Project dashboards and AI widgets.
Project dashboards give you a centralized view of your project's metrics, tasks, and activity. You can add and arrange widgets like charts, tables, and AI-generated insights, and use the AI widget designer to create new widgets from a simple description.
How to build and customize your dashboard
Each project has its own dashboard with a widget grid you can fully customize:
- Enter edit mode from the dashboard toolbar or using the keyboard shortcut.
- Add a widget by choosing from the available types:
- Metric: single values with trend indicators. - Chart: line, bar, area, pie, and other visualizations. - Table: sortable data grids. - List: item lists with icons and badges. - Text: Markdown content for notes and guidance. - AI Insight: widgets that generate analysis based on a prompt. - Embed: external content via iframe. - Task widgets: overviews for task status, workload, overdue counts, completion rates, and more. - Time widgets: tracked hours, billable vs non-billable breakdowns, time by member, and daily charts.
- Drag widgets to rearrange, resize them in the grid, or duplicate an existing widget.
- Open a widget to edit its settings or delete it if no longer needed.
To create a widget with AI:
- Use the AI widget designer from the dashboard.
- Describe what you want in plain language.
- The AI generates a widget configuration based on your description.
- Review the result and add it to the dashboard if it fits.
Dashboards are scoped to each project, so each team can organize its view independently.
When dashboards are a good fit
Use project dashboards to:
- Track key metrics in one place instead of switching between pages.
- Monitor task progress, workload, and overdue items across the team.
- Surface time and billing data for client or internal visibility.
- Embed AI Insights to summarize status or flag risks automatically.
If your project already has many moving parts, a dashboard helps new contributors get oriented quickly and keeps stakeholders informed without extra meetings.
Use dashboards as the shared command center: a few clear widgets, not a cluttered board. Start with project-relevant data: tasks, time, activity, and integrations that reflect actual work. Use AI widgets when you need insights that would normally require manual analysis: summaries, anomaly detection, or recommendations based on project data. Review the dashboard weekly with the team to ensure it matches real priorities. Remove widgets that are outdated, confusing, or no longer used; keep the dashboard honest and focused.
Use the dashboard to support decisions, not just to display activity. Start with a small set of high-signal widgets: key tasks, time spend, risk indicators, and integrations that inform real actions. Avoid duplicating the same metric multiple times in slightly different formats. If a widget exists only because “it looks cool,” remove it. A trustworthy dashboard is concise, accurate, and updated regularly; everything else is distraction.
Use the dashboard as a decision accelerator, not a passive scoreboard. Start with three or four high-signal widgets: key tasks, current risks, time spend, and one integration that directly informs the project’s next step. Use AI widgets to summarize complexity (for example, trends, anomalies, or recommendations) instead of duplicating raw data. Review the dashboard with the team when priorities shift; if a widget no longer informs an upcoming decision, remove it. A focused dashboard is more likely to be trusted and used.
Treat the dashboard as a shared commitment: if you put something on it, it must be accurate and maintained. Start with a minimal set of widgets tied to real decisions. Use AI widgets only when they reduce effort or improve insight, not as decoration. Review the dashboard when priorities change; remove anything that no longer informs the next decision. If people stop checking it, the widgets are wrong, not the tool.
Use the dashboard to make project status clear in under a minute. Start with a small set of high-signal widgets tied to actual decisions. Use AI widgets only when they simplify a complex view, not when they repeat information already available in tasks or logs. Review the dashboard when priorities change; remove anything that no longer informs a real decision. If people stop checking it, the widgets are wrong, not the tool.
Related entries
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