Dashboard view

Dashboard view puts your Dashboards right next to your work. Use Dashboard view to ensure your team can easily find the data they need.  

Dashboard views can currently be added to Lists and Sprint Lists. They are coming soon to Spaces and Folders.

 

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

 

Dashboard view

Create a Dashboard view from scratch. Or select a Dashboard template for task tracking, team collaboration, time-tracking metrics, project management, client collaboration, or Sprint planning. 

Dashboard templates contain pre-set cards so the view is ready in seconds. The cards do have options that can be customized, for example, time range, including subtasks, or applying filters.

Dashboard views

Think of Dashboard view like List view. A List view shows all of the tasks in that List. A Dashboard view shows the task data from the List where it's created. The particular data and the way it displays depends on how the Dashboard and its cards are set up. 

Dashboard views can currently only be created in a List or Sprint List. When a Dashboard view is in a duplicated List or a List created from a template, the Dashboard view is not duplicated. 
Adding a Dashboard view to Spaces, Folders, duplicated Lists, and Lists created from templates is coming soon. 

Create a Dashboard view

Create a Dashboard custom Dashboard view or use Dashboard templates.

To create a Dashboard view:

  1. From the Sidebar, select a List or a Sprint. The Dashboard's location is automatically set to this List or Sprint and cannot be changed.
  2. In the Views Bar, click + View
  3. Select Dashboard
  4. From the Create a Dashboard modal, create a Dashboard using a template or start from scratch. 

Share a Dashboard view

You can share a Dashboard view with anyone in your Workspace. Currently, you cannot publicly share a Dashboard view. To share with someone who's not a part of your Workspace, you'll need to invite them to your Workspace by sharing the whole List.  

You can share a Dashboard from the view or from Dashboards Hub. 

To share a Dashboard view from the view:

  1. From the open view click Share in the upper-right corner.
  2. At the bottom of the Share this List modal, click Share this view.IntroToDashboardViewShareThisView.png
    • From the Share this view modal, select from the share and permissions options. 

To share from the Dashboards Hub:

  1. In Dashboards Hub, click the view's name. Or to the far-right of the view's name, click the ellipsis... menu. 
  2. Select Share & Permission.
  3. From the Share this view modal, select from the following options:
    • Private link: Copy the link to share with anyone who has permissions to see this List.
      You can only set View only or Edit permissions on a Dashboard view. On a List view, there are two other permissions.
    • Permissions: Click to change a person or Team's permission.
      By default, everyone who can see the List can see the Dashboard view.
      To set permissions:
      • Click Permissions.
        You can click Edit all to change everyone's permissions. Or you can change people's permissions one at a time. 
      • Protect view: Protect the view from accidental changes.
      • Private view: Make the view visible only to you.

Save Dashboard view as a PDF

If you need to share a Dashboard view without inviting someone to your Workspace, save the view as a PDF.

To save Dashboard view as a PDF:

  1. In the Views Bar, click the Dashboard view's name.
  2. In the View Options modal, select More Settings
  3. In the More Settings modal, click Save as PDF.

Protect and unprotect a Dashboard view

A Dashboard view is unprotected by default. Protect a Dashboard view to prevent settings from being edited.

You must have Edit permissions to protect and unprotect a Dashboard view. 

To protect a Dashboard view: 

  1. From an open Dashboard view below the Views Bar, click Protect view
  2. In the Protect view modal, click Protect layout. You can also:
    • Add a message to people who have permission to unprotect this view. 
    • Click Manage permissions to give or remove Edit permissions.
      IntroToDashboardViewProtectAView.png

Filter a Dashboard view

Use Dashboard filters and card filters to organize your Dashboard view. For a more granular view use mixed filters.

Dashboard views settings

Dashboard view combines the best features of List view and Dashboards. 

Use the Dashboard view location header to do things like favorite, pin, and make this a default view for everyone. 

In the Views Bar, click the Dashboard view name to duplicate and move the view to another List. Dashboard views are coming soon to Spaces and Folders.

You can also use Dashboards Hub to manage your Dashboard views in one central location alongside your other Dashboards. 

Drill-down in Dashboard view

Drill-down view provides more granular detail. You can drill down into Pie, Bar, Battery, Line, Calculation, Total time in Status, and Task List cards. 

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