task assignment dashboard

Newly Launched - AI Presentation Maker

Researched by Consultants from Top-Tier Management Companies

AI PPT Maker

Powerpoint Templates

Icon Bundle

Kpi Dashboard

Professional

Business Plans

Swot Analysis

Gantt Chart

Business Proposal

Marketing Plan

Project Management

Business Case

Business Model

Cyber Security

Business PPT

Digital Marketing

Digital Transformation

Human Resources

Product Management

Artificial Intelligence

Company Profile

Acknowledgement PPT

PPT Presentation

Reports Brochures

One Page Pitch

Interview PPT

All Categories

Top 10 Task Dashboard Templates with Samples and Examples

Mohammed Sameer

Do you remember Tony Stark's JARVIS, a natural-language user interface computer system featured in Iron Man  and other Avengers films? 

Yes, the one that Tony Stark uses to visualize and track the progress of his ongoing projects (missions we all dreamt of being a part of). 

When it comes to project monitoring and analysis, you want an intelligent system to keep track, which is where Task Dashboards Templates come in. But what exactly is a task dashboard, and how can it help you organize your projects?

What’s a Task Dashboard?

A task dashboard displays metrics, statistics, insights, and Key Performance Indicators (KPIs) for specific projects in a single place. It is a unified interface for visualizing, monitoring, optimizing, and improving the performance of your projects. 

It acts as a real-time monitoring tool for your projects, allowing you to determine what's working, what's not, and what changes are required to meet your objectives.

Task Dashboard Templates We Bet On!

Task dashboard templates provide a comprehensive view of your project's performance. Everything is at your fingertips. It is ideal for project managers, teams, individual departments, and business owners looking to track the progress of their projects.

Let’s explore the templates on offer.

Template 1: Task Management Dashboard PPT Template

Tracking project progress is never easy and commands unwavering attention to extract accurate results. Our pre-designed PPT Template makes it easy. Here, you get an overview of time spent on projects, task status, progress, and more. It is a holistic tool that gives you relevant and reliable information at a  glance. Get it now.

Download this template

Template 2: Task Management Dashboard With Project Timeline

With a primary focus on project health and status, this illustrative PPT Dashboard highlights many critical pieces that need your attention as a project manager. You get insights on the budget (divided across resources, hardware, and software) and a project timeline highlighting tasks completed, initiated, and under progress. Download now.

Get this template

Template 3: Task Management Dashboard for Open and Closed Tasks

No organization just runs on one task or project. Multiple teams work on multiple projects (each having several tasks), which makes keeping track of each task impossible. SlideTeam has the perfect solution. Our template helps you monitor open and closed tasks across projects to promote efficiency in your business operations. Get it now.

Grab this template

Template 4: Agile Sprint Dashboard with Task Monitoring

Bring the power of task management to your team with this agile sprint dashboard. Its design is built to offer critical insights into task monitoring to move the needle in your organization. Get a concise report of how your projects fare against your business objectives using this PPT Template. Download now.

Template 5: Task Completion Dashboard with Cost

In the rush of completing tasks and projects before deadlines, the cost incurred is seldom made a priority. With this well-structured dashboard, you can evaluate projects in terms of tasks created vs. completed, emphasizing the total cost that your organization has to bear. Don’t wait; download it now!

Template 6: Scrum Project Task Management Dashboard

Scrum is one of the most effective project management techniques that almost every industry uses. Whether your organization is strengthening its roots in IT, healthcare, e-commerce, or real estate, this template will help you create a task dashboard that supports scrum project management. Use it to analyze and present data on sprint velocity, scope changes, task categorization, and progress in a jiffy. Download it now!

Template 7: Programme Status With Activity And Tasks Dashboard

Scheduling daily activities and completing them as planned is critical to accomplishing your project objectives within deadlines. Project managers know that a single misstep can prove catastrophic, and they can't afford to overlook anything. Use this template to schedule daily activities and closely monitor their progress. It will also help you to clear backlogs, prioritize tasks and compare the status/progress of each activity. Download it now!

Template 8: Task Management Dashboard with Employee Workload

Meeting clients’ quality guidelines for a particular project/task is only possible when your team is motivated and focused. For that, a manager needs to balance the workload and assign a task to the best person suited to complete it. This template helps project and people managers tackle this challenging task with ease. It provides a dashboard that allows you to balance task allocation, capture activity snapshots, track progress, and manage employee workload. Get it now! 

Template 9: Four Phases of Task Completion Percentage Dashboards

Even with Agile project management methodologies; it is not guaranteed that you can divide/break a big project into small, readily achievable tasks. Some tasks need to divide further into sub-task or phases that can be monitored efficiently. This template helps to illustrate such tasks and their phases to your team. Use it to share critical details, success makers, and the progress of each task with colleagues. Download it now! 

Template 10: Project and Task Tracker Report Dashboard

Tracking and managing a project is just the first half of the project manager’s job. The second is to present this information to stakeholders and clients in a digestible and eye-catching manner. Our template helps exhibit information that is understandable in a single glance with the help of graphs, pie charts, and bar charts. It demonstrates task progress, project budget and cost, and pendency to other partners/clients. Get it now! 

Over To You

You're probably eager to get started now that you know what to look for in a task dashboard template.

We completely understand! Having your data ducks in a row is a fantastic feeling.

SlideTeam has customizable task dashboard templates for you, no matter what type of workplace you have. With these, you can bring the power of task dashboards to your team without spending all night fiddling with figures and names.

FAQs on Task Dashboard

What is the purpose of task management.

At its core, task management is monitoring your project's tasks from start to finish. It entails actively making decisions on how to order your tasks with the aim to increase productivity. Project task management involves effectively managing all aspects of a task, such as budget, time, scope, resources, and so on.

What are the five phases of task management?

Here are the five phases of task management:

• Monitoring and Controlling

Managing a project, regardless of its size or scope, is a difficult task. There's a lot that can go wrong, from planning the minutia to dealing with clients' ever-changing demands. It is easier to control the project and the quality of the output when it is divided into manageable stages (like the five listed above), each with its own goals and deliverables.

What are the top benefits of project management dashboards?

Here are the top ways a project management dashboard benefits your organization:

• Enhances Project Coordination
• Increases Awareness of Data Discrepancies
• Enhances Decision-making Speed
• Creates Strategic Insights
• Clear Overview of Project goal status.
• Promotes Scalability.

Related posts:

• Top 10 Task List Templates with Samples and Examples
• How to Design the Perfect Service Launch Presentation [Custom Launch Deck Included]
• Quarterly Business Review Presentation: All the Essential Slides You Need in Your Deck
• [Updated 2023] How to Design The Perfect Product Launch Presentation [Best Templates Included]

Liked this blog? Please recommend us

Top 10 Monitoring Dashboard Templates with Samples and Examples

11 Impressive Industry Dashboard Templates To Make Your Message Jump Out

2 thoughts on “top 10 task dashboard templates with samples and examples”.

This form is protected by reCAPTCHA - the Google Privacy Policy and Terms of Service apply.

--> Digital revolution powerpoint presentation slides

--> Sales funnel results presentation layouts

--> 3d men joinning circular jigsaw puzzles ppt graphics icons

--> Business Strategic Planning Template For Organizations Powerpoint Presentation Slides

--> Future plan powerpoint template slide

--> Project Management Team Powerpoint Presentation Slides

--> Brand marketing powerpoint presentation slides

--> Launching a new service powerpoint presentation with slides go to market

--> Agenda powerpoint slide show

--> Four key metrics donut chart with percentage

--> Engineering and technology ppt inspiration example introduction continuous process improvement

--> Meet our team representing in circular format

Task Dashboard Tips for Peak Productivity

Feeling overwhelmed, by an ending to-do list despite your efforts? Have you ever experienced weeks filled with busyness but little to show for it all because you were swamped with emails and urgent requests?

It's a challenge for project managers, software developers, marketers, and anyone trying to navigate a schedule. Whether you're at the top of the ladder or just starting out having a task list that never seems to shrink can really impact your efficiency. Disrupt your work-life balance.

The solution? Task management dashboards ! These practical tools are designed to help you organize, track, and complete tasks efficiently both in your life and personal time. They aim to reduce stress levels and boost productivity.

However, not all task dashboards are created equal. Different task management tools cater to needs and preferences. This guide explores options, for task management dashboards. Offers useful tips to assist you in choosing, customizing, and overseeing a solution that will streamline your daily tasks effectively.

Outlining a Task Dashboard

Imagine having a task dashboard integrated into your work management platform that gives you a view of all your projects and their current status, before the deadline. It acts as a hub for you and your team allowing you to track progress prioritize tasks identify obstacles and ensure project completion.

Task dashboards are tools that streamline processes optimize time management and boost productivity. Without one you may encounter difficulties in meeting deadlines promptly identifying issues and responding effectively. Essentially it serves as the hub for your team.

Integrating a task dashboard into your routines simplifies efforts monitors productivity levels and provides valuable updates on project progress. Some advanced features in these tools enhance these benefits further. They efficiently track progress updates across tasks while intuitively understanding the team's needs and responding accordingly. By automating tasks such as project management in alignment with development principles due to its nature. It is truly groundbreaking in the field of project management.

However, the key, to unlocking its potential lies in using it and customizing it to meet your teams ever evolving needs.

What are The Solutions?

Different task dashboards have their characteristics to address various needs and challenges. Let's take a look, at some types of task dashboards.

1. Overview of a General Task Dashboard

A task overview dashboard gives a look, at progress toward goals covering all tasks. It shows metrics in a format that connects daily tasks to project objectives and provides tools for analyzing trends and tracking milestones.

This type of dashboard offers insights to help managers make data-driven decisions without getting bogged down in the details. By reviewing data leaders can identify patterns and common themes, and address issues. Adjust strategies as needed. These capabilities also support leaders in guiding their organizations by ensuring that projects align with the company's goals.

These project management platforms come with features that streamline task automation such as updates and notifications while meeting team needs intuitively. By cutting down on task time they free up focus, on reaching the end goal transforming how projects are overseen.

2. Daily Oversight Task Dashboard

A daily task dashboard is essential for project managers to track the team's progress and make sure every important task is on the right track. It provides up-to-date data, insights, process evaluations, and task management features such as estimated work points and completion statuses.

Project managers and team leaders rely on this dashboard for updates to ensure project operations. By showcasing tasks on the team's workspace, helps them stay focused on advancing work than getting bogged down in administrative duties. Prioritizing real-time updates promotes transparency and fosters teamwork, among team members.

