Creating Analytics Widgets From the Gallery
TL;DR
With Advanced Reporting and BI, you can quickly add pre-built widgets to any analytics board, whether it’s custom or template-based. Available widgets include totals, trends, status charts, lists, progress views, burndown charts, and custom field summaries. To add one, open your board, click Edit if needed, select +Widget, choose a template, add a name or custom field if required, and click Add. For best performance, keep each board to eight widgets or fewer.
Table 10. Availability - Legacy plans
| Availability: Pinnacle, Apex.; Unavailability: Free, Team, Business; |
With Advanced Reporting and BI, you can select a pre-built widget and add it to any of your boards, either custom or those created from a template.
Note
For the best performance, it's recommended to have no more than eight widgets per board.
| Widget name | Data |
|---|---|
| Total tasks | The overall number of tasks. |
| Total projects | The overall number of projects. |
| Total active tasks | The overall number of active (not completed, deferred, or canceled) tasks. |
| Total active projects | The overall number of active (not completed, deferred, or canceled) projects. |
| Time spent by category | A pie chart showing how much time (in hours) was spent on each timelog category. |
| Tasks created trend | A line chart showing how many tasks were created over time. |
| Tasks completed trend | A line chart showing how many tasks were completed over time. |
| Tasks by status | A pie chart showing how many tasks have a specific status. |
| Task list | A pivot table showing all tasks, their status, assignees, dates, and other details. |
| Tasks completion progress | The percentage of tasks that are completed, with conditional coloring. |
| Projects by status | A pie chart showing how many projects have a specific status. |
| Project list | A pivot table showing all projects, their status, owners, dates, and other details. |
| Burndown by task completion | A chart showing the percentage of open tasks by date so you can see project progress. |
| Total of tasks custom fields | The total of custom field values defined on tasks. |
| Total of projects and folders custom fields | The total of custom field values defined on projects and folders. |
| Tasks by custom field | A bar chart/pie chart showing how many tasks have a specific custom field value. |
| Projects and folders by custom field | A bar chart/pie chart showing how many folders and projects have a specific custom field value. |
| Average of tasks custom field | The average custom field value defined on tasks. |
| Average of folders and projects custom field | The average custom field value defined on folders and projects. |
To build a widget from a template:
- Open the analytics board you want to add a widget to or start creating a new one.
-
Click the Edit button 1 in the upper-right corner of the workspace (you can skip this step if you're creating a new analytics board).
- Click the +Widget button 2 on the panel above the board.
- Select a widget from the list 3.
- Type the name of the widget (optional) 4.
- Select a custom field (if needed) 5.
-
Click Add 6.
The widget is added to the board. You can add more widgets right away or click Save to apply the changes you’ve made.