1. Click on the blue 'Add Widget' button. 

2. A menu will appear with the various widget options. Select 'Basic Widget' from the list.

Using the form fields, fill in the data that you would like to display by choosing the installation, module, and sensor channel that you would like to display. You can choose which category section into which you'd like to place the widget and also edit the label of the widget if you want it different than the default label. Click 'Thresholds' to set ranges and thresholds for display purposes and notifications.

3. Click on the 'Add Channel' button to add another channel of data to be displayed in that widget. 

4. Click 'Save'.

Note: you can't add a widget if the team you belong to doesn't have permission to do so.

1. Hover over the widget you want to edit.

2. Click 'edit' to edit the widget information.

Note: you can't edit a widget if the team you belong to doesn't have permission to do so.

1. Hover over widget widget you want to move.

2. Click and hold the 'move' icon to drag the widget to your desired placement. You can move it to a new location within the category it is currently located.

When you move widgets your new widget placement is saved uniquely for all devices with similar screen sizes, as determined by the number of columns displayed on the device. For example, if you load a Dashboard on your mobile device with a screen width that displays one widget wide, you will see the same Dashboard layout on all other devices that also have a one widget wide screen width.

1. Hover over widget you want to remove.

2. Click 'Remove' to delete the selected widget.

3. Confirm widget removal by clicking 'remove'.

Note: you can't remove a widget if the team you belong to doesn't have permission to do so.

If you’d like, you can set warning limits and critical warning limits. Setting a lower warning limit will cause a warning to be issued if the value of that channel falls below the value. Setting an upper warning limit will cause a warning to be issued if that value of that channel rises above the value.

1. You can set thresholds when you are adding a new widget or editing an existing widget.

2. When your widget editor menu is open, go to the channel that you wish to create thresholds for. 

3. Select ' Thresholds' (See Thresholds to learn how use the advanced Thresholds).

4. Fill in the desired warning limits and critical warning limits for the specific channel.

5. You can set both upper and lower warning limits for when values go below or exceed your specific threshold levels.
6. Widgets will turn yellow in the dashboard if the warning limits are reached; widgets will turn red if the critical warning limits are reached.
7. Thresholds are also used to create notifications, which you can learn more about here.

Basic Widget: A basic widget is a grouping of one or more pieces of data, whether that is sensor data or virtual data (learn more about Virtual Channels here). A single widgets is made up of one or multiple channels.

The image below illustrates a widget that is made up of three channels.

Channel:
Channels are the pieces of data (sensor or virtual data) that make up a basic widget. The basic widget below contains three channels. 

This dashboard has a total of seven basic widgets, but only four of the basic widgets comprise multiple channels.

1. Click 'edit' beneath the widget from which you would like to remove a channel.

2. Clicking on the trash icon to the right of the channel will remove that channel from the widget. 

If you remove all of the channels within that widget, the entire widget will be deleted from your dashboard.

Note: you can't remove a channel if the team you belong to doesn't have permission to do so.

When looking at your dashboard, you may notice that some widgets, that are usually green, appear yellow or even red.

When you add widgets and channels, you have the option to 'Set Thresholds'. Here, you can set warning limits and critical warning limits so that when data reaches these limits, a warning will be issued that a determined event has occurred.

Limits:

1. You can set warning limits for when data exceeds a determined level and for when data dips below another determined level.

2. You have two limit options: warning limits and critical warning limits. Warning limits can be used as a soft warning. For example, a room is warming and has reached 80˚ F, but it is not hot enough to have someone take a look at the HVAC.

Critical warning limits are used as a way to see when something needs immediate inspection. Using the same example, if a room has surpassed the 75˚ temperature and is now 90˚ F. 

Here is where you can set these warning and critical warning levels.

Green (Data is Within Range): The data is within the defined limits (or the limits have not been set).

Yellow (Data Exceeds Warning Limits): The data is above the upper warning limit, or below the lower warning limit.

Red (Data Exceeds Critical Warning Limits): The data is above the upper critical warning limit, or below the lower critical warning limit.

Here you can see a widget that is multiple colors, illustrating that various channels have exceeded warning and critical warning limits. An up arrow will indicate that the upper limits of a threshold have been reached and a down arrow will indicate when the lower limits of a threshold have been reached.