3. Bug Trends Analysis Task Dashboard

A dashboard focused on bug trends analysis in the software development process is designed to analyze the bugs, spot potential errors, and support urgent bug-fixing actions. It offers users insights to anticipate trends develop strategies and manage tasks and deadlines effectively.

Such a feature-rich analytics dashboard, including trend analysis and predictive modeling, is particularly beneficial, for data scientists and mid-level managers. It allows you to thoroughly evaluate both your team's performance and your own.

By transforming patterns and metrics into insights for your team these dashboards enhance decision-making based on objective data-driven perspectives.

They play a role, in optimizing workflows by helping teams pinpoint areas for improvement and monitor the effects of changes made. This approach aids in identifying inefficiencies and implementing enhancements promptly leading to decision-making processes that promote an efficient work setting.

4. Scrum PM Dashboard

The primary objectives of any project management organization revolve around providing top-notch task services minimizing downtime and improving efficiency.

A Scrum PM dashboard that provides insights, into task management supports these objectives by showcasing patterns in quick task execution monitoring project sprint phases, workload estimates, and cumulative workflows.

Key functions such as tracking task completion times and assessing project effectiveness are crucial for making decisions based on data. These features contribute to enhancing task quality reducing overhead and streamlining the project management process.

5. Customized Templates

Occasionally, an existing project organization framework like the Project Management Template might not be enough for your need to accommodate your various dashboard needs. You need customized templates that automate your tasks while providing the option to combine multiple features.  It assists in focusing on vital projects, presentable in formats such as Lists, Boards, and Calendars for prioritization.

Additionally, the Project Management Template is designed to assist in:

• Organizing and displaying projects, whether they're critical milestones or specific stages in an initiative, classified by factors like status, significance, or team.
• Managing and refining sequences of processes, from product creation to client service handling, by contemplating resources and tracking project progression.
• Enabling collaboration between different groups, like sales and development or HR and marketing, during the planning, delegation, and achievement of projects.

Rather than spending countless hours trying to find the perfect team configuration, this customized project management template can be seamlessly integrated into your existing operations. Just implement the template, input your data, and you'll be on your way to improved productivity.

How to Create a Task Dashboard?

Understanding the basics, let's follow the steps to construct an effective project dashboard:

Step 1: Choose a Proper Template

First, pick a task dashboard platform that works for you. Above are our default templates that serve as great assistants in the software development process. Start a new project on it and give it a catchy name that clearly describes what it's about. Be sure to define your project goals in a clear, measurable way. Then, either choose a pre-made template that suits your needs or get creative and design a custom dashboard that matches your project's vibe.

Step 2: Automate your Elements from Projects

Next, the system will automate your completed essential elements to your dashboard, like progress trackers, task lists, and alerts that warn you about potential issues. This gives you a clear picture of how your project is moving along.

Customize your dashboard modules to reflect your project's key performance indicators (KPIs) and objectives. Opt for platforms that allow you to adjust fields to fit your specific needs. You could add more elements from the 'My Work' Template as shown above.

This step is crucial! You need to be able to see where your project stands at a glance. So, use platforms that provide real-time risk warnings, allowing you to adapt your strategy and avoid project roadblocks before they happen.

Step 3: Check your Real-Time Progress

Time to put your detective hat on! Customize your project dashboard to keep a close eye on your project's progress and spot any potential roadblocks. Use tools like Road Maps or visual aids to get a clear picture of things.

Gantt Charts are a super helpful visual tool - they're like a timeline map of your entire project, making it easy to understand what's going on.

Use analytics tools to track tasks that are lagging behind schedule or where resources are being stretched too thin. Regularly updating and analyzing these progress metrics helps managers and team leaders stay ahead of trends and potential bottlenecks.

Step 4: Focus on Current Milestones

Make your project dashboard all about those important milestones! Use tools like milestone tracking features and deadline countdown timers.

This keeps everyone focused on what matters most and makes those big steps forward really clear.

Project leaders and team managers can set up real-time notifications on their dashboards to make sure everyone's staying on the same timeline.

And remember, a good Gantt Chart is like a superhero for project management. It gives team leaders an easy way to see the entire project timeline, keep track of those crucial milestones, and make sure everything runs smoothly.

Step 5: Monitor Potential Risk Factors

Time to be extra cautious! Your project dashboard should be designed to help you identify and manage high-risk factors. Use features like sorting options and color highlighting to draw attention to complex or important tasks. You could track bugs that need to be fixed depending on their priorities and discover what are the remaining problems.

Create sections specifically for monitoring these urgent issues - that's proactive risk management in action!

Use labels and filters to efficiently sort and keep track of risks across different projects.

Remember to keep your risk evaluation processes up-to-date with regular updates. This ensures your dashboard accurately reflects the situation and helps you catch potential problems early on. This is essential to avoid unexpected roadblocks or challenges in your projects.

Step 6: Choose the Right Graph

Choosing the right way to present your project data is key. Think about what kind of graphs work best for your important performance metrics:

• Bar graphs:  Perfect for showing trends
• Pie charts:  Great for representing proportions
• Line graphs:  Show how things change over time
• Tables and gauges:  Provide detailed and concise information

Gantt charts are awesome because they combine all these elements, giving you an interactive view of your project's timeline, tasks, and progress.

Remember, don't go overboard with chart types! Keep it simple and clear so your dashboard is easy to use and helps you make decisions quickly.

Step 7: Fit your Data

To make your dashboard data really impactful, it needs to be put into the right context.

Connect your data to your project or organizational goals. Use reference points, compare current stats to historical records, and track your progress against set timelines. Gantt charts have great visual tools and adjustable subtasks to help you show important data and make your project timeline interactive.

Make sure your dashboard instantly shows the importance of your data. You can use things like:

• Descriptive narratives
• Comparative analyses
• Trend indicators

Real-time updates and benchmark comparisons make this easy!

And don't forget the power of storytelling! Guide users through your data in a way that's engaging and logical, making it easier for them to understand and interact with the information.

Step 8: Improve your Board with More Info

Choose a dashboard tool that makes it easy to organize your data visualizations and tables. Things like drag-and-drop features are super helpful!

Design a user interface that puts important information front and center. Make sure it's easy to find and access.

Create a responsive layout so your dashboard looks great on all devices, from tablets to smartphones. This means your team can access crucial data anytime, anywhere.

Step 9: More and Better Inputs

Almost there! It's time to get feedback from stakeholders, colleagues, and anyone else who uses your dashboard. This helps you identify areas for improvement, potential new features, or anything that might be causing confusion.

Actively seek and incorporate this feedback to make your dashboard even better!

A good tip is to have a structured feedback process, like surveys or discussion sessions. You'll get valuable insights into the dashboard's user-friendliness, coherence, and overall effectiveness.

Step 10: Evaluate and Update your Task Dashboard

Just like any system, your dashboard needs maintenance. After you launch it, schedule routine evaluations and refinements to make sure it's working well.

Your project's needs may change over time, so you might need to adjust the scope or focus of your tasks, or there could be changes in team roles.

Don't just focus on updates. Organize training sessions for your team to help them understand how to use the dashboard effectively.

By keeping your team informed and up-to-date, you'll make your dashboard even more valuable for managing projects and boosting productivity.

Enhance Your Skills in Managing Task Dashboards

Effectively managing your task dashboard can pose a challenge. While professionals might handle the setup best implementing strategies can enhance its effectiveness;

1. Show Appreciation for Your Team: It's vital to recognize that everyone works differently and values acknowledgment. Celebrating team successes and addressing obstacles contribute to a work environment.

2. Align with Company Goals: Regularly assess your task dashboard. Make adjustments to align with your organization's objectives. Using a project management tool that offers real-time updates promotes clarity and supports team development.

3. Embrace Flexibility and Adaptability: Remember, your task dashboard is not set in stone. Keep it current to adapt to evolving project requirements and team progress. Utilizing tools like Gantt charts can help navigate through changes.

4. Empower Your Team through Training: Provide your team with the skills and resources to excel in utilizing the task dashboard.

5. Prioritize Data Security: Ensure that sensitive information is only accessible to authorized individuals while emphasizing collaboration for data protection.

6. Maintain Accurate and Up-to-date Data: Avoid misinterpretations of data by verifying and organizing it regularly.

Choosing the Right Task Dashboard

Many people have expressed dissatisfaction, with their software purchases. Therefore it's essential to choose a task dashboard that's user-friendly, adaptable, and can grow with your business before committing.

Leiga stands out by prioritizing real-time updates and understanding your team's requirements. It specializes in project monitoring, issue detection, and automated alerts. These features work together to offer a project management solution.

The Gantt chart functionality helps in tracking project progress over time, which is especially useful for planning particularly, with complex tasks. Explore firsthand how Leiga stacks up against project management tools. You might find a favorite!

Task Dashboard: Your Project Management Powerhouse

1. how to build an effective task dashboard.

The key to building an efficient task dashboard lies in selecting reliable software and launching a new project within it. Equip your dashboard with essential features like Gantt charts (for visualizing project timelines), detailed task lists, and alerts for time-sensitive issues. This allows you to have a comprehensive overview of your project's progress.

Always keep your immediate goals in mind, and choose appropriate graphics to accurately reflect your KPIs. Design user-friendly dashboard components and perform regular checks and modifications to ensure they remain relevant.

2. What's Inside a Task Dashboard?

A standard task dashboard typically includes progress trackers, task lists, risk assessment tools, and mechanisms for monitoring key performance indicators. Tracking key milestones, setting deadline reminders, and using intuitive charts are also essential.

Highlighting critical or high-risk activities, along with using categorization aids and color-coding schemes, can enhance functionality. The design should be user-centric and highlight key information.

3. What are the Benefits of Using a Task Dashboard?

Task dashboards are essential for streamlining project management by providing a clear overview of a project's progress. They help you track goals and assignments, and identify potential problems early on.

Task dashboards promote team collaboration and communication via centralized project tracking, ensuring key project information is readily accessible. They also simplify data-driven decision-making with a user-friendly interface. With a task dashboard, you can manage resources more efficiently and achieve project success with greater ease.

If you want to learn more about agile development , check out our weekly updated blogs for free tips and advice from experts.

• Streamline Your Workflow with Leiga
• Effortlessly automate tasks
• Boost productivity with AI insights
• Free forever — elevate project management

Related Articles

5 essential steps for change management in projects, 10 best free project management softwares in 2024, efficiency overload: strategies for successfully handling multiple projects.

