Dashboard Panel

• 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.

• Menu →
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  Dashboard
• Press the D key.

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

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

Dashboard

Menu →

• Users can display the cards they were assigned to sorted by boards and other criteria, using filter and search widgets.
• Via the Change View button, the Overview and Pinnwand views can be opened.

Structure

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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 →

• 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.

• New widgets are always added at the bottom.
• Cards can be opened directly within the Dashboard panel.
  • By clicking
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    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
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  and the Remove Widget option, a widget can be deleted.
• By clicking Collapse All or Expand All, all listed projects and boards can be collapsed or expanded.
• By default, the cards are grouped below their respective projects and boards.
  • By clicking

    

    , the grouping can be deactivated.

• In a table, the filtered cards are displayed with the following data:
  • Title of the project the card belongs to
  • Title of the board the card belongs to
  • Card key
  • Card title
  • Status of the card (empty or
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    for completed)
  • Start date
  • Due date
  • Card creator
  • Card members
  • Labels
• By clicking the headings of the table, the results can be sorted by the columns.
• By clicking the three dots in the headings, columns can be hidden or displayed.

See Search and Filter

Pinboard

Menu →

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

• 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.

• Menu →
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  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.
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    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 →

• 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.

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