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Table cards allow you to bring in specific areas of your Workspace to your Dashboard.

Widgets were renamed to cards on March 9th, 2023.

What you'll need

• Unlimited use of Dashboards is available on the Unlimited Plan and above.
• Guests can be invited to specific Dashboards with view-only permissions.

Available Cards

• Task List

• Completed Report

• Worked On

• Workspace Points

• Who's Behind

• Activity View

How Table Cards Work

Task List

Create a List view in your Dashboard using tasks from any location.

Completed Report

This report shows tasks completed by each person.

• A task completed is counted towards the person if that user(s) is assigned to the task at the time it was closed

• Lead Time (click on each person to view): This shows the time it took for the task to be completed since the task was created

Worked On

This is the best place to dive in and take a look at the tasks each person has been active in. 

The following task activity will be reported on the Worked On card: 

• New comments
• Status changes 
• Custom Field changes 
• Task description changes
• Tracked time 
• Assignee changes 
• Watcher changes

Workspace Points

See who's communicating efficiently, checking their tasks, and providing the most output in any area of your Workspace.

• Comments Added: Number of comments added to tasks that fit your filters

• Resolved: The number of resolved comments

• Completed: Closed tasks or subtasks that were assigned to the user

• Worked on: Number of tasks or subtasks that a user has logged any activity in

• Totals: The numbers from each column added together

Who's Behind

See who's behind on notifications and overdue tasks in any area of your Workspace.

• It's an excellent way to hold your colleagues accountable for clearing their notifications and completing overdue tasks

• Note that total uncleared notifications and total overdue tasks are representative of a current state so there is no need or option to filter based on time period

Activity View

Simplify activity streams across your Workspace for an overview of the specific information you want to see.

How to Build a Table Card

1. Select the Location: Select one or multiple Spaces, Folders, or Lists within your Workspace

2. Set the Time Range: View all tags used within this year, month, week or a custom time frame. Choose if you want to view changes by days, weeks, or months.

   The Time range option is only available on the Completed Report, Worked On, and Workspace Points cards.

3. Set the Subtasks: Toggle subtasks to be included or excluded from the chart

4. Include Archived: Toggle archived tasks to be included or excluded

5. Show Breadcrumbs: Toggle breadcrumbs to display on the tasks listed

6. Show Subtask Parent Names: Toggle on to display task names when clicking into individual numbers

   This option is only available on the Completed Report and Worked On cards.

7. Add a Filter: Add additional filters to further adjust the scope of your card

Note: You can search for Custom Fields to add them to your Dashboard card.

Card options

Once your card is created, you can hover over it to display several options in the upper-right corner.

Your Dashboard must be in Edit mode to see all options.

Options include:

Aktualisiert 14. Juni 2023 21:21