@2024 Leiga

• Human Resources
• Get Started Now
• Sign Up for Free

• Task Management

Organize your team with a task management dashboard

Organizing teams and consistently completing tasks on time throughout an organization cross-functionally is one of the most daunting tasks that managers face, but it’s also one that’s much more achievable with a task management dashboard.

Unfortunately, most managers aren’t currently using one of these dashboards. In fact, one quarter of project managers report that they don’t use software dedicated to project communication and completion, partly because of the hurdles they’d have to jump through to implement it.

While the implementation of such tools can be daunting, it doesn’t have to be. We’ll walk you through how to set up a task management board easily.

Create a task management dashboard using Jotform Tables and Report Builder

You can use tools like Jotform Tables and Report Builder to display digital workflows in an easy-to-understand dashboard in just a few minutes.

• Jotform Tables

Jotform Tables was built to collect data, facilitate communication between team members, and automate repetitive tasks like data entry and updates — all of which are critical for effective task management.

The best part is that you don’t have to start from scratch. There are over 290 templates you can choose from, like this employee task list that acts as an excellent base for a task management dashboard.

This template organizes tasks by row and uses columns to designate a single owner for each task, display each task’s status and due date, and include any relevant notes.

Each column is customizable, and you can add or delete columns to build the task management tool that works best for you.

Once you’ve selected this template, you can input team members, tasks, and deadlines and then start working with the template to easily display the status of each project.

The Status column, highlighted in the screenshot below, is one of the most critical parts of the Jotform dashboard. You can set this column to automatically change as team members complete or move specific items throughout a workflow, meaning that you never need another update meeting.

You can also expand each task to showcase more information about it and include notes for team members to communicate with one another.

You can use this template to keep track of your team, including key information like contact data, team assignments, titles, and more. 

To use Jotform as a ticketing system, team members, employees, or customers can submit tasks using the employee task assignment form linked to the table.

Below is an example that allows the person filling out the template to create new tasks in various stages and assign them to relevant team members.

For a big picture view of whether your team is on track, use the Jotform Report Builder to visualize progress.

Jotform Report Builder

So you’re in charge of managing your team’s tasks. How’s it going? This simple question often has a complex answer, but you can communicate it without a single status update meeting by using visualized charts from the Jotform Report Builder .

Within your Jotform table, you can create a new report view that auto-generates visualizations of data within that table. Here’s an example:

You’ll be able to quickly see how many of your tasks are currently in specific stages, how the workload is distributed among team members, how many tasks have been completed within a given time frame, and much more.

You can publish these reports publicly or privately, so you can share them with the world or just a select group of people. Invite people to view your report directly via email or send them a live URL with real-time data.

Get your team organized with Jotform

Getting started with a task management dashboard is as easy as opening up a Jotform table template and customizing it for your workflow.

Our tables allow your teams to seamlessly collect data or ticketing requests, communicate with other team members cross-functionally, and share your success with stakeholders using automatically generated reports that are beautiful to look at and easy to understand.

Thank you for helping improve the Jotform Blog. 🎉

RECOMMENDED ARTICLES

Task Management: A Beginner’s Guide

The best work order software options for any business

Top 3 enterprise task management solutions

Top 5 task management tips to improve productivity

Best workload management tools for teams

How to Prioritize Tasks

How to manage team tasks

How to delegate tasks effectively

Top 6 task management software tools for productive teams

Send Comment :

Secure Task Management for Teams

Secure and compliant

Happy teams worldwide, editor's choice ios app store, 4.7 stars google play store, the need for task management.

Task management is the link between planning to do something and getting it done. Your task management software should provide an overview of work in progress that enables tracking from conception to completion. Enter MeisterTask: join teams everywhere who use our Kanban-style project boards to digitalize workflows and gain a clear overview of task progress. Let's get organized together!

Get to Know Task Management

Talk to a Productivity Expert.

Good work doesn’t need to be hard work. Task management removes the stress from organization, helping your team focus on what matters. Book a free consultation with a Meister productivity expert – you’ll soon get your team’s tasks in order.

Task Management with MeisterTask

Whether you're managing your next big project or digitalizing task management for your team's daily business, you need to know who’s doing what, when. MeisterTask helps you manage tasks in a beautiful, customizable environment that perfectly adapts to your needs.

Join millions of happy users

Schedule. synchronize. streamline..

MeisterTask's Gantt-style Timeline feature helps project managers drive efficiency and keep their teams aligned. Assign and schedule tasks in calendar view to locate bottlenecks easily and ensure deadlines are kept.

Automations

Let MeisterTask save you time — automate repeating steps in your task management workflow to increase efficiency and consistency.

Time Tracking

Keep productivity high and deadlines in sight with our built-in time tracker. Export data to assist with team calculations and projections.

Recurring Tasks

Performing the same task regularly? Don’t start from scratch each time! Instead, set up a template for a recurring task.

Insights Into Your Team's Productivity

Add a statistics-driven dimension to your project and task management. With insights into productivity, workload and much more, MeisterTask Reports provide a clear overview of project status and help you take action early.

It’s Made for You.

Learn From Successful Teams Worldwide.

Manufacturing

Public Sector

What’s better than task management software that can modernize outdated processes, reduce meetings and cut email traffic? That’s right. A GDPR-compliant tool that does it while keeping team data safe.

Digital transformation in a bank needs patience… and the right tools. MeisterTask helps us turn our vision into reality.

Sebastian Kraft

Head of Organizational Development, Volksbank Raiffeisenbank Würzburg

You’re (probably) not building rockets… so why turn processes into rocket science? If you have a manufacturing team, MeisterTask means high quality, quick turnarounds and reduced operating costs.

It’s a tool for everything. We use MeisterTask for projects, Monday meetings, shop floor management and much more.

Torsten Schlegel

Process Coordinator, Ritter Sport

Long meetings. Endless committee discussions. No action. Sounds like your day-to-day work? End the frustration and keep things moving with MeisterTask – the fastest route from to-do to done.

It no longer requires 10 or 12, but only four steps to set up a project and get everybody on board. MeisterTask is our single source of truth when it comes to task management.

Megan Morrissey

911 Specialist, Palm Beach County

Keeping task management simple makes it accessible for everyone. Any team can get their projects and daily business in order. Ready to turn those to-dos into to-dones? Get the MeisterTask effect today.

We call it “The MeisterTask Effect.” The tool gives me back an hour of my time every day.

Holger Lehmann

Head of Consulting, processline

Protecting Your Intellectual Property

At Meister, we take privacy and security for task management seriously. MeisterTask is a Trusted Cloud certified service and fully EU-GDPR compliant. All our apps are hosted in the European Union in ISO 27001 certified data centers in Frankfurt, Germany. Other top-level security features include standard 256-bit SSL encryption, two-factor authentication and granular in-app permissions.

Our Mobile Apps

Download our native apps to manage projects and tasks wherever you are. MeisterTask on mobile supports real-time collaboration, offline functionality and more.

Task Management Software for an Agile Future

Productive. Efficient. On time. Task management software helps you guide tasks effortlessly from to-do, to doing, to done. Bring order to your team’s daily business and create future-proof workflows with MeisterTask.

Going agile is a big step for your team – you need the perfect task management software for the job. MeisterTask has the features and the flexibility to support rapid, customer-focused workflows for your team. Take control of project cost, time and scope with MeisterTask.

Can’t find a task management software that enables your team to work just as well remotely as in the office? With MeisterTask, you'll ensure workflows are seamless and productivity stays high: whatever your team does, wherever they do it.

Inefficient team collaboration and email overload can destroy your team’s productivity and cost you money… but they don’t have to. Digital task management software helps align your team and boost transparency. Get more done with MeisterTask!

Your Questions, Answered.

Task management.

Task management is the structured, digitalized processing of tasks using a dedicated software. MeisterTask is an excellent example, but many others do exist.

Task Management Software?

Task management software can help you visualize what needs to be done, when. It shows you who is responsible for a task, when it is due, and much more.

Kanban boards are visualizations of projects and feature in many task management tools. Tasks begin on the left of the board and move towards the right as they are worked on.

Waterfall/Agile Project Management?

The two most popular project management methodologies. Waterfall is the traditional, linear way of managing tasks, while agile tools like MeisterTask use a more flexible iterative approach.

The Reason You Need Task Management Software?

Online task management software helps you work efficiently and consistently. Long term, you and your team will be able to get more done and improve your standard of work.

The Key Benefit of MeisterTask?

Everyone uses task management software differently. We find that our users enjoy better organization, smoother collaboration and improved communication with MeisterTask.

Get Productive. Get MeisterTask.

How to Set Up a Project Management Dashboard in Smartsheet

By Kate Eby | July 21, 2016

• Share on Facebook
• Share on LinkedIn

Link copied

To show project progress or data at a high level, many companies choose to create a project management dashboard, a visual representation of key metrics, status updates, task priority, resource allocation, and relevant documentation. This dashboard has two main functions: to aggregate and organizes key pieces of project data from multiple teams and to serve as a digest that helps teams relay important project information.

This article will discuss a dashboard's use and functionality  and dive into why your team may need a project management dashboard for your next project . We've also included step-by-step instructions for creating a comprehensive PM dashboard in Smartsheet , a collaborative work execution platform.

What Is a Project Management Dashboard?

A dashboard is a high-level visualization of work being done. You can create a dashboard to review key statistics, build cross-departmental reports, or track big-picture status over time.

Dashboards provide an easy-to-read way to process important values and metrics and compare statistics. They’re also a key player in Agile project management because they allow teams to clearly see progress and react accordingly. Dashboards can help teams anticipate roadblocks, and adapt quickly and efficiently to achieve their goals.

Project management dashboards are helpful for managing projects with multiple parts. Plus, project management dashboards retain the core elements of a typical dashboard - a visual, high-level overview - but are ideal for keeping track of several teams, moving deadlines, upcoming challenges and tasks, and overall project trajectory and progress. When creating a project management dashboard, you’ll likely pull data from several spreadsheets, timelines, and resources to create a comprehensive information hub. Ultimately, aggregating all of these key data points into one dashboard enables project managers to both manage the work and showcase status to internal and external stakeholders.

Simple, powerful project management with Smartsheet. See for yourself.

Smartsheet is a cloud-based platform that allows teams and organizations to plan, manage, and report on projects, helping you move faster and achieve more. See Smartsheet in action.  

Watch a free demo

Why Create a Project Management Dashboard?

Project management dashboards stemmed from a common need to deliver vital project information in a snapshot view. The most primitive dashboards highlight a few key metrics, but there are now many easy ways to weave in more complex data - even written information and images. 

