Intro to Dashboard cards

Customizable cards are the building blocks of Dashboards.

The customization and flexibility of cards allow Dashboards to be used for various reporting purposes across industries. 

What you'll need

  • 100 uses of Dashboards are available on the Free Forever Plan.
  • Unlimited uses of Dashboards are available on the Unlimited Plan and above.
  • Some cards are only available on the Business Plan and above.
  • The Dashboards ClickApp is enabled in every new Workspace by default, but a Workspace owner or admin may disable the ClickApp.
  • Guests can view Dashboards that have been shared with them.
  • Guests can only see card data if they have permission to view the tasks, Lists, and Folders that the card is reporting on.

Types of cards

Check out each of the categories below to learn about the cards available.

Cards available on each plan

Some cards are only available on certain plans.

The following tables show plan availability for each card:

Free Forever plan and above

Card category Card Description
Custom    
 

Text Block

Create a Text Block card with pictures, text, and tasks. You can use these cards for meet the team or quick links sections.
 

Chat

Create a Chat card to communicate with clients or anyone else using your Dashboard.
Statuses    
 

Workload by Status

Create a Workload by Status card and display your tasks as a Pie, Battery, or Bar chart. 
 

Number of Tasks in Progress

Create a Number of Tasks in Progress card to display tasks that are in Done, Closed, or Not Started statuses.
 

Number of Tasks Closed

Create a Number of Tasks Closed card to display tasks that are in Done, or Closed statuses.
 

Number of Tasks Completed

Create a Number of Tasks Completed card to display tasks that are in Done status.
Tags    
 

Tag Usage

Create a Tag Usage card to see which tags are used across any location. Display the data as a Pie, Battery, or Bar chart. 
Assignees    
 

Tasks by Assignee

Create a Tasks by Assignee card to see the total number of tasks assigned to a person in a selected location. Display the data as a Pie, Battery, or Bar chart. 
 

Total Unassigned Tasks

Create a Total Unassigned Tasks card to see the number of unassigned tasks in a selected location
 

Total Assigned (Not Completed) Tasks

Create a Total Assigned Tasks card to see the number of assigned but not completed tasks in a selected location
Priorities    
 

Goals

Create a Goals card to see and edit team metrics like Goals and Targets.
 

Priority Breakdown

Create a Priority Breakdown card to group the tasks from a selected location by all Priorities, including None. Display the data as a Pie, Battery, or Bar chart. 
 

Total Tasks 

(five cards)

Choose one of the five Total Tasks cards to display the total number of tasks market Urgent, High, Normal, Low, or No Priority. 
Tables    
 

Task List

Create a Task List card to display a List view from any location. 
 

Completed Report

Create a Completed Report card to display tasks completed by each assignee. 
 

Activity view

Create an Activity view card to display activity on tasks, like comments and status changes. 
Embed    
 

Custom Embed

Create a Custom Embed card to display anything via URL or HTML. 
 

Embed apps

(nine cards)

Choose one of the nine other Embed cards to display content from these apps:

  • Google Docs
  • Google Slides
  • Google Sheets
  • YouTube
  • Figma
  • InVision
  • Twitter
  • TypeForm
  • Miro

Unlimited Plan and above

Card category Card Description
Custom    
  Portfolio Create a Portfolio card to categorize and track the progress of tasks.
Time Tracking    
  Time Reporting 

Create a Time Reporting card to display all of your time entries.

Set up a rolling time period if you want to the card to automatically continue to report on the same span of time. Every five days, for example.

  Time Estimated (legacy) Create a Time Estimated (legacy) card to identify tasks with time estimates.
  Time Tracked (legacy)

Create a Time Tracked (legacy) card to see the total amount of time each person in your Workspace has tracked.

Set up a rolling time period if you want to the card to automatically continue to report on the same span of time. Every five days, for example.

Tables    
  Worked On Create a >Worked On card to see which tasks each person has been active in.
  Workspace Points Create a Workspace Points card to see who's communicating and working on tasks.
  Who's behind Create a Who's Behind card to see who's behind on notifications and overdue tasks.

Business plan and above

Card category Card Description
Custom  

 

  Line Chart

Create a Custom Line Chart card using data from your Workspace.

Set up a rolling time period if you want to the card to automatically continue to report on the same span of time. Every five days, for example.

 

Bar Chart

Create a Custom Bar Chart card using data from your Workspace.

Set up a rolling time period so the card to automatically continues to report on the same span of time. Every five days, for example.

 

Battery Chart

Create a Custom Battery Chart using data from your Workspace.

Use drill-down view to see more detail.

  Pie Chart

Create a Custom Pie Chart card using data from your Workspace.

Use drill-down view to see more detail.

  Calculation Create a Custom Calculation card to calculate sums, averages, and more for your tasks.
Sprints    
  Sprint Velocity

Create a Sprint Velocity card to accurately plan your team's upcoming Sprints. 

Our new Sprint cards offer improved accuracy and performance enhancements. Legacy Sprint cards will not be deprecated right away. 

  Sprint Burndown

Create a Sprint Burndown card to accurately visualize the amount of work being completed in one Sprint. 

