts, domain admins, members of a team, or a custom list of people.

  • Pingdom: This widget gives a list of notifications of all Pingdom feeds. Most recent feeds show up at the top.

  • Podcasts: This widget gives a list of all voice-enabled posts. The widget helps you get quick access to your pinned, recent, and most active podcasts.

  • Polls: This widget gives a list of polls that have been done in your network. Polls that are posted most recently show up on top.

  • Posts: This widget gives a list of all your team posts, company posts, and blogs of people you follow. The widget helps you for faster access to your pinned, recent, or most viewed posts.

  • Questions: This widget gives a list of questions that have been posted in your network. Questions that are posted most recently show up on top.

  • Quick Links: This widget gives you the ability to add a simple link list or a link list with images and icons.

  • Quizzes: This widget gives you a list of all recent quizzes that you can take. It's easy access to start or resume the quizzes at any time.

  • Recognitions: This widget gives a list of all awards given within your network to an individual or a public or private team. The widget helps you get quick access to individual and team awards.

  • Rich Text Box: With this widget, you can add text with formatting, links, images and videos. You can also update the HTML and CSS source directly.

  • Rich Text Box with Media: This widget provides a way to add image/video along with text, links, photos, and external media. You can update the HTML and CSS source directly.

  • RSS Feeds: This widget provides a way to subscribe to RSS feeds from one or more external sources.

  • Shortcuts: This is a widget that gives you a consolidated list of the shortcuts that have been added to your primary navigation bar on the left.

  • Slack: This widget gives a list of notifications of all Slack feeds. Most recent feeds show up at the top.

  • Slider: This widget provides a way to add image/video along with plain text. The content scrolls automatically after a certain time interval.

  • SSO Applications: This widget lists the Single Sign-On (SSO) apps integrated with MangoApps for direct signing/logging in for users on your domain. SSO can be setup with enterprise applications such as Salesforce, NetSuite, Cornerstone, Kronos, SuccessFactors, Workday, Namely, Zoom, Zendesk, SharePoint, and more.

  • Surveys: This widget gives you a list of all recent surveys that you can take. It's easy access to start or resume the surveys at any time.

  • Tasks: This widget gives the list of your pending, completed or delegated tasks and milestones across all your projects. The list of pending and delegated tasks is arranged by the due date, completed tasks are arranged by the last accepted date and milestone activity with the most recently active milestones on top.

  • Teams: This widget gives a list of all your teams. The widget helps you get quick access to your pinned, recent and most active teams.

  • To Do List: Organize your to-dos and make the visible to your manager, coworkers or keep them private.

  • To Do Summary: Summary of your pending to-dos, recently completed to-dos and shared to-dos organized by sections

  • Trash Can: This widget gives a list of all deleted items that are in your network's trash can. Deleted items in the trash can will be permanently removed automatically after the number of days set by the admin.

  • Twitter Embed: Use this widget to embed Twitter feeds. It can be used to display photos and videos uploaded to Twitter.

  • Upcoming Birthdays: This greetings widget lists colleagues whose birthdays are coming up in the next 7 days.

  • Upcoming Holidays: This widget lists the company holidays for your location/country. Company holidays are days when the office is closed.

  • Wikis: This widget gives a list of all your published wikis you have access to. The widget helps you get quick access to your pinned, recent, most viewed, and most discussed wikis.

  • Zendesk: This widget gives a list of notifications of all Zendesk feeds. Most recent feeds show up at the top.

Adding Widgets to the Dashboard

You can configure the Dashboard page from the Admin Portal for all users. To add widgets:

  1. Click the Widget Gallery button to open the Add Widgets pop-up.

  2. Click the preferred widget to add it. For example, click the Announcements widget to add it to the dashboard, scroll the widget list, and then click the Notifications widget to add it to the dashboard. You can add widgets by searching them or from the widgets list:

    1. Type the widget name in the Quick Search text box to search and add widgets. For example, type holiday in the Quick Search text box. The system automatically loads the widgets based on the entered keyword. Click the Upcoming Holidays widget to add it to the dashboard.

    2. Click the list of widgets in the LHS of the pop-up. For example, click More Widgets to load the widget list and then click the My Calendar widget to add it to the dashboard.

    3. In the Add Widgets pop-up, click Done when you have finished adding the preferred widgets.

  3. Click the Layout Options () button to set the layout and auto-arrange the widgets.

  4. Resize the widgets by dragging the small icon on the bottom right edge of the widget, drag-and-drop the widgets at the preferred position.

  5. Click the Lock () icon to create a sticky widget. For example, click the Lock icon for the Announcements widget to make it a sticky widget. A sticky widget ensures that a widget remains on all users dashboards permanently — they cannot delete this widget nor change the title. This option still lets users add and remove other widgets.

  6. Hover over More Options () icon for the My Calendar widget to open the pop-up and then click the Set Properties () option to edit the properties of the widget.

    1. Edit the title of the widget. For example, enter Calendar in the Title text box.

    2. Similarly, in the Default View drop-down, select the option to display the calendar items.

    3. Click the Save button.

  7. Click the Publish Full Dashboard button to open the Confirm pop-up. In the Confirm pop-up:

    1. Publish Setting:

      • Publish for new users: Select the option to publish the dashboard configurations to all new users signing up on your domain and the invited users on your domain in the future.

      • Publish for all users: Select the option to publish the dashboard configurations to all existing and new users. This option overwrites the existing dashboard configurations of all existing users.

    2. Dashboard Setting:

      • Fully-Customizable: Select the Fully-Customizable option when publishing your dashboard layout to ensure that users can add, remove, resize, and rearrange widgets.

      • Semi-Customizable: Select the Semi-Customizable option when publishing your dashboard layout to ensure that all users have the same widgets with the ability to resize, reorder widgets, and change the layout. The semi-customizable option does NOT let users add or remove widgets.

      • Locked: Selecting the Locked option when publishing your dashboard layout to ensure that all users have the same widgets without the ability to customize them. The locked option does NOT let users add, remove, resize, reorder widgets, or change the layout.

    3. Notification Setting: Click the toggle bar to send a notification to all network users about the dashboard update. The system displays "[Username] has updated your dashboard." Username refers to the network admin who updated the dashboard.

    4. Click the Publish button to save all the dashboard configurations.

Adding widgets to the dashboard page

All widgets display the user-specific content in the Dashboard for each user on the User Portal.

Publishing dashboard changes sends a notification to all network users and NOT guest users.

Dashboard page preview on User Portal

Removing Widgets from the Dashboard

To remove the added widgets from the Dashboard page:

Removing a widget from the dashboard page
  1. In the Dashboard preview area, hover over More Options () icon for the widget you want to remove, for example, Upcoming Holidays to open the pop-up and then click the Remove () option to remove the widget.

  2. Click the Publish Changes Only button.

To see how these configurations impact the Dashboard on the User Portal, see Dashboard in the User Portal Guide.

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