Creating Analytics Widgets From the Gallery
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Availability: Pinnacle. ; Unavailability: Free, Team, Business, Enterprise; |
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.
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Widget name |
Data |
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Total tasks |
The overall number of tasks. |
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Total projects |
The overall number of projects. |
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Total active tasks |
The overall number of active (not completed, deferred, or canceled) tasks. |
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Total active projects |
The overall number of active (not completed, deferred, or canceled) projects. |
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Time spent by category |
A pie chart showing how much time (in hours) was spent on each timelog category. |
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Tasks created trend |
A line chart showing how many tasks were created over time. |
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Tasks completed trend |
A line chart showing how many tasks were completed over time. |
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Tasks by status |
A pie chart showing how many tasks have a specific status. |
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Task list |
A pivot table showing all tasks, their status, assignees, dates, and other details. |
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Tasks completion progress |
The percentage of tasks that are completed, with conditional coloring. |
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Projects by status |
A pie chart showing how many projects have a specific status. |
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Project list |
A pivot table showing all projects, their status, owners, dates, and other details. |
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Burndown by task completion |
A chart showing the percentage of open tasks by date so you can see project progress. |
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Total of tasks custom fields |
The total of custom field values defined on tasks. |
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Total of projects and folders custom fields |
The total of custom field values defined on projects and folders. |
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Tasks by custom field |
A bar chart/pie chart showing how many tasks have a specific custom field value. |
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Projects and folders by custom field |
A bar chart/pie chart showing how many folders and projects have a specific custom field value. |
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Average of tasks custom field |
The average custom field value defined on tasks. |
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Average of folders and projects custom field |
The average custom field value defined on folders and projects. |
To build a widget from a template:
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Open the analytics board you want to add a widget to or start creating a new one.
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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).
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Click the +Widget button 2 on the panel above the board.
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Select a widget from the list 3.
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Type the name of the widget (optional) 4.
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Select a custom field (if needed) 5.
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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.