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.

You can create multiple dashboards for different use cases — like one for project progress, one for time tracking, one for overdue tasks, etc.