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

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 Search and Filter

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.