Custom cards

Use Custom cards to visualize task data from your Dashboards!

What you'll need

Custom card types

The following Custom cards are available:

Custom card type Description
Line Chart card

Create a custom line chart with any data.

Bar Chart card

Create a custom bar chart with any data.

Use the Time Tracked data point to include the amount of time tracked on tasks.

Use Chart drill-down view to see more detail.

Organize the data captured by Date Custom Fields to visualize trends.

Pie Chart card

Create a custom pie chart with any data.

Use the Time Tracked data point to include the amount of time tracked on tasks.

Use Chart drill-down view to see more detail.

Organize the data captured by Date Custom Fields to visualize trends.

Battery Chart card

Create a custom battery chart with any data.

Use the Time Tracked data point to include the amount of time tracked on tasks.

Use Chart drill-down view to see more detail.

Organize the data captured by Date Custom Fields to visualize trends.

Calculation card

Calculate sums, averages, and more for tasks in your Workspace.

Use Chart drill-down view to see more detail.

Portfolio card

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

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

Text Block card Add rich text and images to your Dashboard. You can also use /Slash Commands in Text Block cards.
Chat card Communicate with others in your Workspace.

Create a Custom card

To create a Custom card:

  1. Open a Dashboard:
  2. In the upper-right corner, click + Add card.
  3. In the left sidebar, click Custom.
  4. Choose a card type.
  5. Customize your card.
  6. In the lower-right corner, click Add card.

Customization options

Customization options vary based on card type. The following options are available for most Custom cards:

Customization option Description
Location Choose which Spaces, Folders, and Lists to include in the data.
Time range Choose to include data from this year, this month, or this week, or set a custom range of dates. Choose the scale for the x-axis: by days, by weeks, or by months.
Group by Choose to group tasks by status, tag, assignee, and more.
Include subtasks Choose to include subtasks in the data.
Include archived Choose to include archived tasks in the data.
Include Tasks in Multiple Lists Choose to include Tasks in Multiple Lists in the data.
Include Subtasks in Multiple Lists Choose to include Subtasks in Multiple Lists in the data.
Task Filter

Add additional filters to further adjust the scope of your card.

Learn how time-based cards are affected by filters.

Export card data

Users on the Business Plan and above can export card data.

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. Click the toggle in the upper-left corner to enable or disable Edit mode.

Options include:

Custom card type Card options
Line 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
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
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
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
Calculation
  • Refresh card
  • Settings
  • Filters
  • View in full screen
  • Ellipsis ... menu, with options to:
    • Duplicate
    • Delete card
Portfolio
  • Refresh card
  • Settings
  • View in full screen
  • Ellipsis ... menu, with options to:
    • Duplicate
    • Delete card
Text Block
  • Settings
  • View in full screen
  • Ellipsis ... menu, with options to:
    • Duplicate
    • Show history
    • Delete card
Chat
  • Settings
  • View in full screen
  • Ellipsis ... menu, with options to:
    • Duplicate
    • Delete card
  • Watchers

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