Hover over a card to quickly refresh the card, apply filters, or update card settings.
Cards feature availability and limits vary by plan and user role. Learn more
Update card settings
From a Dashboard or overview:
- From a Dashboard, in the upper-left, click the toggle to enable Edit mode.
- Hover over a card and click the settings cog icon.
- Adjust the card settings.
- On cards which support drill down, click Data on the upper-right to see the tasks included on the card.
- You card will be instantly updated to reflect any changes you make.
Apply or update card filters
Set filters on individual cards to include tasks that meet specific criteria.
To apply or update card filters, from a Dashboard or overview:
- On Dashboards, click the toggle to enable Edit mode.
- Hover over a card and click the filter icon.
- Apply or update card filters.
You can also apply or update card filters from the card settings page. Options include:
- Show closed: Include closed tasks.
- Show archived: Include archived tasks.
- Card filters: Apply filters to show tasks that currently meet the specified criteria.
Quick card settings
Quick card settings are displayed when you hover over a card. On Dashboards, some quick card settings are only displayed when you're in Edit mode.
The quick card settings available vary by card.
Common quick card settings include:
| Card setting | Availability | Description |
| Refreshed | All cards | The time since the last refresh displays. Hover over the label to display the exact refresh date and time. |
| Refresh card | All cards | Refresh the card's data immediately. |
| View in full screen | All cards | View the card in full screen. |
| Filters | All cards except Text and Discussion cards. | Filter the tasks shown on your card. |
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Sort by |
The Bar Chart and Battery Chart variations of:
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Quickly sort your data on the x-axis with the following options:
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Options include:
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| Show History | Text cards | Display and revert to previously saved changes to the content of your Text card. |
| Watchers | Discussion cards | Choose who needs to be notified about the conversation happening on your Discussion card. |
| Settings | All cards | Edit the card settings. |
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Ellipsis ... menu |
All cards |
Click to display the following options on all cards:
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Show legend: Show the values in the x-axis below the bars. |
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Billable time: Include time entries set as billable or non-billable or both.
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Show estimate: Show or hide time estimates. |
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Cards that support exporting data |
Export: Select from file types PDF, PNG, JPEG, SVG, or CSV. |