Custom dashboard feature

Create your own custom dashboard

The custom dashboard is a great feature to help you see the «big picture» of your projects. Just click on the tab and follow those simple instructions.

The action buttons on the top of the page are self-explanatory: refresh, new, edit, move up, move down and delete.

To create a new dashboard widget, simply click « New». You then get five different widget choices:

Search

You already have customized searches for each of your projects, so why not use them? You can use these searches to create a widget that will display a series of tasks or items that are already returned by a search.

Step 1:

Select the search for which you want to add a grid widget to the dashboard.

Step 2:

Select the custom fields you want to view in the grid widget.

searches grid

If you select a date or date/time field, you can click on the calendar and see your tasks/items in a monthly calendar view.

searches calendar

 

Task/Item Chart

Use this widget to view a chart that breaks down the tasks or items in a project according to their value in a checkbox, a dropdown or a user list field. This widget will show you the values in a pie or bar chart.

Step 1:

Select the project for which you want to add a chart widget to the dashboard.

Step 2:

Select one of the suggested fields to create a chart.

Step 3:

This is the step where you can customize your chart. The wizard will automatically give your widget a name but you can change it. You can add a description of the chart. Select the type of chart you want, pie or bar. The chart series will automatically be in the data universe according to the field you chose. You can modify it but I suggest you keep what the wizard gave you. It’s pretty wise!

Tasks -Status CHARTS

 

Project Portfolio

Use this widget to view aggregated information on the tasks or items in a series of projects. You need more than one project from a specific application to use this widget. Remember, you application is the blueprint for your project so you can have many projects starting from one application.

Step 1:

Select the application for which you want to view projects.

Step 2:

Enter the search criteria to select which projects to display in the projects widget. Leave the search criteria empty to display all projects.

Step 3:

Select the project custom fields you want to view in the projects widget. I like to select at least the project name.

Step 4:

Select a field used to display aggregated information on the projects’ tasks or items.

portfolio

 

Reminders

Use this widget to view your tasks or items and projects reminders. The wizard will automatically create a table including the date, message, project and the task or item.  The table contains three tabs showing you your reminders for today, future (10 days) and passed (10 days).

reminder today

reminders 10 days

reminders passed

 

Project Changes

Use this widget to view the tasks or items that were created or modified in a project in the last 5 days, and to view the changes made to the project’s information in the last 5 days.

Step 1:

Select the project for which you want to monitor for changes.

The wizard will create a table with three tabs. The new tasks/items tab will list the task name for your new entries. The modified tasks/items tab will list the field, date, old value and new value of your modified tasks/items. The modified project field will also list the field, date, old value and new value of your modified project field.

changes NEW

changes modified

changes modified project

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Marie-Josee Porlier

Sales Director at Kohezion
Marie-Josée Porlier is the Sales Director and main blogger @ Kohezion. Ask her your questions about the cloud computing industry, online database software, database applications, legacy systems, business solutions and business productivity. She can be reached at mjporlier(at)kohezion(dot)com.
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