Create custom high-level and reporting views with Table cards. These cards can be added to Overviews and Dashboards.
What you'll need
- Unlimited use of Dashboards is available on the Unlimited Plan and above.
- Guests can be invited to specific Dashboards with view-only permissions.
- Overviews are available on every plan.
- Guests only have access to Overviews of Spaces, Folders, or Sprint Folders that have been shared with them.
Available Table cards
Some table cards are ready-to-use, all you have to do is pick the location. These prebuilt cards allow you to customize your Overviews and create Dashboards quickly and easily.
Following are our ready-to-use Table cards:
- Overdue Tasks: Create a List of overdue tasks.
- Tasks Due Soon: Create a List of tasks due in the next 14 days.
- Open Assigned Comments: Create a List of tasks that have any assigned comments.
- Priority Tasks: Create a Priority Tasks card to display a List of urgent and high-priority tasks.
- Milestones: Create a List of Milestone task types.
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New Content: Create a List of most recently created content.
- My Trending Work: Create a List of trending tasks assigned to you.
- Most Popular: Create a List of items trending in a location or the entire Workspace.
Other table cards can be fully customized. These cards allow you to report on granular data:
- Task List: Create a List view in your Dashboard using tasks from any location.
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Completed Report: This report shows tasks completed by each person.
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The completed task will show the person or people assigned to the task when it was closed.
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Lead Time: The time from task creation until task completion. Click each person to view their Lead Time.
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Worked On: See the tasks each person has been active in. The following task activity is reported:
- New comments
- Status changes
- Custom Field changes
- Task description changes
- Tracked time
- Assignee changes
- Watcher changes
- Workspace Points: See who's communicating efficiently, checking their tasks, and providing the most output in any area of your Workspace.
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Comments Added: Number of comments added to tasks that fit your filters.
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Resolved: The number of resolved comments.
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Completed: Closed tasks or subtasks that were assigned to the user.
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Worked on: Number of tasks or subtasks that a user has logged any activity in.
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Totals: The numbers from each column added together.
- Who's Behind: See who's behind on notifications and overdue tasks and subtasks in any area of your Workspace.
- Activity view: Simplify activity streams across your Workspace for an overview of the specific information you want to see.
Create a Table card
To create a Table card:
- Create or find an existing Dashboard. Or open an Overview.
- In the upper-right corner of the Dashboard or Overview, click + Add card.
- In the sidebar of the Add card modal, click Tables.
- Select a card.
Customization options
The following table details the available in customizable Table cards:
| Table card option | Cards with this option | Description of card option |
| Activity fields | Activity view | Select specific activities for your reporting. |
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Filter |
All table cards |
Add additional filters to adjust the scope of your card further. In Activity view and Task List cards, you can filter by Custom Field. |
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Include archived |
All table cards | Toggle archived tasks to be included or excluded. |
| Include caught up users | Who's behind | Include users who are not behind in your reporting. |
| Include closed |
Activity view Task List |
Include tasks in closed status. |
| Include subtasks |
Activity view Completed Report Worked On |
Choose subtasks to be included or excluded from the chart. |
| Include Subtasks in Multiple Lists |
Activity view Completed Report Who's Behind Worked On Workspace Points |
Include Subtasks in Multiple Lists. |
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Location This is called Tasks from in the Who's Behind card |
All Table cards | Select one or multiple Spaces, Folders, or Lists within your Workspace. |
| Show Breadcrumbs |
Activity view Task view |
Display task breadcrumbs in your card to see where they are located in your Workspace. |
| Show subtask parent names |
Completed Report Worked On |
Choose to display task names when clicking individual numbers. |
| Show tasks that are in multiple Lists more than once | Task List | When you select multiple Lists that include the same task, show the task multiple times. |
| Time range |
Completed Report Worked On Workspace Points |
View all tags used within this year, month, week, or a custom time frame. Choose if you want to view changes by days, weeks, or months. |
Subtasks and Task List cards
Filtering tasks in a Task List card is the same as filtering in any task view.
To include subtasks when filtering a Task List card, do the following:
- From an open Task List card, enable Edit mode.
- In the upper-left of the card, click the Subtasks button.
- Select As separate tasks.
When subtasks are shown as separate tasks, the time tracked for the subtasks will not roll up.
Card options
Once your card is created, you can hover over it to display several options in the upper-right corner.
Your Dashboard must be in Edit mode to see all options.
Options include:
| Table card | Card options |
| All cards |
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Overdue Tasks Tasks Due Soon Open Assigned Comments Priority Tasks Milestones
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These cards also have additional options:
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New Content My Trending Work Most Popular |
These cards only have these options: Open Item: Click the item. Open in new tab or Copy link: Hover to the right of the item's name and click the icon. View card in full screen: In the upper-right corner of the card, click the double-arrow icon. Keyword Search: Click the magnifying glass icon to filter the items by keyword. Sort by: Sort by Relevance, Last Updated, Last Created, Your Recents, Trending in Workspace. Edit card settings: Click the gear icon to edit the card settings. Duplicate card or Delete card: In the upper-right corner of the card, click the ellipsis ... icon and choose an option. |