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.
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.
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.
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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