📍Dashboards How-to Guide

Introduction

Dashboards in Motion give you a real-time, visual overview of your team’s work. By combining data into charts and number cards, you can track progress, monitor workloads, and surface bottlenecks — all in one place. Dashboards are flexible: customize them with the cards you need, edit them as your projects evolve, and share them with your team for collective visibility.

At a Glance

In this guide, you’ll learn how to:

• Customize dashboards with cards → Add number, pie, bar, or line chart cards to focus on the metrics that matter most.

• Edit a dashboard → Update or rearrange cards to reflect your team’s current priorities.

• Share dashboards → Control visibility by making dashboards personal or shared with your team.

• See specific tasks in a number chart → Drill down from totals into the exact work items.

• Edit a bar chart → Adjust categories, groupings, and filters to compare performance.

• Edit a pie chart → Show proportions across projects, statuses, or assignees.

• Edit a line chart → Visualize trends over time with the right filters and ranges.

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Customize dashaboard

How to Customize Dashboards with Cards

Goal: Personalize your dashboard by adding cards that surface the insights most important to you and your team.

1. Open your dashboard and scroll to the bottom.

2. Click + Add card.

3. Choose the type of card you want to add:

   1. Bar chart – Compare task counts, workloads, or project progress across categories.

   2. Pie chart – Visualize proportions, like completed vs. in-progress tasks.

   3. Line chart – Track trends over time, such as tasks completed each week.

   4. Number chart – Highlight key metrics, like total overdue tasks or tasks completed today.

4. Configure filters (assignee, project, deadline, etc.) so the card shows exactly what you need.

5. Save the card, and it will appear directly on your dashboard.

💡Pro tip: You can add multiple cards to track different metrics side by side. This makes dashboards a central hub for monitoring productivity and progress at a glance.

Edit a dashboard

How to edit a dashboard

1. Open the dashboard you’d like to adjust.

2. Hover over the card you want to change and click the three-dot menu (…) in the top-right corner.

3. Depending on the chart type (bar, pie, line, or number chart), you’ll see different customization options:

   1. Bar chart: Adjust orientation, grouping, sorting, and stack bars.

   2. Pie chart: Switch between filled or outline style, and choose how projects or tasks are grouped.

   3. Line chart: Configure data fields, x/y axes, and trend lines.

   4. Number chart: Set the metric you want to display (e.g., count of overdue tasks).

4. Use project filters and task filters on the right panel to refine what data the card shows.

5. Click Apply to save your changes

💡Pro tip: Experiment with filters and grouping to highlight the exact insights your team needs—like overdue tasks by assignee or project completion rates.

Share dashboard

How to Share Dashboards

Goal: Choose whether your dashboard is private to you or shared with your team.

1. When creating a new dashboard, enter a View name.

2. Below the name field, open the dropdown menu.

3. Select Personal view to keep the dashboard private.

4. Select Team view to share the dashboard with everyone in your workspace.

5. Click Save to confirm.

Pro tip: You can’t switch between personal and team views later — make sure to choose the right option when setting up your dashboard.

See specific tasks in a number chart

How to see specific tasks in a number chart

Number charts show you totals at a glance—like hours worked, tasks completed, or overdue items. To dive deeper and see exactly which tasks make up that number:

1. Open your dashboard → Navigate to the dashboard containing your number chart.

2. Click the three dots → Hover over the number chart and select the ⋮ menu in the top-right corner.

3. Choose Expand chart → This opens a detailed view of the chart.

4. View task breakdown → You’ll now see a list of all the tasks that contribute to that number, along with details such as deadlines, durations, priorities, and assignees.

5. Adjust columns (optional) → Use the Columns button in the top-right to show or hide details like Deadline, Auto-schedule toggle, Duration, Priority, or Assignee.

6. Refresh if needed → Click Refresh to update the chart with the latest task data.

💡 Pro tip: Expanded charts make it easy to trace high-level metrics back to the individual work items driving them.

Edit a bar chart

How to Edit a Bar Chart

Bar charts help you compare tasks or projects across categories. You can customize them to show exactly the data you need.

