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:
- Create a new or open an existing Dashboard.
- In the upper right corner, click + Add card.
- From the left sidebar, select Custom.
- Click Calculation card.
- Configure your card settings.
- 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:
|
Calculation |
Display the calculation as one of the following mathematical functions:
|
|
Units |
Display the function in one of the following units of measure:
|
|
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. |