Create a pie representing every task in the location. Then group the pie into sections that show the percentage of tasks assigned to each person.
Or, visualize the same data as a donut chart, with the total tasks in the middle of the chart.
You can use Chart drill-down view to see more detail.
What you'll need
- Line Chart, Bar Chart, Pie Chart, Battery Chart, and Calculation cards are available on the Business Plan and above.
- Guests can be invited to specific Dashboards with view only permissions.
Add or edit a Pie Chart card
The options chosen when creating the card determine the data reported and how it displays on your Pie Chart card.
The data displayed on cards depends on the locations you select and the availability and use of features.
To add a Pie Chart card:
- Create a new or open an existing Dashboard.
- In the upper right corner, click + Add card.
- From the left sidebar, select Custom.
- Click the Pie chart card to add it to your Dashboard.
- In the upper right corner of the card, click the settings icon to edit card settings.
Pie Chart card settings
Configure or edit the following settings:
| Card setting | Description |
| Name | You can name your card or rename it later. |
| Location | Choose which Space, Folder, or List data to include in the Dashboard. You can also select all locations. |
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Group by (Required) This is how the chart is organized. For example, if you choose Status each pie slice represents a status. |
Status: Include only tasks set with a certain status. Use if you have multiple custom statuses set up for each status type. Dates: Learn more about using Date Fields. Status type: Include only tasks set with one or more of the four status types. Task type: Include only a specific custom task type. Milestones, for example. Tag: Select one or more task tags. Assignee: Select one or more assignees with tasks in the locations. Priority: Select one or more task Priorities. Custom Fields: Select a Custom Field. Dropdowns, for example. |
|
Value This data point determines how the data is visualized. For example, if you group by Assignee each pie slice represents an assignee. If you also choose Tasks as the value, the slice size represents the percentage of tasks each person is assigned. |
Visualize the data using one of these values: |
| Show tasks with no field set |
Show tasks that do not have the chosen value field set. For example, you choose Assignees as the value. When this setting is enabled tasks with and without assignees will display. |
| Include subtasks |
Include subtasks. |
| Include archived |
Include archived tasks. |
| Include closed |
Include closed tasks. |
| Include Tasks in Multiple Lists |
The Tasks in Multiple Lists ClickApp must be enabled and used in the chosen locations. |
| Include Subtasks in Multiple Lists |
The Subtasks in Multiple Lists ClickApp must be enabled and used in the chosen locations. |
| Filter |
Use filters to refine the data included in your chart |
| Display labels as percent | Display each slice's percent of the whole pie. |
| Display as donut chart |
Donut charts display data like pie charts except the total value is shown in the middle. |
Pie Chart and Donut Chart options
Your Dashboard must be in Edit mode to see all options. To enable edit mode:
- In the upper-left corner of the Dashboard, click the toggle to enable Edit mode.
- Hover over the card's upper-right corner to see the following options:
| Card setting | Description |
|
Refreshed |
The time since the last refresh displays. Hover over the label to display the exact refresh date and time. |
|
Refresh card |
Refresh the card's data immediately. |
|
View in full screen |
View the card in full screen. |
| Filters | Filter the tasks shown on your card. |
| Settings | Open to edit the card settings. |
| Ellipsis ... menu |
Click to display the following options:
|
Drill-down view in Pie and Donut Charts
Open Drill-down view to display a List view of the tasks this data was pulled from.