Dashboard Panel

Information

• In the Dashboard panel, users can see all cards to which they are assigned and manage them using filter and search widgets and personal lists.
• The panel contains three views:
  • Dashboard: Users can use filter and search widgets to search the cards to which they are assigned.
  • Pinboard: On the pinboard, the user can create a personal overview of the cards to which he/she is assigned.
  • Overview: Offers an overview of the cards to which the user was assigned.
• By default, the Dashboard view is opened.
  • If needed, the default view can be changed.

Access path

• Menu → Dashboard
• Press the D key.

Change View

• On the right of the Home Bar click the Change View button.
• Select a view.

Change default view

• On the right of the Home Bar click the Change View button.
• Click on next to the view.
• The selected default view is marked with .

Dashboard

Menu → Dashboard

Information

• The Dashboard view is divided into two areas.
  • In the left area, a user can display the cards he/she was assigned to sorted by boards and other criteria, using filter and search widgets.
  • In the right area, the detail view of the selected card is shown.
  • Via the Change View button, the Overview and Panel Dashboard#Pinnwand views can be opened.

Structure

Dashboard panel with a search and a filter widget and an open card.

Details

• Home Bar with the Change View option (1)
• Menu (2)
• Search Widget (3)
• Filter Widget (4)
• Detail view of the card selected in the widget (5)

Widgets

Menu → Dashboard

Information

• Using a filter widget, the user can filter the cards he/she was assigned to by various criteria.
• Using a search widget, the user can search for a search term in the cards he/she was assigned to.

Details

• New widgets are always added at the bottom.
• Cards can be opened directly within the Dashboard panel and are displayed in the right area of the panel.
  • By clicking in the right upper corner of the detail view of the card, the card can be opened on the board it belongs to.
• Via the widget menu and the Remove Widget option, a widget can be deleted.

Results

• In a table, the filtered cards are displayed with the following data:
  • Title of the board the card belongs to
  • Card key
  • Card title
  • Status of the card (OK/Open)
    • "OK" means that the card was marked as "Completed". Cards which have not been marked as “Completed” are called “Open”. More Information
  • Start date
  • Due date
  • Card creator
  • Card members
• By clicking the headings of the table, the results can be sorted by the columns.

Procedure

See (en) Search and Filter#Dashboard

Pinboard

Menu → Dashboard → Change View → Pinboard

Information

• On the pinboard, the user can create a personal overview of the cards to which he/she is assigned.

Details

• The view is divided into two areas:
  • On the left, all the assigned cards which have not been marked as Completed are displayed sorted by boards.
    • The cards are sorted by due dates, but can be rearranged within their boards using Drag&Drop.
    • In the Browse Files field, a search term can be entered to filter the cards.
    • If completed cards are to be displayed as well, the Completed Tasks button can be activated in the home bar.
  • On the right, the cards can be arranged into individual lists.

Edit pinboard

• Menu → Dashboard → Change View → Pinboard
• Click Add List.
• Enter a list title.
• Click Save.
• Move the selected cards from the left area to the list in the right area using Drag&Drop.
  • Since the cards are moved, they are now not being displayed in the left Tasks area anymore.
• The moving can be reversed.
  • To do so, move the card from the right area back to the left area using Drag&Drop.
  • The card is automatically moved to the board it belonged to.
• When the list is deleted, the cards are moved back to their boards in the left area.

Overview

Menu → Dashboard → Change View → Overview

Information

• The Overview offers an overview of the cards to which the user was assigned.
• The cards are listed vertically within their boards, sorted by their start dates.
• The boards are listed horizontally.

Details

• Using Drag&Drop, the boards and their cards can be moved within the overview.