1. Open the chart editor

   1. Hover over your bar chart, click the ⋮ menu, and choose Edit chart.

   2. The chart editor will open with a preview on the left and settings on the right.

2. Set the orientation

   1. Choose between Vertical (bars up and down) or Horizontal (bars left to right).

   2. Use vertical for categories with many items, horizontal for easier side-by-side comparisons.

3. Pick your data type

   1. Tasks → show data at the task level.

   2. Projects → show data grouped by projects.

4. Define the Y-axis (measurement)

   1. Count → number of tasks or projects.

   2. Total hours → sum of estimated or logged time.

5. Choose the X-axis (category to compare) You can group bars by almost any field, including:

   1. Assignee

   2. Auto-schedule toggle

   3. Completed on date

   4. Deadline

   5. Duration

   6. Estimated completion

   7. ETA

   8. Label

   9. Priority

   10. Project

   11. Stage

   12. Start date

   13. Status

   14. Workspace

   15. Custom fields you’ve added

6. Sort the results

   1. Value ascending → smallest to largest.

   2. Value descending → largest to smallest.

   3. Name ascending → A → Z.

   4. Name descending → Z → A.

7. Group by (optional)

   1. Add a secondary grouping to compare within categories (e.g., X-axis by Project, grouped by Stage).

   2. Supports the same fields as X-axis (except Assignee).

8. Apply filters

   1. Project filters → focus on specific projects or workspaces.

   2. Task filters → narrow down by deadline, priority, status, or other fields.

   3. With task filters, you can also include archived tasks.

9. Apply changes

   1. Once configured, click Apply to update your bar chart.

💡 Pro tip: Combine X-axis by Project with Group by Stage to quickly see progress distribution across initiatives.

Edit a pie chart

How to Edit a Pie Chart

Pie charts are perfect for visualizing proportions, like task status or workload distribution.

1. Open the chart editor

   1. Hover over your pie chart, click the ⋮ menu, and select Edit chart.

2. Choose a style

   1. Filled → displays solid slices for each category.

   2. Donut → adds a hole in the center for a cleaner, modern look.

3. Select your data type

   1. Pick whether the chart represents Tasks or Projects (same as bar charts).

4. Set the value

   1. Count → shows the number of tasks/projects in each category.

   2. Total hours → shows time allocation instead.

5. Group by

   1. Decide how to split the pie: status, priority, assignee, workspace, or any other field (same options as bar charts).

6. Apply filters

   1. Use Project filters to narrow by project/workspace.

   2. Use Task filters to refine by deadline, label, or other criteria (including archived tasks if needed).

7. Apply changes

   1. Click Apply to update your chart with the new settings.

💡 Pro tip: Use Donut style grouped by Status to quickly compare completed work vs. backlog at a glance.

Edit a line chart

How to Edit a Line Chart

Line charts help you track progress over time — like task completions each week or hours logged per month.

1. Open the chart editor

   1. Hover over the line chart, click the ⋮ menu, and select Edit chart.

2. Select your data type

   1. Choose whether the chart shows Tasks or Projects (same as bar and pie).

3. Set the Y-axis

   1. Count → tracks the number of tasks/projects.

   2. Total hours → tracks workload over time.

4. Set the X-axis

   1. Options are the same as bar charts (e.g., Start date, Deadline, ETA).

   2. Usually, you’ll select Start date for time-based reporting.

5. Choose a time unit

   1. Day, Week, Month, Quarter, or Year depending on the level of detail you want.

6. Pick a range

   1. Define how far back or forward the chart should display (e.g., past 90 days, next 30 days).

7. Group by (optional)

   1. Split lines by assignee, priority, status, or any other field (same as bar chart).

8. Interpolation (line style)

   1. Choose how the line connects between data points:

      1. Basis / Basis Open → smooth curves.

      2. Bump / Bump X / Bump Y → emphasize peaks and valleys.

      3. Natural / Monotone / Monotone X / Monotone Y → natural flowing lines.

      4. Step / Step Before / Step After → block-style lines for clear changes at points.

9. Apply filters

   1. Use Project filters or Task filters to narrow the data set (same options as bar chart).

10. Save changes

    1. Click Apply to see your updated chart.

💡 Pro tip: Use Step After interpolation with task deadlines to visualize workload spikes right before due dates.