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 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
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.
- On the left, all the assigned cards which have not been marked as Completed are displayed sorted by boards.
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.