While you can certainly design a project management dashboard from scratch, there are many online tools that will save setup time so you can focus on guiding the project. For example, using a free dashboard template in Excel will help get you started quickly. In this list, you can find templates for a simple project management dashboard, a metrics dashboard, a project portfolio, and more. Each of these templates is easy to use and can apply to a multitude of different project types, from a product release to a construction project. 

Make sure to choose the template that best suits and enhances your project management style. If used correctly, a dashboard can be a key component of your Agile project planning - it should help your team save time, identify setbacks early, and track performance. Whichever template you choose, a project management dashboard will hopefully increase efficiency by providing easy-to-understand, high-level reporting.

Discover a Powerful Project Management Dashboard in Smartsheet

Smartsheet is an enterprise work management platform that fundamentally changes the way teams, leaders, and businesses get work done. Over 70,000 brands and millions of information workers trust Smartsheet as the best way to plan, track, automate, and report on work. 

The configurable, widget-driven dashboards in Smartsheet enable business users to highlight the information that’s most relevant to their business - without the need for technical support. Know the status of your projects at a glance, gain insights, and accelerate your team’s innovation all in one platform.

Let’s take a look at how you can get started building a project management dashboard with Smartsheet dashboards.

How to Set Up a Dashboard in Smartsheet

Step 1: Compile your data in sheets or reports

In order to create a dashboard in Smartsheet, you’ll need to fill other Smartsheet workspaces with data so you can pull it into your dashboard. You’ll also need to make sure that your sheets or reports are set up correctly. They should already display the results or totals that you want to surface in your dashboard. Key metrics need to be calculated directly in the source sheet or report, as the dashboard will simply pull these data points together. 

In this example, we’re going to create a dashbaord to monitor the status and tasks of a store opening project. This project management dashboard will give a us an easy-to-read, highly visual way to view the top-level data points and progress updates of our ongoing project. 

Step 2: Create your Dashboard

• To get started in Smartsheet dashboards, navigate to the + icon in Smartsheet and click Create .
• Select Dashboard from the list.

3. Name your dashboard. We’ll call ours Store Opening Dashboard. Click OK .  

When you first open your dashboard, it will be a blank canvas. Smartsheet gives you full flexibility to create the dashbaord that best displays the information you want, so you’ll have to build your dashboard from the ground up.

Step 3: Build your dashboard with Widgets

• You’ll build your dashboard by adding Widgets , or interactive boxes of information designed to display key results, metrics, or other data points. Once created, widgets will look like tiles on your dashboard.
• Click +Add Widget at the top of your dashboard.  
• Metric and Sheet Data are used to surface specific data points from a sheet into your dashboard.
• Shortcut and Shortcut List widgets allow you to insert a URL into your dashboard , or link to other Smartsheet workspaces (sheets, reports, etc.).
• Use the Rich Text widget to create text boxes. This is useful for adding titles, instructions, or calling out certain met goals.
• The Report widget lets you display an entire report in your dashboard. A report acts like a high-level filter, and is great way to show summary information across multiple sheets.
• Finally, the Image widget allows you to insert an image directly into your dashboard .

4. Add Widgets

A. Add a Rich Text Widget

1. Select the Rich Text widget and add text to the field. You can adjust your text size and font, and play with colors and alignment directly in the widget - similar to the formatting functionality you would have in other text edit programs. 

2. Click Done .  3. The newly created text widget will land on your dashboard canvas. You can move the widget around using drag and drop, or click and drag the widget’s corner to change the size. However, the best practice is to wait to adjust the size and layout of your widgets until you’ve created all of them.

B. Add a Metric Widget

1. Click +Add Widget again, and select the Metric widget to display key values or metrics from the underlying sheet.

2. Click the Add Data button in the upper left hand corner. 

3. Search for your desired sheet, or scroll through all the available sheets and reports and select which one to pull data from. 

4. Select the cell value or values you want to display in your dashboard , then click OK

*Your widget will now display these cells. It will create a default label based on the original column name, but you can re-label the cells by clicking into the label field. You can also create a title for the widget by checking the Display Title box and renaming the default title. You still have the full range of customizable options, so you can modify color, text size, alignment, etc. 

5. Click Advanced Options in the top right-hand corner to create a clickable action for the widget.

6. Select the correct interaction from the options in the dropdown list:

• Open the source sheet - this will link to the sheet that the Metric data is pulling from
• Go to a URL… - link to any URL
• Open a Smartsheet item - links to a different Smartsheet workspace

7. Click OK .

8. Click Done when you are finished editing your widget, and you’ll see it displayed on your dashboard .

D. Add Shortcut Widgets

1. Shortcut Widgets will allow you create clickable links in your dashboard . 

2. Click Add Shortcut … in the top left-hand corner. 

*Now you have the option to link a URL, attach a live link to a file, or connect to another Smartsheet workspace. 

3. In this example, we’ll link to two Smartsheet workspaces - a Contractor Performance dashboard as well as a Financial Performance dashboard. Scroll through the available Smartsheet items, or search for the one(s) you want. Click OK

4. The widget will pull these links into your widget in a list format with an icon. Change the default labels, text size and font, etc. to your visual preferences. 

5. Click Done .

E. Create a Report widget

1. Click +Add Widget and select Report , which will surface an entire Smartsheet report - a high-level filter that allows you to view key insights into progress, data, or other work being done in Smartsheet. 

2. Click   Select Report in the upper left-hand corner. 

3. Scroll through the available Smartsheet items and select the report you want to pull from. In this example, we’ll select the Retrofit Phase Report . Click OK

4. Once you’ve created the widget, you can choose to keep or remove original formatting from the report, or add a title. Just like the Metric widget, you can click Edit Interaction to give the widget a clickable property. 

5. Click Done to drop your Report widget directly into your dashboard , and use drag and drop to adjust the size and orientation of your widgets. 

F. Add Image Widget

• Select the Image widget from the widget options.
• Select Insert Image in the top left-hand corner. You can now attach an image from your computer, or from one of several cloud services. 

G. Add More Widgets

• If you want to add a similar widget to one you’ve already made, click the Plus icon. This is the Clone Widget button and will create a copy of the existing widget. Now, you can simply swap out the specific data point for another one you want to surface on your dashboard .
• Repeat these steps to include as many widgets as you would like to display in your dashboard.  

This completed project management dashboard  gives the project manager and other important stakeholders a clear, visual overview of the store opening project. The dashboard acts as an aggregate of all related tasks, project metrics, and status reports, so that team members can gain valuable insight into project progress at a glance. 

Additionally, the data displayed in the dashboard is live, meaning that it will automatically update when data in the underlying sheets change. This ensures that all information is up-to-date so that the dashboard  can give an accurate status update of all top-level data. 

Step 4: Share your dashboard

1. Select the Sharing button at the bottom of the page to share your dashboard with other team members.

2. Add the names of the people you want to share your dashboard to, and adjust their permission level. Admin permissions allow collaborators to edit the dashboard , while Viewer permissions only allow users to consume the information in a dashboard . 

3. Add an optional personal message, and click Share D ashboard.

Follow the above steps to create a visual information hub to help you manage your project and track progress at a glance. A project management dashboard can be extremely useful for project managers of any project style or size. Remember, dashboard gives you the flexibility to curate and highlight the specific data types you want to surface, so you can manage your work your way. 

Smartsheet Templates for Project Management

From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity -- empowering you to get more done. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

Discover a better way to streamline workflows and eliminate silos for good.

• Integrations
• Getting Started
• Help Center
• Productivity Methods + Quiz
• Inspiration Hub

Organize your work and life, finally.

Simplify life for both you and your team. The world’s #1 task manager and to-do list app.

“Simple, straightforward, and super powerful”

“Simply a joy to use”

“The best to-do list app on the market”

“Nothing short of stellar”

Clear your mind

The fastest way to get tasks out of your head.

Type just about anything into the task field and Todoist’s one-of-its-kind natural language recognition will instantly fill your to-do list.

Focus on what’s important

Reach that mental clarity you’ve been longing for.

Your tasks are automatically sorted into Today, Upcoming, and custom filter views to help you prioritize your most important work.

You reached #TodoistZero!

Organize your teamwork, too

Where all your tasks can finally coexist.

Give your team a shared space to collaborate and stay on top of it all – alongside but separate from your personal tasks and projects.

My Projects

Appointments

Website Update

Product Roadmap

Meeting Agenda

“Todoist makes it easy to go as simple or as complex as you want”

– The Verge

Explore all Todoist has to offer

Template gallery

Productivity quiz

Extension gallery

Inspiration hub

Small & Medium Business

Be released from the day-to-day

Start-Ups & Software

Find fit & grow your team

Board meetings

Run board meetings with ease.

Plans & roadmaps

Build organization or team plans.

Strategic alignment

Align leaders and teams.

Performance intelligence

AI powered performance intelligence.

Operating efficiency

Simplify, focus, and automate.

Business transformation

Run business improvement programs.

People development

Data driven people development.

Write plans, procedures, notes, or policies.

Use AI to build smart goals & OKRs.

Your vision masterplan.

Run projects, oragnize tasks across teams.

Align the operating rhythm, run effective meetings.

Diagnostics

Find growth gaps across the business.

Build scorecards, visualize performance.

Why partner?

Easier advisory with a demonstrable ROI

Become a partner

Become a fractal Chief of Staff.

ROI Calculator

See the ROI in our program.

GET CERTIFIED

Advisor Certifications

Be recognized as a strategic leader.

Platform specialist

Implement agile leadership practices.

CX Consultant

Lead sales, marketing, & service strategy.

EX Consultant

Lead people & culture strategy.

Business consultant

Lead business planning & strategy.

Leadership coach

Lead executive coaching.

Certified advisor

Fractal Chief of Staff, COO, or Strategic Advisor.

Help centre

Help and knowledge articles.

Waymaker Academy

Grow your skills.

Leadership articles.

Events & webinars

Join a masterclass.

Download resources.

Listen, learn, connect.

Product overview

3 Ways to build a better business.

Diagnose gaps, roadmap, goals & more

Watch a demo

Watch a detailed overview of Waymaker.io

For start ups & small business

Every essential step to grow

For scaling & enterprise business

Release your team to scale your business

For coaches & consultants

Become a high value advisor as a Waymaker partner

Playbooks for growth

On demand playbooks in Waymaker Academy

License types, prices and start a free trial

START MY FREE TRIAL

Lead and deliver

Get certified + free courses & playbooks

Waymaker's Leadership Curve

The framework overview

News & articles

Listen to leaders

eBooks & Webinars

Learn with our eBooks & Webinars

Get started, learn & find help

WATCH A DEMO

Build a better business with Waymaker partnership

How to partner

3 steps to a better coaching & consulting business

Get Certified

Become a Waymaker Certified Advisor

High Growth Advisor Program

Scale your advisory

Grow your partner business

Access free & paid services to grow your business

Model your partner ROI

Use our ROI calculator

SPEAK WITH OUR TEAM

About Waymaker

Join our team?

