During Teamwork Projects’ 12 Days of Features, we’re delivering a brand new feature every day to help you improve your productivity into the new year and beyond.
On the ninth day of Christmas, Teamwork gave to me… two new metric panels for Dashboards!
At Teamwork, we know how important it is to be able to see real-time project metrics at a glance without having to dive into each project individually. That’s why we built our new, powerful Dashboard feature, which is currently available on our Beta Program. If you haven’t already enabled it, you can do so by navigating to the settings area in your profile and selecting the Beta Program.
You can build up any number of saved Dashboards and choose which metrics you want to see for specific projects. You can also choose whether you want to see your personal data only or the data for your whole team. It’s also easy to switch between Dashboards, depending on the type of information you need to see at any given time. (For more information on working with Dashboards, check out our helpdoc.)
For today’s release, we’ve added two new panels to the Dashboard builder: Project Updates and Project Health. These panels were designed to give you an easy way to get a cross-project view of all updates and health statuses in your projects. (Want to learn more about how they can help? Check out our Project Updates and Project Health helpdocs for more info.)
To start using the new panels, you need to set up a Dashboard. First, make sure you have this feature enabled. Once enabled, you and your users will see your new and improved dashboards in the Home area of your site:
Next, go to the Dashboard section at the top of the left hand panel. Select Add Dashboard in the right hand corner. You’ll be presented with the option to select from four different templates:
- Personal — showing only items assigned to you
- Starred — showing only items from starred projects
- Everything — showing data across all your projects
- Custom — allowing you to build up source projects based on your own filters
Once you’ve done that, pick a name for your Dashboard, like “Marketing Team Overview.” After you choose a name, you’ll see the the default metrics panels. You can tailor these by clicking customize in the top right hand corner, and then selecting which panels you want to see, including tasks, milestones, time, and now project health and project updates (yay!). You’ll also be able to add project filters here based on owner, status, category and more.
We only have a few more gifts to reveal in the 12 Days of Features! Tell us what you’d still like to find in your stocking in the comments below.