Dashboards and widgets

A dashboard is a page of widgets: a number, a chart, a table or a list, each worked out live from the data you are allowed to see. Every dashboard starts with a set of widgets chosen for it, and whoever may change it can add, edit, resize, move and remove them without writing anything.

Where the dashboards areCopy Anchor Link

Each one is shared by everyone who sees it, except Daily focus, which is yours alone. If you can see a dashboard but not change it, the Add widget button, the ⋯ menu and the drag handles are not there.

What a widget showsCopy Anchor Link

A widget reads one metric, such as Open issues, Storage used or Sign-ups, and you decide how to cut it:

• Calculation: count, sum, average, minimum, maximum, distinct (each person or record once) or percent (each group's share of the total). A metric offers only the calculations that make sense for it.
• Grouping: up to two dimensions, for example by project, by status, or over time, then by assignee.
• Period and granularity: the last 7, 30 or 90 days, 12 months, 5 years, everything, or dates of your own; grouped by day, week, month, quarter or year.
• Filters: up to five, for example only one project or only overdue items.
• Sort and top N: largest first, A to Z, or only the largest ten.
• Chart type and size (see below), and an optional title. Without a title the widget names itself from its metric and grouping, for example Project changes · Person, in each reader's language.

Metrics come in two kinds:

• Now: the state as it is, such as Open issues or Storage used. These cannot be drawn over time, because a count of what exists today says nothing about last month.
• Over time: something with a date, such as Issues created, Sign-ups or Storage growth.

Add or change a widgetCopy Anchor Link

If something does not fit, for example a period too long for daily points, the panel says why and Save stays off until you fix it.

Chart typesCopy Anchor Link

Groups past the eighth are drawn as Other where adding them up makes sense. Issue statuses keep the colours the project gave them.

Combine several metricsCopy Anchor Link

Add metric puts up to three more metrics on the same widget, each with its own calculation, filters and legend name:

• Several numbers on one card: any metrics, each in its own unit, for example users next to megabytes.
• Several series over time: a line, area or bar grouped by time alone, with every metric in the same unit, for example sign-ups and deleted accounts.
• A table of either.

Pie, donut, stacked bar and list cannot be combined.

ListsCopy Anchor Link

Some metrics are lists of things rather than numbers: Assigned to me, Waiting on others, My recent activity and Projects. A list widget shows their rows with fixed columns, sorted by the column you choose, a page at a time with Show more. Selecting a row opens the issue, form or project.

Arrange a dashboardCopy Anchor Link

• Size: each widget takes a third, half, two thirds or the full width of a row on a wide screen, and is short, normal or tall. Set it in the widget's panel or with ⋯ → Size. On a phone every widget takes the full width.
• Move: drag a widget by its title onto another one, or onto empty space in a row. Or focus its handle (⠿) and press Alt+↑ / Alt+↓, or use ⋯ → Move up / Move down on a touch screen. A widget dropped where it does not fit goes to the next row: the dashboard is an order, not a free canvas.

Dashboard filters and the period switchCopy Anchor Link

Some dashboards have filters and a Day · Month · Year switch at the top.

• Each widget's own (the default) shows every widget with its own period.
• Day, Month or Year shows every widget over the last 30 days, 12 months or 5 years instead, without changing what is saved.
• A dashboard filter, such as the organization on the admin dashboard or the project on Daily focus, applies to every widget that can be filtered that way. The others ignore it.

What you see is what you may seeCopy Anchor Link

Every number, list, label and colour is worked out only from the records you are allowed to see. If your permission profile is set to Own company only, a widget counts only your company's issues and forms, plus those assigned to you; if your profile does not let you read forms, form metrics are not offered to you at all. Two people looking at the same widget can therefore see different numbers.

Daily focusCopy Anchor Link

Your home page opens on Daily focus, your own dashboard across every project you can open. Above it, the line under the greeting sums up what waits on you today, for example 3 overdue · 5 due within 7 days · 2 forms to approve. Select a part to see Daily focus filtered to it. The Filters button narrows the whole dashboard by project, due date and type.

It starts with what is assigned to you by due date, the list of those items, what waits on others because of you, and your recent activity.

MetricsCopy Anchor Link

Issue metrics need Issues at View or above in the project, and form metrics Forms at View or above. Issues → Charts offers only the issue metrics.

Good to knowCopy Anchor Link

• Times are cut in UTC: a "day" runs from midnight to midnight UTC.
• Active users counts the people who made any request in the app that day; API keys do not count.
• Compromised passwords counts accounts whose password was found in a known data breach when they signed in, until they change it. Only the first five characters of the password's hash ever leave the platform for that check, and nobody can see whose password it was.
• Charts are drawn in your Chart colours, set under your account: colour-blind safe by default, high contrast, or the classic colours.

Related pagesCopy Anchor Link