APPLY FOR A ROLE

Build a scaleable business & leadership advisory business.

Discover Waymaker partnership.

Become a Waymaker Partner

Scale your coaching & consulting.

Free courses and playbooks for Waymaker partners.

Be recognized for leadership.

Platform Specialist

For agile & business coaches.

For sales and marketing consultants.

For HR consultants and coaches.

Business Consultant

For strategic business coaches & consultants.

Leadership Coach

For executive and leadership coaches.

Certified Advisor

For recognized experts in leadership and strategy.

Bite sized brilliance to grow your business.

Leadership Blog

Podcast | leadership torque.

Helping you make business improvement, business as usual.

Learn with our downloadable eBooks.

Merch & Resources to help you achieve more by doing less.

Free courses and playbooks.

Leadership software

What is leadership software?

Waymaker Leadership Curve

A framework overview.

Get started, learn & find the help you need.

Platform features

Waymaker's intelligent platform includes goals (OKRs), roadmaps, meetings, tasks, and dashboards.

Diagnose growth gaps.

Create goals and OKRs.

Create roadmaps of goals.

Tasks, task automation, and task templates.

Automate meetings and minutes.

Build scorecards, view goal and task dashboards.

Professional services

Increase profits, reduce chaos.

Property & Development

Streamline & reduce risk.

Software & Technology

Align everyone, outperform growth

Small business

Work on your business, not in it.

WAYMAKER LEADERSHIP BLOG

• Waymaker release 22.4.9, how to do task automation, create taskboard templates, and view taskboard dashboards

by Stuart Leo | Dec 18, 2022

Task automation

Taskboard templates, perpetual templates, taskboard dashboards.

• You may also like...

Get started

Waymaker Taskboards are now even more intelligent & insightful than ever before.

Hitting goals and delivering outcomes is easier than ever with task automation, Taskboard templates, and Taskboard Dashboards.

Task automation enables task users to set a rule on a task to change status based on conditions met.

Taskboard templates allow you to create and save a taskboard of tasks, including task automations, content, and assignment to then apply those tasks into any other taskboard.

Taskboard dashboards allow members to quickly see relevant insights on task execution within that taskboard.

Who doesn’t love the feeling of getting a task list done.

With the introduction of task automation by status, time, and activity, you can now set relationships between tasks to trigger task actions.

Using time-based task automation enables a task to start (move to in-progress) after the completion of a specific number of days.

For example, 30 days after a new team member starts schedule a check-in to make sure the onboarding program is going as planned as you execute your employee experience strategy.

Using status-based task automation enables a task to start when a related task completes.

For example, you are rolling out a new marketing campaign and on concept approval from your line manager you mark this task as complete and the next task in your standard operating process for a marketing campaign moves to in-progress and is assigned to your digital advertising manager.

Using activity-based task automation enables a task to start when a related task’s owner completes all checklist items.

Waymaker tasks include checklists. These are lists on the tasks that are reminders to complete when doing the task. A checklist item might be a step with instructions or even a link to a file to update, or link to another webpage such as a knowledgebase article.

For example, a finance manager is completing an end of month accounting workflow which includes a set of checklist steps to reconcile, journal, and close off accounts. These action items are checklists on the task and when the final checklist item is market complete, the task is automatically marked complete.

If, in the above scenario, there was a status-based task automation on the task that was just completed, then it would action on task completion, creating and assigning the next task to whomever is set as responsible.

As you can see, if you start to apply and connect task automations, the opportunities are endless to execute tasks faster and easier.

Now that you can build intelligent task automation to execute more outcomes, more easily, it makes sense that you’ll want to save your task plan as a template to use again and again by yourself or by others.

That’s why we’ve built Taskboard templates.

Read more on our knowledgebase here: https://waymaker.zendesk.com/hc/en-us/articles/13475748051353-Task-automation

Taskboard templates enable you to save a taskboard as a template and allow yourself or others to apply that template with all its content, checklists, assignments, and automations in to another taskboard.

When saving the existing taskboard to become a template taskboard you will be prompted to name the new taskboard and choose who the members of the template will be.

In fact, you can even customize the background color or image. Choose from our range of inspirational images, or upload your own to give this Taskboard it’s own personality.

Membership to a Taskboard template means that user can see the template in their template library. If you’re the Taskboard owner, you can choose to add members by user, or by team.

There are several useful applications of this.

Project templates

Create a best practice project template and save it as a template for others in your team or the entire company to access and use. The tasks might include detailed descriptions, checklists, links, automations, and assignments to people.

Standard operating processes

Create standard operating processes as task templates and allow users to access the template and deploy to any of their Taskboards.

For example, an annual leave application process. Create the steps to plan, apply, and confirm annual leave. A user can add the template of tasks to their personal task board and action accordingly.

Product launch

Another example could be a product launch. Hit every deadline and set up the product launch goal with your best practice product launch sequence of tasks, task automations, assignments, and pre-written content.

Task templates enable you to make best practice actionable with ease.

Taskboard templates are perpetual. What this means is that any number of taskboard templates can be applied in to a single taskboard any number of times.

Too often (in other software tools) a template is a one-time use. Choose your template and then create your task list, workspace, or board. However, once you’ve done this once, any new task creation must be manual.

Not in Waymaker. Perpetual templates mean you can apply or reapply any template into the same Taskboard as many times as you like!  

How does this help?

Let’s imagine you lead the marketing team. You run a weekly marketing team WIP in Waymaker Meetings to ensure that your team is on track to hit their goals every quarter.

In the Waymaker Meeting type you’ve created you have linked in your marketing team’s Taskboard for collaborative team execution.

At the start of each quarter there is a set of tasks to plan, brief, execute, optimize, and deliver campaigns.

Now, when the next quarter comes around and the next campaign is due, any member can click the template library icon, select the marketing campaign template, and a whole new set of the pre-organized tasks are deployed into the same Taskboard.

Now, with Waymaker Taskboard templates you can deploy best practice tasks, anytime.

In addition, let’s image the marketing team are executing a website rebuild. The team leader clicks on the template library icon, chooses the website build template, and deploys all the tasks (with their content and automations) into the marketing team’s Taskboard.

That’s the power of a perpetual templates. Any template, into any Taskboard, any number of times.

It is likely you’ll want to update templates over time as you continuously improve your execution.

If you need to update a template, simply go to the template library on your Tasks homepage, open the templated Taskboard and make the edits. They are automatically saved and ready for use in the next deployment. In addition, any updates are tracked as system notifications on the Taskboard chat channel ensuring any updates have an audit trail for security.  

Continuous improvement on perpetual templates! That’s performance intelligence!

Of course, now that you and your team are doing even better work, it’s time to share that with your colleagues.

Read more on our knowledgebase here: https://waymaker.zendesk.com/hc/en-us/articles/13487718641817-Task-taskboard-templates

If you or your team are doing important work, it’s important you can see intelligent insights to improve the work.

Our new Taskboard dashboards are accessible as a native, pre-built dashboard on the Taskboard menu.

The native Taskboard dashboard is embedded on the Taskboard menu within the Taskboard you are working within.

If you have access to the Taskboard, you can see the Dashboard.

Click the Dashboard icon and you will instantly see the native dashboard. It looks like this.

Read more on our knowledgebase here: https://waymaker.zendesk.com/hc/en-us/articles/13492424716441-Taskboard-dashboards

In addition to our Taskboard dashboards, users still have access to the Taskboard Gantt Chart feature which will instantly display a timeline of tasks as scheduled by start and end date within the taskboard.

The Gantt Chart is ideal for tacking projects and collaboration.

At Waymaker we exist to help leaders and teams build a better business by connecting business critical data with the person who can effect change.

With task automations, task templates, and task dashboards leaders and their teams are equipped and empowered to achieve more, while doing less.

You may also like…

AI playbooks accelerate business efficiency in Waymaker

We’re pleased to announce a major generative AI Playbooks update to Waymaker. Playbooks empower C-Suite leaders and...

Streamline Your Workflow with New Folder Functionality in Waymaker.io

We're excited to introduce folders, a new feature that will transform the way you organize your content across...

Introducing the People module: AI powered role descriptions, automated org charts, and powerful performance alignment.

The Waymaker People module makes it easy to plan roles, align performance metrics and build world class role...

Performance intelligence software for holding plans, people, and performance accountable. Achieve up to 77% better goal performance with Waymaker.io

Task management in Microsoft 365

Easily manage tasks across Microsoft 365

Access and update your tasks as you work, no matter which app you’re using.

See your tasks where you work

Stay focused and productive wherever you go. See your tasks across your lists as you move between apps and devices.

Manage tasks and work with Microsoft 365

Stay on top of all your tasks

View all your tasks from Microsoft To Do and Microsoft Planner with Tasks in Microsoft Teams. Plus, create tasks from Teams messages and publish tasks from corporate to frontline workers.

Convert emails to tasks

Flag emails or drag them into the Microsoft To Do pane to create and manage tasks directly in Outlook for the web.

Focus on what matters

Keep track of individual tasks in Microsoft To Do using intelligent features to collect, prioritize, and accomplish what’s most important.

Get more work done as a team

Manage team tasks with Planner. Build Kanban boards, add content-rich tasks, get visual status, and collaborate within Planner or Tasks in Microsoft Teams.

Collaborate on shared Microsoft 365 documents

Use @mentions within comments in Word, Excel, and PowerPoint to create and assign tasks. 1  Receive an email notification when you’re assigned a task, see a preview of the document, and reply directly from Outlook.

Get the most out of task management in Microsoft 365

Manage all your tasks in Microsoft Teams

Bring together your individual tasks from Microsoft To Do and team tasks from Planner and manage them all in one place with Tasks in Microsoft Teams.

Align tasks from corporate to the frontline

Plan centrally, manage regionally, and execute locally—all with one task management tool that provides real-time visibility across all your frontline locations.

Choose the right tool for managing work

Determine the best tool for managing your work—Microsoft To Do, Planner, Tasks in Microsoft Teams, Microsoft Lists, or Microsoft Project—with our when-to-use guides.

