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Reordering and Pinning

Three abilities in the widget system look similar but do different things. This page covers two of them — reorder and pin a control — and points out where to read about the third.

  • Reorder — change which widget sits where on the page (this page).
  • Pin a control — keep a setting inside a widget across sessions (this page).
  • Resize — change a widget's width to one of five sizes. Lives on Widget Settings Panel.
Drag once and you're done

Drag a widget to a new spot and the new order saves itself. There's no save button.

Reorder by mouse​

Each widget card has a small grip handle in the top-left of its header — six little dots arranged in two columns. That's the drag handle.

To reorder:

  1. Click and hold the grip handle on the card you want to move.
  2. Drag the card across the grid.
  3. Release on the new spot.

Neighbor cards shift to make room. The card you're dragging fades out as it moves, so the destination is easy to see.

Reorder by keyboard​

The grip handle works as a keyboard target too.

  1. Tab until the grip handle has focus. A brand-blue ring appears around it. Its accessibility label reads "Drag Widget Name."
  2. Press Space to pick the widget up.
  3. Use the arrow keys to move it.
  4. Press Space again to drop it.

Press Esc to cancel mid-move and put the widget back where it started.

Keyboard summary

Tab to the grip. Space to grab. Arrow keys to move. Space again to drop. Esc to cancel.

Same row or different row​

You can drag horizontally to swap two widgets sitting side by side, or vertically to move a widget into a different row. The grid figures out the layout based on each card's width — it doesn't lock you to a fixed column count.

The new order saves automatically​

As soon as you let go of the mouse (or press Space the second time), your new order is recorded and follows you across sessions and devices. Other PMs are not affected.

Reorder is per-page​

Rearranging the widgets on All Jobs leaves the order on Analytics alone — even if the same widget appears on both pages.

Reorder is per-page; width is per-widget

This is the most-confused pairing in the widget system. Reorder is stored per page (your All Jobs order is independent of your Analytics order). Width and per-widget collapse, by contrast, follow the widget itself across every page where it appears. See Widget Settings Panel for width, and Showing and Hiding for the show/hide rules.

Pinning a widget control​

Some widgets have their own small selector inside the widget body — a checkbox, a toggle, a dropdown, a Top-N picker. By default, anything you change in those controls is temporary: change it, navigate away, come back, and the control resets to its default.

If you want the change to stick, click the Pin icon next to the control. The icon switches from outline to filled to show that the selection is now pinned. From then on, your selection survives sign-outs and reloads.

Examples of widgets that expose a pinnable control:

  • Cost Waterfall — a "Hide Pump" checkbox.
  • Pipeline Funnel — a $-or-Count toggle.
  • Cost Code Treemap — a category dropdown.
  • Vendor Pareto — a category filter and a Top-N selector (each pins independently — see below).
  • Crew Size Timeline — a "Stack by team" option.
  • Weather Impact — a metric selector.

For the full list of which widgets expose which controls, see the Widget Catalog.

One pin per control, not per widget​

A few widgets have more than one control. Each control gets its own Pin icon, and each pin is independent. Pinning the category filter on the Vendor Pareto does not pin its Top-N selector; you'd click the Pin icon beside Top-N too if you want both to stick.

Unpin to go back to ephemeral​

Click the Pin icon a second time and it returns to outlined. From then on, the control reverts to the widget's default the next time you load the page.

Pinned controls follow the widget​

A pinned setting travels with the widget

Like width and per-widget collapse, a pinned control value lives with the widget itself, not with the page. If a widget appears on more than one surface, the pin you set on Job Detail's Cost Waterfall would carry to any other surface that hosts the same widget. (Today most widgets that have pinnable controls live on a single surface, so in practice you'll usually see the same widget in only one place — but the rule is worth knowing if your layout grows.)

Pinning only applies where it's offered​

Most widgets are "pure" displays of their data — they don't have any local control to pin, so they don't show a Pin icon. That's correct, not a bug. If you don't see a Pin icon on a widget, that widget doesn't have a pinnable setting.

Reordering doesn't show or hide widgets​

A widget that's switched off in the customize panel doesn't appear in the grid at all — you can't drag it in until you turn it on. Use the Widget Settings Panel to switch widgets on first; then come back here to drag them where you want them.

The grip handle is on the widget card, not on the section header at the top of the page. Clicking the section header folds the entire row of widgets — see collapsing widget sections.

On a touch device​

Drag-to-reorder works on phones and tablets, but the grip handle is small. Long-press the grip until the card "lifts" (you'll see a slight visual change), then move your finger to the new spot. If the touch target proves fiddly, the keyboard method works with an external Bluetooth keyboard too.