Manage IM Dashboard

Initiative Management (IM) Dashboard is the customizable front end of the Initiative Management module.

IM Dashboard

Initiatives Dashboard can contain:

  • Dashboard Tabs, which contain
    IM Dashboard Sept 8 2017 dashboard tabs
  • Widgets (also called Sections or Blocks), which contain
    IM Dashboard Sept 8 2017 section widget
  • Section (or Widget or Block) tabs, which contain
    IM Dashboard Sept 8 2017 widget tabs
  • Customizable HTML, CSS, and JS forming the widget content.

To manage dashboard tabs:

  1. Add a dashboard tab:
    1. Click + new.
      IM Dashboard tabs
  2. Rename a dashboard tab:
    1. Click to select the dashboard tab.
    2. Click the change tab name Blue pen tab button button.
      Change tab name
    3. Type the new tab name.
    4. Click Close.
  3. Delete a dashboard tab:
    1. Click to select the dashboard tab.
    2. Click the delete X button.
      Change tab name delete button
    3. Click Yes to confirm.

To manage widgets (sections):

  1. Add a widget:
    1. Click + Add new widget.
      IM Dashboard Sept 8 2017 add new widget
  2. Rename the widget:
    1. Click the pen-shaped settings Stryka Pencil button.
      IM Dashboard Sept 8 2017 rename button
    2. Type the Widget name.
    3. Click Close.
  3. Delete a widget:
    1. Click the delete X button.
      IM Dashboard Sept 8 2017 delete
    2. Click Yes to confirm.

To manage Section (Widget) tabs:

  1. Add a Section tab:
    1. Click the add + button:
      • When no tabs have been added, the add tab button is beside the settings buttons.
        Widget tab button when there are no tabs yet
      • When tabs have been added, the add tab button is next to the tabs.
        Widget tab button when there are tabs
  2. Rename a Section tab:
    1. Click to select the Section tab.
    2. Click the pen-shaped settings Stryka Pencil button.
      Widget tab button rename
    3. Type the tab name in Widget name.
    4. Click Close.
  3. Delete a Section tab:
    1. Click to select the Section tab.
    2. Click the delete X button.
      Widget tab button delete button
    3. Click Yes to confirm.

To manage widget content:

  1. Click to select the widget’s Section tab.
  2. Click the pen-shaped settings Stryka Pencil button.
    For help with creating widgets, contact Plutora Support.
  3. Type the HTML.
  4. Type the CSS.
  5. Type the JS.
  6. Select a Data Source.
  7. Click Close.

Weather widget

Add a weather widget.

Paste the following code into a new widget.

Data source should be Initiative Summary.

HTML

<div class="user-info-tooltip">
 <div class="user-info-wrapper">
 <div class="user-info-top">
 <div class="user-location"><span>Sydney, Australia</span></div>
 <div class="user-weather"><span class="icon-weather"></span><span class="degree"></span><span class="unit">℃</span></div>
 </div>
 </div>
</div>

CSS

None required.

JS

Replace “Sydney” in the code below with your city.

<script>
$(document).ready(function() {
 setTimeout(function () {
 _formBuilder.getWeatherInfo('Sydney');
 }, 500);
});
</script>

 


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