Create tasks from flagged emails

Flag emails in Outlook for the web to add them as tasks in Microsoft To Do and manage them alongside your other tasks using features such as due dates, reminders, and My Day.

See tasks from Planner in Microsoft To Do

Automatically sync your Planner assignments to the dedicated "Assigned to you" list in To Do to manage all your individual tasks in one app.

Read more about task management

Organize your day from start to finish with task management, digital productivity tools to maximize your executive function skills, how task management software can help your teams transition to a hybrid workplace, using task management software to reduce wasted time.

Get best-in-class productivity and task management apps with intelligent cloud services that transform the way you work with Microsoft 365.

Talk with sales

Speak with a sales specialist to learn more. Available M-F 6 AM to 6 PM PT.

1-855-270-0615

• Chat with sales

A sales specialist can help answer your questions. Available M-F 6 AM to 6 PM PT.

Follow Microsoft 365

• Contact sales

Available M-F 6 AM to 6 PM PT.

• Contact sales
• Start free trial

Project dashboards

Powerful visual data about your projects.

• Track projects in real time with live data
• Monitor tasks, costs and teams with easy-to-read graphs
• Spot issues and keep projects on schedule

View task updates in real time, monitor key metrics and keep everything on track with project dashboards.

Total visibility

The dashboard automatically depicts project data in easy-to-read, colorful charts, so you get total transparency into projects.

Deliver results

With ProjectManager, you can spot issues before they become problems and leave your stakeholders impressed.

Get real-time dashboard tools

Our project dashboard feature provides you with real-time data and business intelligence from all your projects. Dashboard widgets let you monitor tasks, teams, costs, health and more.

• View progress and task status
• Monitor key metrics of all your projects
• Easy setup and customization

Get started

Track all your tasks in one view

The project dashboard updates instantly when tasks, teams and projects make progress, so you always know if you’re on track. Say goodbye to complex spreadsheets and manual reporting.

• Get instant updates on your team’s progress
• Stay on schedule and keep on target
• View team workload

View your team’s workload

Our dashboard’s workload widget gives you a window into each team member’s progress, so you can easily monitor how much work they have completed according to their schedule.

• Keep track with red, green and yellow color coding
• See the amount of time your team spends on tasks
• View variance between planned and actual progress

One view for your entire portfolio

With Overview Dashboards, you can group similar projects in your portfolio together to get a high-level view of them all in a single dashboard.

• Keep track of your portfolio from a single dashboard
• Quickly see which projects are ahead or behind
• Dig deeper into individual projects for more detail

Dashboard tools for busy managers

Custom filters.

Create filters for your dashboards to see what you need.

Print out hardcopies and distribute to stakeholders.

Program dashboards

Create program dashboards that collect specific projects.

Custom colors

Choose the look that suits you and your analysis.

Track all views

All views feed into the project dashboard.

Instant set up

No set up required. Works immediately for your project.

Expandable tiles

Expand specific metrics to look closer at the data.

Shareable dashboards

Share your dashboard with anyone on the team for alignment.

Key features of our project dashboards

Get a dashboard overview.

See the overall health of your project in one place. All five dashboard metrics are summarized here. Check the time, tasks, workload, progress and cost of your project and know instantly if you’re on schedule.

Track project tasks

Track all of your tasks with our color-coded chart. You can easily see which tasks are started, in progress or complete. Get a quick overview of how much work you have left.

See your percent complete

Know what percentage of your tasks are done, and which ones are holding you up. If you add summary tasks on our Gantt chart, they’ll show up here, too.

Ahead or behind schedule

See if your schedule is moving forward as planned or running behind. The time chart measures the percentage complete for your whole project, making it easy to avoid scope creep.

Monitor your team’s work

Assigned tasks are shown as completed, remaining and overdue by color on the workload graph. The data is based on the percentage complete for each task.

Make sure you’re on budget

Compare your planned costs against your actual costs with the cost graph. Your budget is a baseline set against what you spend executing the project, so you’re aware of your expenditure.

Integrate with over 1,000 business & project management apps

See all integrations

Manage tasks right in your Gmail app. Plus, sync to Google Drive & your Google Calendars.

Seamless importing and round-tripping of Microsoft Project plans, Excel files and CSV files.

Keep the data flowing when you connect with Salesforce via our Zapier integration.

Share all your project conversations in your favorite Slack channels.

View and update all your ProjectManager tasks in Jira for maximum efficiency.

For more advanced integrations, take advantage of our custom API.

Powerful for managers. Flexible for teams.

Trusted by 35,000+ users worldwide.

“The reporting feature is outstanding – lets you personalize the reporting, and export it.”

“It has an excellent price if we think about all the functions that ProjectManager has.”

“I feel good about recommending ProjectManager because of the people you have in support”

Start your free 30-day trial

Deliver faster, collaborate better and innovate more effectively without the high price tag or months-long implementation required by other products.

How to Create a Task Tracker in Excel (Download Free Template)

Step 1 – Making a Dataset for a Task Tracker in Excel

• Insert the following headers in the dataset.

• Select cell B5 and go to Home.
• Select Conditional Formatting from the Styles tab and choose New Rule from the drop-down list.

• In the New Formatting Rule box, select Format only cells that contain in the Select a Rule Type.
• Select Cell value as not equal to and select a blank cell for the value.
• Click on Format .

• Go to the Border tab on the Format Cells box and select the Outline border.

• Click on OK in both boxes.
• Go to the Home tab with the formatted cell selected and select Format Painter .

• Select an area where you want to keep the dataset.
• Let’s name the spreadsheet AllTaskList . Create a new one with the name Tables .
• Create different values for categories, urgencies, importance, and the status here.

• Go back to the AllTaskList sheet and select cell D5 .
• Go to the Data tab and select Data Validation from the Data Tools  group.

• The Data Validation box will pop up. Go to the Settings tab and select List under Allow .

• Select the Source field and then select the different values from the Tables.

• Click on OK in the Data Validation
• A list box will be added with the categories in the selected cell. Select the appropriate category for it.

• Add list boxes under the other columns with the help of the other sheet.
• Insert values.

• Fill out all the tasks in the dataset. The formats will be automatically added if you copy the lists created by Data Validation for the next rows.

• Select columns B:G, and in the name box, write the name of the dataset, We put Tasklist .

Read More:   How to Create a Daily Task Sheet in Excel

Step 2 – Creating a New Sheet to Track Pending Tasks from the Dataset

• Create a new spreadsheet and name it Pending Tasks .
• Copy over the headers from the first sheet.

• Select cell B5 and insert the following formula.

=FILTER(Tasklist,(AllTaskList!B:B<>0)*(AllTaskList!G:G="Not Done"))

• Press Enter on your keyboard.

• Generally, the list will be sorted as a serial number.
• For a sort by category, use the following formula in cell B5 instead.

=SORT(FILTER(Tasklist,(AllTaskList!B:B<>0)*(AllTaskList!G:G="Not Done")),3)

Breakdown of the Formula

=FILTER(Tasklist,(AllTaskList!B:B<>0)*(AllTaskList!G:G=”Not Done”))

AllTaskList!B:B<>0 is a formula to express a condition and returns a boolean value.

Similarly, AllTaskList!G:G=”Not Done” is a condition and returns a boolean value.

FILTER(Tasklist,(AllTaskList!B:B<>0)*(AllTaskList!G:G=”Not Done”)) returns all the row values where both the above conditions were TRUE.

Read More: How to Create a Progress Tracker in Excel

Step 3 – Creating Pending Tasks Using Different Parameters

• Create a new sheet and create all the headers in it. Name the sheet Pending Tasks by Category .

• Select cell D4 and go to the Data tab.
• Under the Data Tools group, select Data Validation .

• In the Data Validation box, select List under Allow in the Settings  tab.

• Select different category values from the Tables sheet and press Enter .
• Click on OK .
• Select a category from it.
• Select cell B7 and insert the following formula.

=FILTER(Tasklist,(AllTaskList!G:G="Not Done")*(AllTaskList!D:D='Pending Tasks by Categroy'!D4))

• Press Enter . You will see all the values with the category you have selected.

• You can change the category in cell D4 to see the pending tasks of other categories.

• Similarly, you can create pending tasks by urgency and importance.

Read More:  How to Create Real Time Tracker in Excel

Step 4 – Building the Task Details List

• Create a new spreadsheet and name it Task Details .
• Insert the fields of a task in a column and format them.

• Enter a serial number in cell C4 .
• Go to cell C6 and use:

• Go to cell C7 and insert the following formula, then press Enter .

=VLOOKUP($C$4,Tasklist,2)

• Go to cell C8 and apply the following formula:

=VLOOKUP($C$4,Tasklist,3)

• Go to cell C9 and apply the following formula:

=VLOOKUP($C$4,Tasklist,4)

• Go to cell C10 and apply the following formula:

=VLOOKUP($C$4,Tasklist,5)

• Go to cell C11,  then apply the following formula:

=IF(VLOOKUP($C$4,Tasklist,6)="Done","Completed","Work in Progress")

• You can see the task details from the spreadsheet.

• If you change the serial number in cell C4 , you can see the particulars of that specific task.

=IF(VLOOKUP($C$4,Tasklist,6)=”Done”,”Completed”,”Work in Progress”)

VLOOKUP($C$4,Tasklist,6) looks for the value in cell C4 in the 6th column of the original dataset named “Tasklist” .

=IF(VLOOKUP($C$4,Tasklist,6)=”Done”,”Completed”,”Work in Progress”) checks if the value that came up is “Done”. If it is the value, then it prints “Completed”, otherwise goes for the value “Work in Progress”.

Step 5 – Generating a Dynamic Report on the Task Tracker

• Create a new spreadsheet and name it Summary .
• Create a dataset to separate complete and incomplete tasks for different categories.

• Go the cell C5 in the spreadsheet and insert the following formula, then press Enter .

=COUNTIFS(AllTaskList!$D:$D,Summary!$B5,AllTaskList!$G:$G,C$4)

• Select the cell again.
• Click and drag the fill handle icon down to fill up the formula for the rest of the categories.

• Click and drag the fill handle icon to the right to fill up the cells of the next column with the same formula.

• Use the following formula in cell E5 .

=SUM(C5:D5)

• Select the cell again and click and drag the fill handle icon down to the end of the column.

• Find the total tasks done and not done in cells C9 and D9 .

• After some formatting, the final summary will look like this.

• Select the range B5:E9 and go to Insert.
• Select Recommended Chart .

