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Widgets

Learn how to use widgets to provide your team with a clear snapshot of performance at a glance.

Micaela Abreu Caesar avatar
Written by Micaela Abreu Caesar
Updated over a week ago

How to Use Widgets in Mediatool

Widgets enable users to track progress across Targets, Planning and Results, providing a clear snapshot of performance at a glance.

Where are widgets displayed?

If there are any widgets, they will be displayed on the following pages:

  • Parent organization level (if one is available)

    • On the Media overview

    • On each subsidiary

  • Subsidiary level

    • On the Media overview

    • On the Plan level

โš ๏ธ If all subsidiaries control their own media types, the parent organization will not be able to create widgets for them.


Create and Modify a Widget

โš  Please note that admin access is required to create and edit widgets.

To create widgets, follow these steps:

  1. Access the Widget Editor: Navigate to the Media Overview.

    1. Click on the pen icon located in the top right of your screen, next to the pink contextual menu.

  2. Open the Widget Editor: Click on the "+" symbol that appears on the left side of the screen to open the widget editor.

  3. Choose Measures: Select 'measure 1' and 'measure 2' from the available options.

  4. Select Data Sets: Choose the appropriate data set for each measure to determine the source of the numbers within the platform.

  5. Configure Chart Display: Toggle 'with grain' in the top left corner to create a chart that displays the values over time.

  6. Finalize and Create Widget: Confirm and create your widget by selecting 'Create Widget'

๐Ÿ’ก When grain is selected, the grain displayed matches the date range selected in the main filter.

Edit widget

โš ๏ธ Editing, deleting, or changing the order of a widget will be reflected throughout the organization.

To edit a widget, follow these steps:

  1. Access Widget Options: Click on the three dots located in the top left corner of the widget.

  2. Two options will be displayed: 'Edit' and 'Delete' . Select 'Edit' to open the Widget editor.

  3. Make Changes: Modify the widget as needed within the editor.

  4. Update Widget: After making the necessary changes, click on 'Create widget' to update and save your modifications.

Change the order of widgets

Widgets can be moved by dragging and dropping to a new position


Hide and show widgets

Users can hide Widgets by selecting the arrow up ๐Ÿ”ผ to hide widgets and arrow down ๐Ÿ”ฝ to reopen them.


Delete widget

  1. Access Widget Options: Click on the three dots located in the top left corner of the widget.

  2. Two options will be displayed: 'Edit' and 'Delete' . Select 'Delete' and 'Confirm delete'.

Widget will be deleted.


Get Support

Have questions or need help? You can reach us directly via messenger on Mediatool.com or the contact support button located in the top right corner of the Mediatool App.

Learn More

Not a Mediatool user but interested in learning more? Book a demo with the Mediatool team today and start being more productive with your marketing.

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