Custom Widgets

  • Updated

Custom widgets are part of our Dashboards feature - giving you the ability to visualize how work is happening in your Workspace any way you want.

Available Widgets

Note: Your Workspace must be on the Unlimited Plan or higher to access the Portfolio, Text Block, and Chat widgets. All other custom widgets are available on the Business Plan or above.

How Custom Widgets Work

Line Chart
Create a custom line chart with any data. 

Bar Chart
Create a custom bar chart with any data.

Pie Chart
Create a custom pie chart with any data. 

Battery Chart
Create a custom battery chart with any data. 

Calculation
Calculate sums, averages, and so much more for any tasks in your Workspace.

Portfolio
Categorize and track the progress of any Lists or Folders in your Workspace. 

Note: Members and Guests who do not have access to the Spaces, Folders, and Lists displayed in a Portfolio widget will only see the items they have permission to access. If they don't have access to any items shown in the widget, it will be empty.

Text Block
Add rich text, images, and even use /slash commands to add context to your Dashboards.

Chat
Add a chat widget to have conversations with anyone in your Dashboard.

How to Build a Custom Widget

  1. Select the Location: Select one or multiple Spaces, Folders, or Lists within your Workspace

  2. Set the Time Range (If applicable): Only pull data for applicable items within a certain time range! Some time ranges include this year, month, week or a custom time frame. Choose if you want to view changes by days, weeks, or months

  3. Select Value: The value is what will calculate and display in the graphs
    Task: total task count
    Time estimate: total time estimated for completion
    Average age of task: display average task age in your chart. This value is calculated by looking at all closed tasks and their total age (from creation to close)
    Sprint points: point system to manage workload
    Money (Custom Field)
    Numbers (Custom Field)
    Automatic Progress (Custom Field): calculated completion of tasks
    Manual Progress (Custom Field): manual completion of tasks
    Dropdown (Custom Field)

  4. Set the Subtasks: Toggle subtasks to be included or excluded from the chart

  5. Add a Filter: Add additional filters to further adjust the scope of your widget

    Learn how time-based widgets are affected by filters here.

Note: You can search for Custom Fields to add them to your Dashboard widget.

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