You can edit the preferences of a viewlet to control its
content, scope and appearance.
About this task
When you add a viewlet to the dashboard, it is has a set
of default settings and characteristics. You can perform the following
procedures to modify the viewlet's properties.
- Customizing the viewlet preferences
Most
viewlets in the dashboard can be configured using preferences. The
actual preferences are viewlet-dependent.
- To open preferences for editing, select Edit
Settings from viewlet menu.
- Once the preferences have been set, select Save button
to store them and return to the normal state.
The effect of the change is immediately visible.
- Editing the content of a viewlet
Some
viewlets allow you to directly edit the content (for example, Bookmarks
or HTML). If the content of a viewlet is editable, the Edit
Contents icon
appears in
the viewlet title bar.
- To directly edit the content, select Edit
Contents from the viewlet menu or click the Edit
Contents icon
in the viewlet
title bar. The actual editing steps depend on the way the
viewlet has been designed. For example, HTML viewlet allows you to
directly edit HTML markup.
- When you are done changing the content, select the Save button
at the bottom of the viewlet to store the content and return to the
normal state.
The effect of the change is immediately visible.
- Changing the appearance of a viewlet
You
can change the following aspects of a viewlet:
- the title;
- the viewlet color trim; and
- the matching background color.
To change these parameters:
- Select Edit Settings from the
viewlet menu
- Click the Appearance tab. Color trims allow you to color-coordinate viewlets based on
the content they show and on the intent of your dashboard. Note that
the last choice in the list is no trim which
is particularly useful for the HTML viewlets where free-form HTML
can be used in various creative ways.
- Changing the scope of a viewlet
Some
viewlets are sensitive to the context in which they appear (scope).
For example, "Iteration Plans" viewlet shows different content when
appearing in the project dashboard than in the team dashboard. Scope
setting is automatically computed based on the dashboard but can be
overridden in the Scope tab.
- To change this setting, select Edit Settings.
- Click the Preferences tab. Note that only viewlets sensitive to the scope have this preference
displayed.
- Click the Edit button next to
the scope field to open the Select Scope window.
- Select Project and Team Areas or Users.
- If you select Project and Team Areas, then
select a project or team area from the populated list.
- If you select Users, then search for a
user by entering characters in the filter field or by clicking Show
All. Only the first 250 matching user names are displayed in the Matching
users box, so you may need to enter multiple characters
in the filter field before that user name that you want appears in
the Matching users box.
- Click OK to set the scope, then
save the new settings.