✔
Available
on all subscriptions
Within Teamwork.com, you can build custom dashboard views using different metrics based on certain projects and project items.
In the Home area, select the Dashboards tab from the horizontal
navigation menu.
Note: The Dashboards section is not
available to collaborators.
When you first open the Dashboards area, it
will be pre-populated with a personal
dashboard showing you what is happening across
all of your projects.
If you have a dashboard message set
in your site settings, you will see it
displayed at the top. This can be used for
important links or announcements for your
users, and will appear across all of your
dashboards.
Note: The dashboard message is a
site-level setting so any changes made will be
reflected across individual dashboards for all
users.
In the top right, you have options to edit
the personal dashboard or add a new
dashboard view.
You can create multiple dashboard views based
on different metrics and projects on your
site.
Adding
a dashboard
When building a dashboard view, you can
choose from the quick templates provided,
or use the custom build option. You can
give the dashboard a meaningful title, and
choose a color for it.
Quick template options:
- Personal - a view with all of your
active tasks, upcoming events,
upcoming milestones and logged
time
- Starred - a view with counts for all
tasks, milestones and time on your
starred projects
- Everything - a view including all
possible options
Choosing the custom option
enables you to select which metrics and
projects, as well as the configuration you
want for the dashboard:
- Title & color - give your
dashboard a name and choose a custom
color for the dashboard
- Panels - select which metrics you want
to display in the dashboard.
- Some metrics, such as task counts,
also have an option to choose
whether to include tasks assigned
to you, everyone, or specific
people.
- Projects - customize the layout for
your dashboard by choosing where to
show the projects list.
- You can also choose filters for
your source projects the dashboard
will be based on
- Description - add a description for
the dashboard (optional).
- Share - share
a view-only version of the dashboard
with other users or teams on your
site.
Dashboard panels
When creating or customizing a
dashboard, you can select different
metrics panels to populate it.
Panel options:
- Project health breakdown.
- Latest project updates.
- Task counts - assigned to you,
everyone, or specific people.
- Milestone counts - assigned to you,
everyone, or specific people.
- Upcoming milestones - assigned to you,
everyone, or specific people.
- Billable vs. non-billable time - time
logged by you, everyone, or specific
people.
- Billed vs. unbilled time.
- Upcoming events - events you,
everyone, or specific people are
attending.
- Risk counts - compares and groups
risks by their status.
- Top risks - shows the biggest risks
across your projects.
- Project budgets
- ✔ Available on paid subscriptions
- ✔ Available on Deliver, Grow, and Scale subscriptions 1
Viewing a dashboard
Once created, you will see the name
of the dashboard you are viewing,
along with a note on what data is
powering the view, at the top.
The selected panels for your dashboard
will be displayed
alongside a list of the chosen source
projects. Each panel can be reordered by
dragging and dropping it to a new
position.
Each item in your metrics
panels is
clickable and will open a quick view
listing the associated project items
for
that metric.
The associated projects can be viewed in
list or grid view. You can switch between
views using the dropdown at the top of the
list.
You can sort the projects by
starred
first, company name, latest activity, due
date, project name, owner company, or date
created. You can also switch between
ascending and descending once you have
applied a sort option.
Each project in the list has a View details option to the
right. This will show you the latest
project update, if any is
available.
You will see a timeline of activity
on the project, along with today's and
late tasks. There is also a percentage
complete bar for the project's actual
and estimated progress.
- Each of these items is clickable and
will open a quick view on the right
displaying the corresponding
tasks.
You can access the project options menu
for any project by hovering over the
project name and clicking the three dots.
You can then manage project settings or
use the quick add section to add new
project items.
When viewing an individual dashboard, you
can edit it via the Edit button in
the top right.
To make a copy of or delete the
dashboard
you are currently viewing, select the
options (three dots) button in the top
right.
Switching between dashboard
views
If you have multiple dashboards
created, you can switch to another one
by clicking Dashboards at the
top of
the view.
This will bring you to an overview of all
of your current dashboards, where you can
select which one you want to view.
In this overview, hovering over a
dashboard will give you the options to
edit, make a copy, or delete the
dashboard.
1. Also
available on legacy
subscriptions: Pro, Premium,
Enterprise.