• The Insert Chart box will open. Go to the All Charts tab in it.
• Select your preferred chart. We are using a column chart for the demonstration, so select Column from the left and choose the chart from the right as shown in the picture below.

• Click on OK . The column chart will pop up.

• Click on the Chart and you’ll get the Design tab on the ribbon, where you can apply formatting and modifications.

• Select the category column and the “Done” column in the dataset.

• Go to the Insert tab and select Recommended Chart.
• Go to the All Charts tab and select Pie from the left side of the box.
• Select the type of the pie chart you want from the right.

• Click on OK and you will get a pie chart on top of the spreadsheet. If you change the chart style, it will look something like this.

• Follow the same procedure after selecting the “Category” column and the “Not Done” column and get a pie chart for the incomplete tasks.

• Rearrange the charts inside the dataset.

Download the Template

Task Tracker Template.xlsx

Related Articles

• How to Keep Track of Customer Payments in Excel
• How to Keep Track of Customer Orders in Excel
• How to Keep Track of Invoices and Payments in Excel
• How to Keep Track of Clients in Excel
• How to Make a Sales Tracker in Excel

<< Go Back to  Create a Tracker in Excel | Tracker in Excel | Excel Templates

What is ExcelDemy?

Tags: How to Create a Tracker in Excel

Abrar-ur-Rahman Niloy, holding a B.Sc. in Naval Architecture and Marine Engineering, has contributed to Exceldemy for nearly 1.5 years. As a leader in Excel, VBA, and Content Development teams, he authored 114+ articles and assisted the Exceldemy forum. Presently, as a project writer, he prioritizes stepping out of his comfort zone, aiming for constant technical improvement. Niloy's interests encompass Excel & VBA, Pivot Table, Power Query, Python, Data Analysis, and Machine Learning libraries, showcasing his commitment to diverse... Read Full Bio

[Require your URGENT help.]

When I open this Task tracker template after downloading, it shows an _xlfn. prefix, which is displayed in front of certain formulas (‘SORT’ and ‘FILTER’) in every sheet where they were used.

I am using MS Office Home and student 2016 licensed version. I found that this error occurs when these formulas are not available, in my Office version and also in many other versions.

Therefore, I kindly request the team to create and send me the new task tracker template which resolves this formula issue in my MS Office version. I would be earnestly waiting for your assistance.

Regards, Ashish

Greetings ASHISH PANT , I appreciate you asking this question. We use the Microsoft Office 365 version here. In order to resolve your problem, you need to open the Excel workbook in Microsoft Office 365 version.

Regards ExcelDemy

This is a great tutorial! I’ve been wanting to create a task tracker for a while, and this is the perfect guide. Thanks!

Hello, Instast!

Thanks for your appreciation. To get more helpful content stay in touch with ExcelDemy.

This is really amazing! Why not add a timestamp at a new column, at the very end of every table. This will help tracking the latest updates.

Thank you very much!

Hi Nawaf, thanks for the appreciation!

We focused more on the checklist side of the task tracker- whether or not the task is done or yet to be done (or not) was our main focus here. Also, we wanted to rearrange and prioritize our tasks based on a criteria. So we skipped the timestamps in this article. If that is your priority, you can easily do so too by adding an extra column and including it within the dataset too. You can also add an assigned time and current time and compare them to find the status of the task in the main dataset. If you face any problem regarding the timestamps or want to do something particular with them, let us know. We are always here to assist.

how great is the content you have delivered

Hello y2mate ,

Thanks for your appreciation.

Hello Viraltecho ,

You are most welcome.

Loved this post! The step-by-step guide made it easy for me to create a task tracker in Excel. The free template was also super helpful and exactly what I needed. Thanks for sharing!

Hello Mp3 juice ,

You are most welcome. Thanks for your appreciation. Our free templates are ready to use.

When I use the VLOOKUP function within the “Task Detail” sheet, I get a #N/A error. I did make my ‘AllTaskList’ sheet a table, could that be the reason it fails?

Many thanks

Hello Daz C ,

Making AllTaskList sheet a table is not an issue. May be Named Range is not working properly that’s why VLOOKUP is not getting the lookup values.

Please, check the tasklist from Named Manager . Go to Formulas >> from Defined Names >> select Name Manager . Check the Tasklist contains =’AllTaskList (2)’!$B:$G

N.B: You can change your list based on your sheet.

Here, I made the AllTaskList a table to check either it’s a problem or not.

Here VLOOKUP is working perfectly.

I am uploading the updated Excel file, please download it from here: Creating a Task Tracker Using Table.xlsx

Reagards ExcelDemy

Leave a reply Cancel reply

ExcelDemy is a place where you can learn Excel, and get solutions to your Excel & Excel VBA-related problems, Data Analysis with Excel, etc. We provide tips, how to guide, provide online training, and also provide Excel solutions to your business problems.

Contact  |  Privacy Policy  |  TOS

• User Reviews
• List of Services
• Service Pricing

• Create Basic Excel Pivot Tables
• Excel Formulas and Functions
• Excel Charts and SmartArt Graphics
• Advanced Excel Training
• Data Analysis Excel for Beginners

Advanced Excel Exercises with Solutions PDF

Filter by Keywords

Project Management

How to build a work dashboard (with tips and examples).

Praburam Srinivasan

Growth Marketing Manager

August 2, 2024

Start using ClickUp today

• Manage all your work in one place
• Collaborate with your team
• Use ClickUp for FREE—forever

It’s the beginning of a typical workday. You have endless emails to sift through, multiple apps to scan for updates, and a bunch of scattered handwritten meeting notes that don’t seem to make much sense anymore.

Task overload is brain overload.😶‍🌫️

This is where having a work dashboard can make all the difference.

Whether you manage a small team or lead a complex project, a well-constructed dashboard can give you essential numbers and information at your fingertips, keeping you in control of your workload. Focus and efficiency become second nature to you.

In this blog post, we’ll learn everything about work dashboards, including the steps to building one. Let’s begin!

What Is a Work Dashboard?

Benefits of creating a work dashboard, 1. define your dashboard audience and objective, 2. pull, refine, and cleanse data from various sources, 3. design the work dashboard layout and structure, 4. create visualizations (charts and graphs) for key metrics, 5. customize the dashboard with branding and themes, 6. find a suitable tool for the job, 7. test the dashboard and gather feedback to improve functionality, build your command center with clickup.

A work dashboard is a visual tool designed to consolidate and display KPIs, metrics, and critical data points relevant to a particular business process, department, or project.

It’s a centralized interface for monitoring and analyzing business performance in real time to make decisions quickly. A work dashboard comprises several components, including:

• Data sources, such as databases, spreadsheets, or apps from which information can be pulled
• Widgets, such as bar charts, line graphs, and tables for easy data visualization and interpretation
• Filters that allow customizing the data view with specific criteria selection, such as date ranges or project phases
• Automated notifications and alerts that inform users of significant changes or when specific thresholds are reached

A work dashboard turns data into stories with reporting tools that make project insights pop. For example, a marketing overview dashboard generally comprises the following details:

• Website traffic sources (e.g., organic, paid, social)
• Percentage of visitors converting to leads or customers
• Total spending on advertising and its breakdown by channel
• Email open rates, click-through rates, and unsubscribe rates
• Likes, shares, comments, and overall engagement metrics on social media

Think of a task dashboard as your work best friend, keeping your to-dos organized and on track. Here are some common benefits:

• Centralized information: Instead of wasting time searching for reports, trends, and key metrics, gain instant insights into project efficacy, resource allocation, and potential bottlenecks from a single source of data
• Smoother project progression: A work dashboard empowers you to visually map out task dependencies, showing how each task is interconnected; that way, you can understand the flow of your project better and identify delays or conflicts with ease
• Automated workflow processes: Reduce the need to switch between different platforms by integrating your dashboard with other tools, such as workforce analytics software and email, calendar, and project management apps; ensure routine tasks are handled consistently
• Greater productivity: A dashboard that includes personal performance metrics, such as your average task completion time, adherence to deadlines, and frequency of task revisions, equips you to optimize your work habits and foster efficiency
• Client and stakeholder reporting: Use your dashboard to generate project reports for important personnel (internal and external), comprising details like task statuses, milestones achieved, and due dates; build mutual trust and transparency

Steps to Build an Effective Work Dashboard

Your ultimate goal should be to build a dashboard that is as clear and easy to use as possible. Here’s how to get started.

This one may seem obvious, but it is often taken for granted. You must understand the need to create a work dashboard. Research your “Why?” and ask yourself the following questions:

• What significant problems are you looking to solve with the dashboard?

Is it to improve internal communication? Is it to keep a better track of sales made via the company website? Is it to review social reach on the blog posts your marketing team is putting out? Find the reason.

• Who are you building it for?

If it’s you and only you, skip this step. If more people will use the dashboard, write down their roles in the organization and clarify what tasks they perform on a daily basis.

For example, a sales agent works differently from a customer service staff member and would, therefore, oversee metrics, KPIs, and benchmarks that are poles apart. This information will help you answer the next question and build a shared dashboard that’s useful for everyone.

• What key metrics and data need to be displayed?

What information do you want to be visible at a glance? Do you want to gain insight into project statuses and task completions? Do you want to keep track of team deadlines and performance? Once you know who you’re building the dashboard for and their roles and responsibilities, you can determine the exact KPIs and metrics.

• What data sources will be used to pull information?

Clarifying this is vital for you to put the necessary mechanisms in place.

For example, if you want to improve internal communication and believe that knowing each team member’s exact workload will help, ensure that your data sources include time-tracking software, project management analytics apps, client reporting tools , and possibly even direct feedback from your entire team.

This way, you can gather comprehensive data on task assignments, deadlines, and individual capacities.

• Will the dashboard be refreshed daily, weekly, monthly, or annually?

The frequency will depend on the nature of your work and the timeliness of the information required.

• What security measures need to be in place?

Safeguarding organizational data is more critical than ever, and your dashboard must be equipped with user authentication, access controls, and data encryption. It should also comply with relevant data protection regulations.

Of course, this questionnaire isn’t exhaustive, but it sets the ball rolling for you. Trust us—investing your energy upfront will only help you build a dashboard that supports you in the way you desire. So, do your due diligence.

A quick way to get started with a work dashboard is to use ClickUp’s Project Management Dashboard Template . It helps keep projects running smoothly by providing real-time insights into team workload, project progress, task status, and deadlines.

