> For the complete documentation index, see [llms.txt](https://guide.smarttask.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.smarttask.io/fundamentals/reporting/dashboards/setting-up-dashboards.md).

# Setting up Dashboards

1. **Go to Dashboards:**

   From the left sidebar or top menu, select **Dashboards** (or create a new one if needed).
2. **Click on 'Add Card':**

   Once inside the dashboard, click the **‘Add Card’** button to start adding widgets.
3. **Select the Type of Data You Want to Track:**

   In the **‘Add Card’** popup (like in your screenshot), you’ll find categories on the left:

   * **Tasks**
   * **Projects**
   * **Users**
   * **Time Tracking**
   * **Cost & Budget**
   * **Custom Fields**
   * **Activities**
   * **Embed (for embedding charts or third-party reports)**
4. **Choose from Predefined Widgets or Add a Custom Chart:**
   * Pick from available cards like:
     * **Overdue Tasks by Project**
     * **Tasks by Assignee Due This Week**
     * **Tasks Completed This Week**
     * **Time in Custom Field**
     * **Tasks Worked on This Week**
   * Or click **‘Add Custom Chart’** to create your own chart by selecting the type (bar, pie, line, etc.) and setting filters based on projects, members, task status, custom fields, etc.
5. **Configure Card Settings:**

   After adding a card:

   * Rename the card if needed.
   * Apply filters (by project, user, date range, etc.) to refine what data you want it to display.
   * Choose how the data should be displayed (chart type, count, list, etc.)
6. **Arrange the Cards:**

   Drag and drop the cards within the dashboard to set the layout as per your preference.
7. **Save the Dashboard:**

   Give your dashboard a name (e.g. **Content Team Overview**, **Project Health**, **Time Tracking Report**) and save it.

{% hint style="info" %}
You can create multiple dashboards for different use cases — like one for project progress, one for time tracking, one for overdue tasks, etc.
{% endhint %}


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