Create and customize a reporting dashboard

How to build a dashboard and add chart cards to track progress across your projects.

Dashboards display chart cards that pull live data from your projects. Use them when you want a real-time snapshot of progress, workload, or trends that you can share with your team or refer back to over time.

Add a chart card to a dashboard

When to use: You want to track a specific metric or visualize project data in your dashboard.

1. Go to Projects in the left panel.

2. Click on the arrow button to expand the secondary sidebar.

3. Click the All Projects & Tasks on the secondary sidebar

4. Click the Dashboard tab.

5. Scroll to the bottom of the dashboard and click + Add card.

6. Select your chart type.

7. Number chart — Displays a single metric, such as tasks overdue this week.

8. Bar chart — Compares values across categories, such as workload by assignee.

9. Pie chart — Shows proportions, such as completed vs. in-progress tasks.

10. Line chart — Shows trends over time, such as tasks completed per week.

11. In the right panel, set your filters, grouping, and metrics.

12. Click Apply.

Expected outcome: Your new chart card appears on the dashboard and updates in real time as work progresses.

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Customize dashboard widgets

Once you have chart cards on your dashboard, you can adjust them at any time. Use these options to keep your dashboard relevant as your projects and reporting needs change.

Method 1: Edit a chart card

When to use: You want to change the filters, grouping, sorting, or chart type of an existing card.

1. Hover over the chart card you want to change.

2. Click the little pen icon, or the ⋮ menu in the top-right corner of the card and then select Edit chart.

3. Adjust the filters, grouping, sorting, or chart type.

4. Click Apply.

Expected outcome: Your chart card updates immediately to reflect the changes.

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Method 2: Remove a chart card

When to use: You no longer need a chart card and want to clear it from your dashboard.

1. Hover over the chart card you want to remove.

2. Click the ⋮ menu in the top-right corner of the card.

3. Select Remove chart.

Expected outcome: The card is removed from your dashboard.

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Method 3: Rearrange chart cards

When to use: You want to change the order of cards on your dashboard.

1. Hover your mouse on top of the card.

2. Click and drag from the 6-dot pad at the top-left corner of a chart card to a new position on the dashboard.

Expected outcome: Cards save their position automatically.

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Method 4: Resize a chart card

When to use: You want to give more or less space to a specific chart on your dashboard.

1. Hover over any bottom corner of the chart card.

2. Drag to make the card larger or smaller.

Expected outcome: The card resizes to fit your layout.