Our new Sprint cards offer improved accuracy and performance enhancements. Legacy Sprint cards will not be deprecated right away. 

  Sprint Burnup

Create a Sprint Burnup card to track scope change over the course of one Sprint. 

Our new Sprint cards offer improved accuracy and performance enhancements. Legacy Sprint cards will not be deprecated right away. 

  Cumulative Flow

Create a Cumulative flow card to track Sprint task's status over time. 

Set up a rolling time period if you want to the card to automatically continue to report on the same span of time. Every five days, for example.

  Cycle time

Create a Cycle time card to track the average length of time it takes for a task to be completed after it's been placed in Active status. 

Set up a rolling time period if you want to the card to automatically continue to report on the same span of time. Every five days, for example.

  Lead time

Create a Lead time card to track the average length of time it takes for a task to be completed after it's created. 

Set up a rolling time period if you want to the card to automatically continue to report on the same span of time. Every five days, for example.

Statuses    
  Status Over Time

Create a Status Over Time card to see how many tasks are in each status within a specific time range.

Set up a rolling time period if you want to the card to automatically continue to report on the same span of time. Every five days, for example.

Tags  

 

  Tag Usage Over Time

Create a Tag Usage Over Time card to display the number of each of a location's tags are used over a selected range of time.

Set up a rolling time period if you want to the card to automatically continue to report on the same span of time. Every five days, for example.

Time Tracking  

 

  Timesheet

Create a Timesheet card to track time task assignees' time over a selected period of time.

Set up a rolling time period if you want to the card to automatically continue to report on the same span of time. Every five days, for example.

  Billable Report

Create a Billable Report card to display all your billable time entries.

Set up a rolling time period if you want to the card to automatically continue to report on the same span of time. Every five days, for example.

 

Add a card to your Dashboard

To add a new card to your Dashboard:

  1. In the upper-right corner of the Dashboard, click + Add card.
  2. Using the categories in the sidebar, select a pre-made card or create a custom card. 

Screenshot of the categories in the sidebar when adding a card to a Dashboard.

Edit a card

To edit a card, the Dashboard containing the card must be in edit mode.

To enable edit mode and edit a card:

  1. In the upper-left corner of a Dashboard, make sure Edit mode is enabled.
  2. In the upper-right corner of the card, click the cog icon to open the Edit card modal.
  3. Edit the card settings and click Save.

Card settings

Each card has different settings. Some settings require more explanation than others.

Make sure you have all the info before using the following settings:

Filters on time-based cards

Some cards display task data over time, while others act as a snapshot of the current moment.

Time-based cards display the historical data of tasks that currently meet your filter criteria.

For example, a task that is currently urgent priority may have been high priority last week, so you'll see both priority levels in the chart.

Time range

This setting includes two dropdowns that determine the period of time the chart reports on. 

This dropdown: Select a time range for the x-axis from the following options: 

ThisYearDropdownDashboardCardsOverview.png

  • This year, This month, or This week: Select a time range of this year, month, or week.
  • Range: Select a custom range of dates. 

By dropdown: Select a time range for the y-axis data points from the following options: 
DashboardCardOverviewByDropdown.png

  • By days, by weeks, by months: Select to view y-axis data by day, week, or month for the time range selected in the This dropdown. 

You will only be able to select time range combinations that make sense. For example, This week and by months would not be possible.

In the example below, the y-axis data is Tasks. The tasks are grouped by Status, which is represented by the different-colored lines. The x-axis is This year. When you hover over the data points on each line, you see how many tasks were in that priority on the first day of that month. 

Screenshot of a Line chart set up as described in the tex above. The cursor hovers over the orange line at a data point between June and July. The pop-over reads: Thursday, June 1 In progress: 16.

In this example, at the end of the year, you would need to go to your settings and manually reselect the time range.
  • Select Choose rolling period... if you want the card to continue to report on the same relative time period between 1 and 365 days.
ChooseRollingPeriod.png
For example, you set the rolling period to 5 days and by days. Then the chart continually displays the criteria chosen for the y-axis for the previous 5 days with each day as a data point.

Sample period

When Sample period is available on a card, it's used with Time range. 

For example, you create a Lead time card. This card displays the average amount of time it takes a task to be completed after it's created. You select a Time range of This week and by days and a sample period of Last 2 days. The Lead time chart will display all tasks created this week, by days. The data points will reflect the Lead time for all of the tasks as of today and yesterday.

Move and resize cards

You can arrange cards to organize your Dashboard for maximum impact and resize them to show more detail.

Move a card

Click and drag any card to move it. Other cards will adjust themselves automatically.

Resize a card

To resize a card:

  1. In edit mode, hover over the sides or corners of a card.
  2. When your cursor becomes a resize arrow, click and drag to resize the card. Other cards automatically adjust.

Refresh a card

You can refresh individual cards or refresh your entire Dashboard.

Under the card name on the left, you'll see when the card was last refreshed.

To refresh a card:

  1. Hover over a card.
  2. In the upper-right, click the Refresh card button.

 

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