Create a Dashboard

Create a visual representation of your work for your entire team. Dashboards provide a high-level look at your Workspace.

Create a Dashboard view to ensure your team can easily find the data they need. Use drill-down view into Dashboard cards to see granular details. 

 

Feature availability and limits vary by plan and user role. Learn more

 

Create a new Dashboard

New Dashboards are private to you. You can also share Dashboards with other people.

To create a new Dashboard:

  1. In your Sidebar, open Dashboards Hub.
  2. From Dashboards Hub, in the upper-right corner click New Dashboard.
    Screenshot of the New Dashboard button in the upper-right corner of the Dashboards Hub.
  3. Create a Dashboard from one of the following options:
    Dashboard Template Plan availability and template use
    Simple Dashboard
    • Manage and prioritize daily tasks.
    • Available on all plans
    Team Reporting
    • Encourage collaboration by viewing progress across your team.
    • Available on Business Plans and above.
    Time Tracking
    • See and report on time-tracking metrics.
    • Available on Business Plans and above.
    Project Management
    • Deep dive into detailed projects from a central place.
    • Available on Business Plans and above.
    Client Portal
    • Chat and collaborate with clients on tasks and projects.
    • Available on the Business Plan and above.
    • To provide real-time updates and collaborate directly with clients, invite your clients as guests and share this Dashboard.
    Sprint Reporting
    • Track Agile projects and get insights into your Sprints.
    • Only available on the Business Plan and above, and when the List you choose is a Sprint
    • This Dashboard view will be automatically created when a new Sprint is created. 
    Start from scratch
    • Choose any available cards to add to your Dashboard. 
    • Available cards vary by plan
    • Take a look at our article Intro to Dashboards for more info on Dashboards and Dashboard cards. 

    • Whether you start from scratch or use a template, you can add cards to customize your Dashboard.

Add a card to an existing Dashboard

Customizable cards are the building blocks of Dashboards. The customization and flexibility of cards allow Dashboards to be used for various reporting purposes across industries. 

To add a card to an existing Dashboard:

  1. In the upper-right corner of the Dashboard, click + Add card.
  2. Using the categories in the sidebar, select a pre-made card or create a custom card. 
    CreateADashboard.png

Edit a card

To edit a card, the Dashboard containing the card must be in edit mode.

To enable edit mode and edit a card:

  1. In the upper-left corner of a Dashboard, make sure Edit mode is enabled.
  2. In the upper-right corner of the card, click the cog icon to open the Edit card modal.
  3. Edit the card settings and click Save.

Card settings

Each card has different settings. Some settings require more explanation than others.

Make sure you have all the info before using the following settings:

Filters on time-based cards

Some cards display task data over time, while others act as a snapshot of the current moment.

Time-based cards display the historical data of tasks that currently meet your filter criteria.

For example, a task that is currently urgent priority may have been high priority last week, so you'll see both priority levels in the chart.

Time range

This setting includes two dropdowns that determine the period of time the chart reports on. 

This dropdown: Select a time range for the x-axis from the following options: 

ThisYearDropdownDashboardCardsOverview.png

  • This yearThis month, or This week: Select a time range of this year, month, or week.
  • Range: Select a custom range of dates. 

By dropdown: Select a time range for the y-axis data points from the following options: 

  • By days, by weeks, by months: Select to view y-axis data by day, week, or month for the time range selected in the This dropdown. 
    DashboardCardOverviewByDropdown.png

In the example below, the y-axis data is Tasks. The tasks are grouped by Status, which is represented by the different-colored lines. The x-axis is This year. When you hover over the data points on each line, you see how many tasks were in that priority on the first day of that month. 
RollingTimePeriodLineChartThisYearByMonths.png

In this example, at the end of the year, you would need to go to your settings and manually reselect the time range.

  • Select Choose rolling period... if you want the card to continue to report on the same relative time period between 1 and 365 days.

    ChooseRollingPeriod.png

For example, you set the rolling period to 5 days and by days. Then the chart continually displays the criteria chosen for the y-axis for the previous 5 days with each day as a data point.

Sample period

When Sample period is available on a card, it's used with Time range. 

For example, you create a Lead time card. This card displays the average amount of time it takes a task to be completed after it's created. You select a Time range of This week and by days and a sample period of Last 2 days. The Lead time chart will display all tasks created this week, by days. The data points will reflect the Lead time for all of the tasks as of today and yesterday.

Move and resize cards

You can arrange cards to organize your Dashboard for maximum impact and resize them to show more detail.

Move a card

Click and drag any card to move it. Other cards will adjust themselves automatically.

Resize a card

To resize a card:

  1. In edit mode, hover over the sides or corners of a card.
  2. When your cursor becomes a resize arrow, click and drag to resize the card. Other cards automatically adjust.

Refresh a card or a Dashboard

You can refresh individual cards or refresh your entire Dashboard.

To refresh a card:

Under the card name on the left, you'll see when the card was last refreshed.

  1. Hover over a card.
  2. In the upper-right corner, click the Refresh icon.

To refresh a Dashboard:

In the upper-right corner of the Dashboard, you'll see when the Dashboard was last refreshed.

  • In the upper-right corner, click the Refresh icon.

By default, Dashboards are set to refresh automatically. To turn this setting off:

  • In the upper-right corner, click Auto refresh.

Was this article helpful?