How to Add and Remove Dashboard Widgets

OVERVIEW

Your Humanitru Dashboard is fully customizable. You can add up to six different types of data widgets to each of the two columns, arrange them to match your workflow, and remove any widget that is no longer useful. Widgets are personal — adding or removing one only affects your own dashboard view, not anyone else’s on your team (unless you use the Share feature to push a widget to a colleague’s dashboard).

This guide walks you through how to add a new widget, choose its type, and remove a widget when you no longer need it.

WHEN TO USE THIS GUIDE

Use this guide when you want to:

- Add a new widget to your Dashboard for the first time

- Replace a widget that is no longer relevant with a different widget type

- Clean up your Dashboard by removing widgets you no longer need

- Help a colleague set up their own Dashboard view

STEP-BY-STEP INSTRUCTIONSPart A: Navigate to Your Dashboard

Step 1. Log in to Humanitru. The Dashboard is the first screen you see after logging in.

Step 2. If you have navigated away, click the Dashboard icon (the circular icon at the top of the dark green left navigation bar) to return to your Dashboard.

Part B: Add a Widget to Your Dashboard

The Dashboard is organized into two columns. At the very top of each column, you will see a gray “+ ADD DASHBOARD WIDGET” button. You can add widgets to either column.

Step 3. Decide which column you want to add a new widget to — left or right.

Step 4. Click the “+ ADD DASHBOARD WIDGET” button at the top of that column. A dropdown menu appears immediately below the button with six widget type options:

List Widget — Displays a filterable list of constituent actions (e.g., all recent donations, all overdue follow-up tasks).

Chart Widget — Displays a line or bar chart of donation trends over a selected time span.

Stats Widget — Shows the “At a Glance” summary panel with six high-level fundraising metrics.

Entity Widget — Displays a filtered snapshot of activities associated with a specific entity such as a campaign, tag group, or contact preference.

Notes Widget — A free-text notepad for leaving reminders or communicating with team members you share the widget with.

Reports Widget — Embeds a pre-built report from the Donor Insights module directly on your Dashboard.

Click ‘+ ADD DASHBOARD WIDGET’ to choose from six widget types. The dropdown appears directly below the button at the top of each column.

Step 5. Click the widget type you want to add. The widget will be added to the bottom of the selected column immediately, ready for you to configure.

Part C: Remove a Widget from Your Dashboard

Each widget on your Dashboard displays two action icons when you hover your mouse over it. The Trash icon in the upper-right corner of the widget removes the widget from your Dashboard. Removing a widget does not delete any data — it only removes it from your personal view.

Step 6. Hover your mouse over the widget you want to remove. Two icons will appear: a Share icon in the upper-left corner and a Trash icon in the upper-right corner.

When you hover your mouse over any widget, two action icons appear: the Share icon (upper-left) to push the widget to a team member’s Dashboard, and the Trash icon (upper-right) to remove it from your view.

Step 7. Click the Trash icon (upper-right corner). The widget is immediately removed from your Dashboard.

Step 8. If you change your mind, you can re-add the widget at any time by clicking “+ ADD DASHBOARD WIDGET” and selecting the same widget type. Note that any configuration you had previously set (such as filters or time spans) will need to be re-applied — those settings are not retained when a widget is removed.

Part D: Share a Widget with a Team Member

The Share icon (upper-left corner of each widget, visible on hover) lets you push a copy of a widget — including its current configuration — to another staff member’s Dashboard. This is especially useful for the Notes Widget to enable shared team reminders.

Step 9. Hover your mouse over the widget you want to share. The Share icon will appear in the upper-left corner of the widget header.

Step 10. Click the Share icon. A dialog will appear with a list of staff members.

Clicking the Share icon on a widget opens a dialog where you can select a staff member from the dropdown and click ‘Pin’ to add the widget to their Dashboard.

Step 11. Select the staff member you want to share the widget with. The widget will immediately be added to their Dashboard. They can keep, configure, or remove it independently — changes they make will not affect your copy of the widget.

PRO TIPS / COMMON MISTAKES

Pro Tip — Customize your Dashboard for your role. Development Directors benefit most from a Chart Widget (donation trends) and a Stats Widget (At a Glance summary). Executive Directors may want a Stats Widget and an Entity Widget filtered to a major campaign. Data Specialists often find a List Widget filtered by action type most useful for spotting import errors or recent activity.

Pro Tip — You can have multiple widgets of the same type on your Dashboard. For example, you could add two Chart Widgets — one set to “Donation Revenue” and another set to “Number of Donors” — to track different metrics side by side.

Pro Tip — Use the Notes Widget for team coordination. Add a Notes Widget and share it with your team so everyone sees the same reminders and updates directly on their Dashboard.

Common Mistake — Thinking “remove” deletes data. Removing a widget from your Dashboard does not delete any records, actions, or entities in Humanitru. It only hides that widget from your personal Dashboard view. You can always re-add it.

Common Mistake — Forgetting to reconfigure after re-adding. When you remove a widget and add it back later, it will appear in its default configuration. You will need to re-select any filters, time spans, or entity settings that you previously had applied.

Common Mistake — Expecting shared widgets to stay in sync. When you share a widget with a colleague, it is a one-time push. If you later change your copy of the widget’s settings, those changes will not automatically update on your colleague’s Dashboard. You would need to share it again.