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Table cards

Table cards allow you to bring in specific areas of your Workspace to your Dashboard.

Widgets were renamed to cards on March 9th, 2023.

What you'll need

Available cards

  • Task List

  • Completed Report

  • Worked On

  • Workspace Points

  • Who's Behind

  • Activity View

How Table cards work

Task List

Create a List view in your Dashboard using tasks from any location.

Completed Report

This report shows tasks completed by each person.

  • A task completed is counted towards the person if that user(s) is assigned to the task at the time it was closed.

  • Lead Time: This shows the time it took for the task to be completed since the task was created. Click on each person to view.

Worked On

This is the best place to dive in and take a look at the tasks each person has been active in. 

The following task activity will be reported on the Worked On card: 

  • 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.

  • Comments Added: Number of comments added to tasks that fit your filters.

  • Resolved: The number of resolved comments.

  • Completed: Closed tasks or subtasks that were assigned to the user.

  • Worked on: Number of tasks or subtasks that a user has logged any activity in.

  • Totals: The numbers from each column added together.

Who's Behind

See who's behind on notifications and overdue tasks in any area of your Workspace.

  • It's an excellent way to hold your colleagues accountable for clearing their notifications and completing overdue tasks.

  • Total uncleared notifications and total overdue tasks are representative of a current state so there is no need or option to filter based on time period.

Activity view

Simplify activity streams across your Workspace for an overview of the specific information you want to see.

Create a Table card

Create and customize your Table card.

Create a Table card

To create a Table card:

  1. Open a Dashboard.
  2. In the upper-right corner, click + Add card.
  3. In the sidebar of the Add card modal, click Tables.
  4. Select a card.

Table card customization options

Once you've selected a Table card, you can customize it.

Table card option Description Card types
Location

Select one or multiple Spaces, Folders, or Lists within your Workspace.

This option is available for all Table cards.

This option is called Tasks from in the Who's Behind card.
Time range 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.

This option is only available for the Completed Report, Worked On, and Workspace Points cards.
Include subtasks Toggle subtasks to be included or excluded from the chart. This option is available for the Task List, Completed Report, Worked On, and Activity view cards.
Include archived Toggle archived tasks to be included or excluded. This option is available for all Table cards.
Include closed

Include tasks in the Closed status.

This option is only available for Task List and Activity view cards.
Include Tasks in Multiple Lists Include Tasks in Multiple Lists. This option is available for Completed Report, Worked On, Workspace Points, Who's Behind, and Activity view cards.
Show tasks that are in multiple Lists more than once When you select multiple Lists that include the same task, show the task multiple times. This option is only available for Task List cards.
Include Subtasks in Multiple Lists Include Subtasks in Multiple Lists. This option is available for Completed Report, Worked On, Workspace Points, Who's Behind, and Activity view cards.
Show Breadcrumbs Display task breadcrumbs in your card to see where they are located in your Workspace.

This option is only available for Task List and Activity view cards.
Activity fields Select specific activities for your reporting.

This option is only available for Activity view cards.
Show subtask parent names Toggle on to display task names when clicking individual numbers.

This option is only available for the Completed Report and Worked Oncards.
Include caught up users Include users who are not behind in your reporting.

This option is only available for the Who's Behind card.
Filter Add additional filters to further adjust the scope of your card.

This option is available for all Table cards.

 

You can search for Custom Fields to add them to your Dashboard card.

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 type Card options
Task List
  • Refresh card
  • Settings
  • Filters
  • View in full screen
  • Ellipsis ... menu, with options to:
    • Duplicate
    • Delete card
Completed Report
  • Refresh card
  • Settings
  • Filters
  • View in full screen
  • Ellipsis ... menu, with options to:
    • Duplicate
    • Delete card
Worked On
  • Refresh card
  • Settings
  • Filters
  • View in full screen
  • Ellipsis ... menu, with options to:
    • Duplicate
    • Delete card
Workspace Points
  • Refresh card
  • Settings
  • Filters
  • View in full screen
  • Ellipsis ... menu, with options to:
    • Duplicate
    • Delete card
Who's Behind
  • Refresh card
  • Settings
  • Filters
  • View in full screen
  • Ellipsis ... menu, with options to:
    • Duplicate
    • Delete card
Activity view
  • Settings
  • Filters
  • View in full screen
  • Ellipsis ... menu, with options to:
    • Duplicate
    • Delete card

Updated

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