The Portfolio Dashboard widget is a custom widget available in our Dashboard feature!

The Portfolio widget gives you quick and powerful insights into the status of your projects at a high level!

You can use this widget to categorize and track the progress of tasks in any Lists or Folders in your Workspace.

Create a Portfolio Dashboard widget

  1. Create or view a Dashboard

  2. Click on + Add a widget

  3. Select Portfolio

  4. Give your widget a name (this is optional, and you can rename it later!)

  5. Click on + Add Lists or + Add Folders to select the Lists to be included in your widget

    Note: you can also select an entire Space, or all Spaces!

  6. Choose your preferences, to include subtasks, archived tasks, and Tasks in Multiple Lists

  7. Click Add widget

You'll see the Folders and Lists you selected on the newly added Dashboard widget! 🎉

Note: Members and Guests who do not have access to the Spaces, Folders, and Lists displayed in a Portfolio widget will only see the items they have permission to access. If they don't have access to any Lists shown in the widget, it will be empty.

Portfolio widget columns

You can customize which columns to show by clicking on the little black + icon on the top right!

Color

Shows the List color.

Calculation

Create a custom calculation for each List that only exists on this Dashboard widget. You can select specific Statuses to include. You can only calculate Date, Money, or Number Custom Fields. You can display the range of Dates, and calculate the sum, average, and range of Money and Number Custom Fields.

Statuses

Shows a color-coded bar with the number of tasks in each Status for each List.

Progress

Shows a progress bar with a count of the number of completed and outstanding tasks. Includes tasks in both Done and Complete statuses.

Completed

Shows the total number of tasks in a Done or Complete status.

Overdue

Shows the total number of tasks where the due date was earlier than today and the task status is not Done or Closed

Start Date

Shows the start date set at the List level. See List Info for more detail.

End Date

Shows the due date set at the List level. See List Info for more detail.

Priority

Shows the priority set at the List level. See List Info for more detail.

Owner

Shows the owner set at the List level. See List Info for more detail.

Time Estimated

The total time estimated for tasks in each List. Includes Done and Completed tasks.

Sprint Points

Shows the total number of Sprint Points for the List. Includes Done and Completed tasks.

Milestones

Shows each task marked as a Milestone using the Milestone icon! Hover over or click on the icon to see the task name(s)!

Time Tracked

The total time tracked for all tasks in each List. Includes Done and Completed tasks.

Time Remaining

Shows the difference between time estimated and time tracked for all tasks in each List. Includes Done and Completed tasks.

Remove a List

You can click on the ellipsis at the far right in order to remove a specific List from being included in the Portfolio widget!

You can also add and remove Lists by clicking on the Settings cog at the top right and selecting to add the Lists or Folders.

Want to give your widget a new name? Click on the title and you can edit the name right on the widget!

You can also rename, edit the settings, duplicate, or remove your Portfolio Dashboard widget using the setting cog and ellipsis menu on the top right.

Add a Portfolio widget to your Dashboard to discover those key insights into your projects and tasks today!



Be sure to watch our webinar about Dashboards to learn about utilizing widgets for truly customizable, accurate, and insightful reporting!

For more information, check out these docs about Dashboards and Custom Widgets!

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