MSPbots widgets like the Progress Tracker widget help you to quickly view critical data and highlight action items at a glance. Progress Tracker is helpful in monitoring processes or services in a workflow. This article shows the procedure for creating a progress tracker widget, which you can further customize according to your business needs.
Watch this video or follow the procedure below to create a progress tracker widget.
To create a progress tracker widget
- On the MSPbots menu, navigate to Widgets.
- On the Widgets tab, click New Widget.
- When the New Widget window appears, select the Progress Tracker widget type.
- When the Widget Builder window opens, provide the following:
- Name - Give the widget a name.
- Description - Provide a short description.
- Role - Select User or Admin.
- Click the Apply button.
- Go to Dataset and click the + button. This will open the Add New Layer window.
- Click New Layer on the Add New Layer window. This step opens the Dataset window.
- Do the following on the Dataset window:
- Select a dataset to use.
- Give the data source a name.
- Add columns by selecting an option from the Column Name dropdown list and assigning an Alias and Business Type for each. Click the icon to add more rows.
- Add values for the Filter and Measure.
- Click the Save button.
- Click Apply to show a preview of the progress tracker widget that you created.
- Next, go to Config and set the following:
- Measure - Select the measure value that the progress tracker will show.
- Suffix - Input a corresponding label or footer title for the resulting data.
- Minimum - Set the minimum value of the tracker.
- Maximum - Set the minimum value of the tracker.
- Step 1 - Select the desired color for Step 1. This is the minimum range for the progress tracker.
- Step 2 - Select the desired color for Step 2. This is the middle range for the progress tracker.
- Step 3 - Select the desired color for Step 3. This is the maximum range for the progress tracker.
- Lastly, click Apply on the widget to show a preview.