What can we help you with?

The overview widget

With this awesome feature, keeping track of your projects has never been easier! This widget gathers and summarizes data from your selected boards into one place. This is a great way to get the high level picture of what's happening for each project. 

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How to add it?

Simply click on "Add New" at the top of the dashboard page to see the list of options or click on the + sign in a blank widget.

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From the drop-down list, click "more" and then choose "overview" from the Dashboards Center.

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How does it work?

Step 1: Choose boards for your overview

Let's we are managing several teams and need a clear overview of the progress of each team. The first step here will be to select the relevant boards. 

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Step 2: Choose which "Status" columns to include

Choose from which status column of each board you'd like the overview widget to gather data from.  

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Step 3: Choose which "Date" columns to include

Choose from which date column of each board you'd like the overview widget to gather data from. It can be from a date column or a timeline column.

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Step 4: Enjoy!

Once done, you will be able to get a clear summary of the progress of each of your boards. 

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The overview widget takes into account the first date and last date of all your tasks. That's the dates appearing on the far right of your widget. 

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That widget will then look at the statuses of each tasks within each board.

  • If you have tasks that are overdue, your project will show "at risk"
  • If all your tasks are on time, your project will show "on track"
  • If everything is done, then your project will show "completed"

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Have questions? Let us know at [email protected] and we'd be happy to assist :)