Drill-down into certain Dashboard cards to see more details.

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

What you'll need

• Chart drill-down view is available for the following Dashboard cards, which are only accessible on the Business Plan and above:
  • Pie Chart
  • Bar Chart
  • Battery Chart
  • Calculation
  • Total time in Status
  • Task List
• Everyone, including guests, can use Chart drill-down view.
  • Guests can only be invited to Dashboards with view only permissions.
  • Guests will only see cards on a Dashboard if they have access to the tasks, Lists, or Folders included in the card.

Drill-down into cards

1. Open a Dashboard with one or more cards that support drill down.
2. Click a column, slice, segment, or data point to open the drill-down view.

Open your Dashboard and click any Pie Chart, Bar Chart, Battery Chart, Total Time in Status, or Calculation card data segment to open Chart drill-down view.

To the left, you'll see a larger version of the chart. Click a data segment to see its tasks in detail.

To the right, you'll see a list of all tasks within the data segment you selected. Click any task to open it.

Column data cannot be edited from Chart drill-down view.

Next to each task, you'll see tags, the number of subtasks, the number of checklists, and blocking or waiting on indicators. Columns to the right display each task's assignees, due date, and status.

Historical data in Bar Chart drill-down views

When you drill down into a Bar Chart card with an X axis of Time, including the Total time in Status card, only current task names are displayed.

The Total Time in Status ClickApp must be enabled by Workspace owner or admin before you can use the Total time in Status Dashboard card.

Unlike the other Drill-down views, no other columns are displayed.

For example, if a task was named Task A for the past few months and renamed to Task B today, you'll see it listed as task B in custom Bar Chart or Total Time in Status card's drill-down view.

Add a column

You can customize your Chart drill-down view by adding columns to it.

To add a column:

1. Click a data segment in a card with Chart drill-down view.
2. In the upper-right corner, click the + icon.
   
3. Select a field to add it as a column.

Resize Chart drill-down view

Click and drag the middle divider to resize the two sections of the Chart drill-down view.

Updated September 19, 2023 14:38