Calculation cards

Calculate data, like profit and loss, actual versus estimated time, or cost of parts and labor. Display the info on Dashboards or Overviews to share calculated results with your clients or organization.

You can use Chart drill-down view to see more detail. 

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

Add a Calculation card

To add a Calculation card:

  1. Create a new or open an existing Dashboard.
  2. In the upper right corner, click + Add card
  3. From the left sidebar, select Custom.
  4. Click Calculation card.
  5. Configure your card settings.
  6. In the upper-right, click Add card.

Edit a calculation card

Hover over a card to:

  • Edit quick settings, including card filters.
  • Click the settings cog to edit card settings.

Calculation card settings

Choose the data and appearance of your calculation card.

The following table describes the available card settings:

Setting group Setting Description
Data Source Select locations Choose the Spaces, Folders, and Lists to include.
Include Subtasks Include subtasks from the selected locations.
Include Tasks in Multiple Lists Include tasks added to the selected locations.
Include Subtasks in Multiple Lists Include subtasks added to the selected locations.
Data Measure

Select the datapoint to use for the card.

Options include:

  • Custom Fields including Formulas
  • Sprint points
  • Task count
  • Time estimate
  • Time tracked
Calculation

Display the calculation as one of the following mathematical functions:

  • Sum
  • Count
  • Average
  • Median
  • Min
  • Max
  • Range
Units

Display the function in one of the following units of measure:

  • None
  • $
  • %
  • Custom
Position Display the unit of measure to the left, right, or below the number. 
Filters Show closed

Include closed tasks in your data.

Show archived

Include archived tasks.

Filter Apply filters to show tasks that currently meet the specified criteria.



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