The template offers a visual representation of the project’s progress through each stage and makes collaboration easier with real-time editing in ClickUp Docs . You can also:

• Define trackable goals, like OKRs, sales targets, skill enhancement, etc., and monitor progress in ClickUp Goals
• Create well-defined roadmaps in ClickUp Tasks for complete visibility into dependencies and priorities with custom tags and statuses
• Automate workflows like sending emails for task actions, form submissions, status changes, etc., with ClickUp Automations

Identifying data sources for your dashboard is just the tip of the iceberg. You must also establish connections with them. This might involve setting up API integrations, importing CSV files, or directly connecting to databases, cloud storage, or third-party applications.

Use tools like Klamp and Integromat to connect various data sources seamlessly. Once that’s sorted, map out how data from different sources will be combined and displayed on your dashboard .

For instance, you might need to join tables from a database, merge numbers from different spreadsheets, or combine API data with local files. Whatever it is, simplify your process. You can seek inspiration from many project dashboard examples to elevate your data flow.

A dashboard is only as effective as the data that populates it. Inaccurate data can lead to under-informed decision-making, negatively impacting project progress and teamwork efficiency. Therefore, to ensure the data your dashboard displays is valid and accurate, you must:

• Set up validation rules in your data entry systems to catch errors at the point of entry
• ​​ Keep track of data changes and updates using version control systems
• Decide on a strategy to handle missing values , such as imputation, using default values, or excluding incomplete records
• Conduct spot checks and compare dashboard data with original sources to confirm that everything’s correctly integrated and displayed and doesn’t have any misspellings, incorrect values, or outliers
• Use standardized formats, naming conventions, and units of measure to prevent discrepancies (e.g., date formats, address formats, capitalization)
• Establish automated data refresh schedules so your dashboard always reflects the most current information without manual intervention.

Start by outlining the main sections that will be featured—what does your target audience need to see first? Are there KPIs or real-time data points that are most vital? Most probably.

Place those in prominent spots on the dashboard where your eyes naturally go first, such as the top-left corner. Other widgets, such as gauges, text boxes, images, and heat maps, will also need to be added. Scale them according to their importance and the volume of data they display.

For example, larger widgets can be used for critical, high-volume data, while smaller widgets can summarize less crucial information.

When it comes to navigation, you want it to be straightforward. Who wants to waste time figuring out how to move between different sections on the dashboard?  Use new tabs, dropdown menus, or sidebars. Also, add color and various font sizes to the dashboard for clarity.

Since we live in a hyper-connected digital age, creating a dashboard that works across desktops, tablets, and mobile devices is essential. Ensure elements aren’t cluttered and follow a logical flow for ease of use, regardless of the screen size.

Data representation is a complex task. As the whole point of a work dashboard is to showcase multiple types of information at any given time, choosing the right way to visualize them matters. A lot. There are several ways to represent data:

• Graphs: They’re the easiest way to compare data and benchmarks and can be resized or filtered for more specific analysis. Graphs can quickly identify correlations or discrepancies between different data sets. Ensure consistency in scales and units to make comparisons meaningful
• Tables: Usually placed at the bottom of the dashboard, they allow you to delve into specifics that might not be immediately visible in summary visualizations like charts or graphs. Use sorting and filtering options to make tables more interactive and user-friendly
• Cards : Think of them as a map overlay that gives you a bird’s eye view of essential metrics or data points at a glance. For instance, you can place a quick snapshot of performance indicators on an OKR dashboard and highlight changes or alerts with color-coding
• Timelines : They allow you to measure one or more metrics against time, making them suitable for identifying peak trends or activity periods. You can provide a short blurb with the timeline for further context
• Charts: They illustrate trends, comparisons, and distributions, making complex information easier to understand and analyze. Some commonly used charts in dashboards include spider and radar, scatter plots, gauges, bar, and pie

Choose the type of chart you need to present based on the data you’re dealing with. For example, use line charts for trends, pie charts for proportions, bar charts for comparisons, and scatter plots for relationships between variables. Use legends, labels, and appropriate color schemes to enhance readability and clarity.

Another essential aspect of visualizations is incorporating data filters and drill-down options to adjust the data view based on specific criteria or click on high-level metrics to access more detailed information.

Hover-over tooltips are also helpful in showcasing additional information when you hover your cursor over a specific part of a widget. This adds depth to the dashboard and allows you to populate it with more data without cluttering the main view.

Your dashboard is a part of your organization’s ecosystem, so its branding must reflect that. You don’t have to go overboard and overflex your design skills. Just keep some basic design principles in mind.

For example, use the brand color palette for your dashboard’s backgrounds , charts, icons, and other visual components. If your brand colors are emerald green and off-white, use them consistently to create a cohesive look and feel.

Always add the official logo . Place it in a prominent location, such as the bottom-right corner, to reinforce brand identity every time the dashboard is accessed. Users who feel comfortable and familiar with the interface will likely engage with it regularly.

Secondly, allow users to tailor their view to suit their preferences . For instance, providing options for dark mode can make the dashboard easier on the eyes during late-night sessions or when working in environments with low-light settings.

You should be able to switch from dark brown to bright green, not dark brown to dark green, as the two colors clash. Therefore, be careful when choosing the colors for your work dashboard. The rule of thumb is to select two, a maximum of three, and stick to them.

Lastly, use high-contrast colors for better readability , add alt text for images, and ensure that navigation is intuitive and keyboard-friendly.

Before building a work dashboard, it’s important to choose a tool that can support this enormous task. From simple spreadsheets to highly customizable progress charts, you may feel spoiled for choice.

For example, Google Sheets may be handy for basic dashboards. On the other hand, Business Intelligence (BI) tools are known for superior data analysis and customization capabilities. However, they have steeper learning curves and may require specialists to operate.

Then, there are project management software solutions like ClickUp, which have built-in dashboards that enhance visibility, drive productivity, and support data-driven decision-making. All you need to do is plug in the data.

ClickUp Dashboards turn chaos into clarity, giving you an eagle’s eye view of your projects.

With the ClickUp Views functionality, you can take what you’re ready to work on and convert it into graphs and charts in a few clicks. It automatically pulls data from your current tasks to create a dashboard to visualize your work—whether in the guise of a List, Gantt Chart, Kanban Board, or more.

With ClickUp, we went one step ahead of the game and created dashboards where our clients can access and monitor performance, occupancy, and projects in real time. This allows clients to feel connected to their teams, especially given that they are located in different countries, and sometimes even on different continents.

The software engineering operations dashboard is an excellent example of how you can get a lowdown on all your development activities in real time. You can track various metrics, including sprint velocity, burn up, burn down, lead time, cycle time, and cumulative flow charts.

The dashboard helps you focus on your sprint objective of delivering faster and working smarter. Check out these dashboard examples in ClickUp to discover different ways to streamline your projects.

A step-by-step guide to creating a Dashboard in ClickUp

To create a new Dashboard:

• In your  Sidebar , open  Dashboards Hub
• From Dashboards Hub, in the upper-right corner, click  New Dashboard

To add a card to an existing Dashboard:

• In the upper-right corner of the Dashboard, click  + Add card
• Using the categories in the sidebar, select a pre-made card or create a custom card

To edit a card, the Dashboard containing the card must be in edit mode

To enable edit mode and edit a card:

• In the upper-left corner of a Dashboard, make sure to enable  Edit mode
• In the upper-right corner of the card, click the  cog  icon to open the Edit card modal
• Edit the card settings and click  Save

Each card has different settings, some of which require more explanation than others. You can pick from 40+ Dashboard cards to personalize your dashboard according to your preferences. Some popular options include Calculation Cards, Status Cards, Assignee Cards, Sprint Cards, and Embed Cards.

Do you work with external stakeholders and clients? No problem. The Client Portal Dashboard offers a collaborative space for you to invite different parties to contribute to the project process. You can leverage client reporting methods and add much more value as a team.

So, how do you find the best dashboard software to transform your project data into visual gold? Here are a few factors to keep in mind:

• It should have an intuitive interface that makes it easy for you to navigate and interact with the dashboard; features like drag-and-drop widget placement, analytics and reporting, and premade templates are helpful
• Consider what features are most important for your team, such as data visualization capabilities, ease of use, integration options, scalability, and customization features
• Look for options to experiment with colors, fonts, and overall themes to align with your organization’s identity
• Check if the vendor provides good customer support, comprehensive documentation, and training resources
• As your team and data needs grow, the tool should be able to scale accordingly

Before you deploy the dashboard and make it live, test it thoroughly. Once all the necessary checks have been performed, share it with relevant stakeholders.

Allow them to use it for a few weeks or months—depending on the dashboard’s complexity—and then return to gather feedback. This can be done through surveys, direct conversations, and forms. 

Test your dashboard

• Cross-check the data displayed against the original sources; compare data points, totals, averages, and any calculated metrics to confirm they match up exactly with your raw data
• Determine whether all interactive elements, such as filters, drill-downs, and navigation buttons, work as intended and provide the expected results
• Ensure the dashboard is responsive and delivers a consistent experience when viewed on a desktop, mobile, or tablet
• Test it on popular browsers like Chrome, Firefox, Safari, and Edge to identify and fix any compatibility issues

Ask specific questions about what works well, what’s confusing, and what additional features or data might be helpful. For instance, if multiple users find a specific widget unnecessary, it’s a sign that you may need to redesign or remove that element.

Prioritize the feedback based on impact and feasibility, focusing first on changes that will provide the most significant benefit to the greatest number of users.

Have you created a dynamic work dashboard that streamlines data on a single page? 

An ideal work dashboard is straightforward, intuitive, and customizable. It’s a valuable tool for making work life easier and avoiding drowning in copious data, reports, and perspectives.

Creating a truly functional dashboard requires a clear understanding of what you need, well-defined metrics, real-time data integration, and a seamless user experience to monitor, analyze, and act on key information effectively.

Lucky for you—ClickUp has what it takes to support your project goals and team performance. It can adapt to your organization’s evolving needs and grow with you.

With our customizable work dashboards, know exactly what needs to be done and reduce the stress and anxiety associated with managing multiple tasks and deadlines at scale.

Sign up for ClickUp for free and experience the benefits yourself.

Questions? Comments? Visit our Help Center for support.

Receive the latest WriteClick Newsletter updates.

Thanks for subscribing to our blog!

Please enter a valid email

• Free training & 24-hour support
• Serious about security & privacy
• 99.99% uptime the last 12 months

1,268 inspirational designs, illustrations, and graphic elements from the world’s best designers. Want more inspiration? Browse our search results ...

• For designers
• Hire talent
• Inspiration
• Advertising
• © 2024 Dribbble
• Freelancers