Dashboard use cases

Use Dashboards to create a visual representation of work for your team or clients.

The customization and flexibility of cards allow Dashboards to be used for various reporting purposes across industries. You can use filters on any individual card to only show the tasks you want to see.

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

What you'll need

  • Unlimited uses of Dashboards are available on the Unlimited Plan and above.
  • Some cards are only available on the Business Plan and above.
  • The Dashboards ClickApp is enabled in every Workspace by default, but a Workspace owner or admin may disable the ClickApp.
  • Guests can be invited to specific Dashboards with view-only permissions.

Project health Dashboard

Use a Dashboard to keep track of project health and profitability.

Screenshot of someone's Project health Dashboard.

Suggested cards

We recommend using the following cards for your project health Dashboard:

Card type Description
Portfolio

Use a Portfolio card to see the various stages of a project, whether it is on track or at risk, how many tasks are involved, and what tasks are overdue. You can also use this card to see the total time estimated, tracked, and remaining for all tasks.

Calculation Use Calculation cards to track budget and costs.
Status

Use a Status card to see how many tasks are overdue, in progress, completed, and more.

Workload by Status

Use a Workload by Status card to see how many tasks are in each status using a pie chart, bar chart, or battery chart. 

Chat

Use a Chat card to communicate with your team on all topics related to the Dashboard.

Client portal Dashboard

Use a Dashboard as a client portal. Screenshot of someone's Client portal Dashboard.

Suggested cards

We recommend using the following cards for your client portal Dashboard:

Card type Description
Text Block Use Text Block cards to add pictures, text, and tasks to your Dashboard. You can use these cards for meet the team or quick links sections.
Chat Use a Chat card to communicate with your clients.
Task List Use a Task List card to consolidate all tasks the client may be interested in seeing. Make sure all tasks in this List have been shared with your clients.
Priority Breakdown Use a Priority Breakdown card so clients can see how many tasks are in each priority using a pie, bar, or battery chart.

Executive overview Dashboard

Use a Dashboard for reporting across multiple segments of a business or project. This Dashboard allows your executive team and leadership to see a snapshot of overall health and effort across multiple projects or teams.

Screenshot of someone's Executive overview Dashboard.

Suggested cards

We recommend using the following cards for your executive overview Dashboard:

Card type Description
Text Block Use a Text Block card for your executive summary. Link out to important tasks, Docs, and more. 
Portfolio Use a Portfolio card to check project status and see overall progress. Customize columns to show only the information you need. Executives can use this card to keep track of inbound requests as well.
Chat Use a Chat card to ask questions regarding various projects and get answers in real time.
Task List Use a Task List card to keep track of pending requests or substantial risks. 
Status Over Time Use a Status Over Time card to view overall project progress.
Tasks by Assignee Use a Tasks by Assignee card to see how many tasks each person has assigned to them using a bar chart.
Calculation Use Calculation cards to keep track of active, delayed, overdue, and completed projects.
Workload by Status Use a Workload by Status card to see how many tasks are in each status using a pie chart, bar chart, or battery chart.

White label customization

Enterprise Workspaces can customize their Dashboards with a branded logo by enabling White Label.

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