Dashboard: Text widget

🎯 Overview

A Text Widget is used to manually add information to a dashboard. Unlike data widgets, which pull metrics from integrations, text widgets rely entirely on user input. They are useful for annotations, explanations, notes, static values, or embedded external content.

Click Add Text Widget from the right-side menu.
Select the widget type: Plain, Upload, or Historic.
Configure the second step depending on type.
Finalize with the last step (title, size, format).

Plain

Enter text directly into the field.
Supports Markdown, HTML, and embedded iframe content.
Example use: Notes, annotations, static KPIs, embedding charts or external widgets.

Upload

Enter text in the field and upload one file (image or CSV).
If image: Markdown code is automatically applied inside the text field, allowing text above or below the image.
If CSV: Content is rendered as a table below whatever text is added in the field.
Example use: Combine text with an image (logo, chart) or attach a CSV to show tabular data alongside notes.

Historic

Enter text, upload file (image or CSV), and set a date range. Multiple groups can be created.
Each group has its own text + optional file.
Groups are only visible if their input date range overlaps with the dashboard’s active date range.
Supports Markdown, HTML, iframe, and same upload rules as Upload type.
Example use: Track monthly notes, attach CSVs for specific periods, or show images tied to a date range.

⚙️ Last Step (Same for All Types)

Widget title — name the widget (e.g., Client Notes).
Widget size — choose from multiple grid sizes (1x1, 2x1, 3x1, etc.).
Widget format — select display style (see below).
Rows limit — set maximum rows for text display (0 = no limit).
Submit — finalize and add the widget to the dashboard.

Regular Card

Standard widget layout. Content is displayed normally inside its block.
Example use: Default choice for most widgets.

Centered Content Card

Scales up the widget’s content and centers it inside its block.
Example use: Highlighting a KPI or single value prominently.

Auto Height Card

If the widget spans the entire dashboard width or sits next to another auto height widget, content collapses to minimum height.
If no body content exists, only the widget title is rendered.
Can be used as a separator between widgets.
Example use: Creating visual separation, or minimizing space for widgets with little/no content.

📝 Example Use Cases

Plain — Add campaign notes, embed an iframe chart, or format text with Markdown.
Upload — Add explanatory text and upload a CSV to render a table, or insert an image with text above/below.
Historic — Create multiple groups of notes/files tied to different date ranges, visible only when overlapping with the dashboard’s active date range.
Widget Format — Use Auto Height Card as a separator, or Centered Content Card to emphasize a KPI.

⚠️ Key Notes

Text widgets do not connect to integrations — all content is entered manually or uploaded.
Best used for contextual information, static references, or embedded external content alongside data widgets.
Once added, text widgets can be resized, moved, or edited like any other widget.