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. 

Qué necesitas

  • 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.

Los widgets pasaron a llamarse tarjetas el 9 de marzo de 2023.

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 Tarjeta Descripción
Personalizada    
 

Bloque de texto

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.
Estados    
 

Carga de trabajo por estado

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

Número de tareas en curso

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

Número de tareas cerradas

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

Número de tareas completadas

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

Uso de etiquetas

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

Tareas por persona asignada

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 de tareas sin asignar

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

Total de tareas asignadas (no completadas)

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

Metas

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

Desglose por prioridades

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. 
Tablas    
 

Lista de tareas

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

Informe de tareas completadas

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

Vista Actividad

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

Inserción personalizada

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:

  • Documentos de Google
  • Presentaciones de Google
  • Hojas de cálculo de Google
  • YouTube
  • Figma
  • InVision
  • Twitter
  • Typeform
  • Miro

 

Business plan and above

Card category Tarjeta Descripción
Personalizada  

 

  Gráfico de líneas

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.

 

Gráfico de barras

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.

 

Gráfico de batería

Create a Custom Battery Chart using data from your Workspace.

Use drill-down view to see more detail.

  Gráfico circular

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

Use drill-down view to see more detail.

  Cálculo Create a Custom Calculation card to calculate sums, averages, and more for your tasks.
Sprints    
  Velocidad del sprint

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. 

  Gráfico burn-down de sprint

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. 

  Gráfico burn-up de sprint

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. 

  Flujo acumulado

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.

  Duración del ciclo

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.

  Plazo de entrega

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.

Estados    
  Estado a lo largo del tiempo

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.

Etiquetas  

 

  Uso de etiquetas a lo largo del tiempo

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.

Control de tiempo  

 

  Hoja de horas

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.

  Informe de tiempo facturable

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.

 

Unlimited Plan only

Card category Tarjeta Descripción
Personalizada    
  Cartera Create a Portfolio card to categorize and track the progress of tasks.
Control de tiempo    
  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.

  Duración estimada (heredada) Create a Time Estimated (legacy) card to identify tasks with time estimates.
  Tiempo registrado (heredado)

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.

Tablas    
  Tareas empezadas Create a >Worked On card to see which tasks each person has been active in.
  Puntos del entorno de trabajo Create a Workspace Points card to see who's communicating and working on tasks.
  Quién va con retraso Create a Who's Behind card to see who's behind on notifications and overdue tasks.

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.

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.

Intervalo de tiempo

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.

Periodo de muestra

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.

 

Actualización

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