Assignee cards

Assignee cards show you how many tasks each person or Team is working on, as well as tasks that might've been forgotten.

For more granular customization options, check out the Custom cards available on the Business Plan and above.

What you'll need

Assignee card types

The following Assignee cards are available:
  • Tasks by Assignee
  • Total Unassigned Tasks
  • Total Assigned (Not Completed) Tasks

Tasks by Assignee

View the total number of tasks assigned to each person in a selected location. You can see this data in a pie, battery, or bar chart.
Screenshot of a Tasks by Assignee card.

Deactivated assignees may still display in Assignee cards. Deactivated assignees are not automatically unassigned from tasks.

Total Unassigned Tasks

See how many tasks are unassigned in a specific location.
Screenshot of a Total Unassigned Tasks card.

Total Assigned (Not Completed) Tasks

See how many tasks have been assigned but not completed in a specific location.

Create an Assignee card

You can create Assignee cards for new or existing Dashboards:
  1. Open a Dashboard.
  2. In the upper-right corner, click + Add card.
  3. In the left sidebar, click Assignees.
  4. Choose a card type.
  5. Customize your card.
  6. In the lower-right corner, click Add card.

Customization options

There are different customization options depending on what card type you use.The following options are available for all Assignee cards:
Customization option Description
Location Choose which Spaces, Folders, and Lists to include.
Include subtasks Choose to include subtasks.
Include archived Choose to include archived tasks.
Include Tasks in Multiple Lists Choose to include Tasks in Multiple Lists.

Subtasks of tasks from multiple Lists must be manually added to the secondary List to be displayed in this card.

Include Subtasks in Multiple Lists Choose to include Subtasks in Multiple Lists.
Include closed Choose to include closed tasks.
Task Filter
Add additional filters to adjust what your card displays.
  • Tip: Learn how time-based cards are affected by filters here.

Card options

Once your card is created, you can hover over it to reveal several options in the upper-right corner.

Your Dashboard must be in Edit mode to see all options.

Options include:

Assignee card type Card options
Tasks by Assignee (Pie Chart)
  • Refresh card
  • Settings
  • Filters
  • View in full screen
  • Ellipsis ... menu, with options to:
    • Duplicate
    • Show legend
    • Export as PDF, PNG, JPEG, SVG, or CSV
    • Delete card
Tasks by Assignee (Battery Chart)
  • Refresh card
  • Settings
  • Filters
  • Sorting, with the following options:
    • Alphabetical, Values, or Manual
  • View in full screen
  • Ellipsis ... menu, with options to:
    • Duplicate
    • Show legend
    • Export as PDF, PNG, JPEG, SVG, or CSV
    • Delete card
Tasks by Assignee (Bar Chart)
  • Refresh card
  • Settings
  • Filters
  • Sorting, with the following options:
    • Alphabetical, Values, or Manual
  • View in full screen
  • Ellipsis ... menu, with options to:
    • Duplicate
    • Show legend
    • Export as PDF, PNG, JPEG, SVG, or CSV
    • Delete card
Total Unassigned Tasks
  • Refresh card
  • Settings
  • View in full screen
  • Ellipsis ... menu, with options to:
    • Duplicate 
    • Delete card
Total Assigned (Not Completed) Tasks
  • Refresh card
  • Settings
  • View in full screen
  • Ellipsis ... menu, with options to:
    • Duplicate 
    • Delete card

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