---
url: /recipes/lead-dashboard.md
description: See your team's load, overdue tasks and progress on one dashboard.
---

# Build a lead's dashboard

This recipe is for a team lead who wants to answer three questions in one glance every morning:

* Who is overloaded?
* What is late?
* Are we moving?

You build one
[Dashboard view](/guides/build-a-dashboard) over your team's folder and open it before the
stand-up. How a view draws on its sources is explained in
[Views as lenses on tasks](/concepts/views).

You need your team's [folder](/concepts/hierarchy), with the team's lists in it.

::: warning Access to create the dashboard
You need [**Edit** access](/concepts/sharing) to the folder and a
[permission set](/reference/permissions-and-access) that can create views, such as
**List/Folder manager**. Without them, create the dashboard as a
[personal view](/concepts/personal-and-work) in **User Views** (see the last variation).
:::

## Six widgets in two rows

| Row | Widget | Answers | [Its own filter](/guides/build-a-dashboard#widget-settings) |
|---|---|---|---|
| 1 | **Tasks by Assignee** | Who carries how much open work | [**Stage**](/concepts/statuses) none of **Done** |
| 1 | **Urgency by person** | Who has the urgent and high-priority tasks | **Stage** none of **Done** |
| 1 | **Due date outlook** | How much is overdue, due today, this week, later, or has no date | **Stage** none of **Done** |
| 2 | **Completed per week** | Is the team finishing more or less than before | none |
| 2 | **Latest tasks** | Which open tasks are late, by name | **Due date** before / less than **Today** ([**Relative**](/reference/view-filters#relative-dates)), **Stage** none of **Done** |
| 2 | **Progress overview** | How much of the work is done | none |

The filter operators are listed in [View filters](/reference/view-filters).

![The dashboard view Team pulse: Tasks by Assignee, Urgency by person, Due date outlook, Completed per week, Latest tasks and Progress overview; markers 1–3 show Tasks by Assignee, Due date outlook and Latest tasks, three of the four widgets with their own Stage filter (the fourth is Urgency by person)](/shots/recipes/lead-dashboard-1.light.webp){.light-only}
![The dashboard view Team pulse: Tasks by Assignee, Urgency by person, Due date outlook, Completed per week, Latest tasks and Progress overview; markers 1–3 show Tasks by Assignee, Due date outlook and Latest tasks, three of the four widgets with their own Stage filter (the fourth is Urgency by person)](/shots/recipes/lead-dashboard-1.dark.webp){.dark-only}

## Dashboard setup in six steps

1. In the menu of your team's folder, choose **New view**. Name it **Team pulse**, set
   **Display Mode** to **Dashboard** and press **Create**
   ([New dashboard view](/guides/build-a-dashboard#new-dashboard-view)).
   An empty dashboard opens; its source is the folder.

   ::: info Everyone in the folder sees this view
   With **Inherit access** on (the default), everyone with access to the folder sees it. To keep
   the folder's members out, switch **Inherit access** off in the form. To keep it to yourself,
   create it in **User Views** instead
   ([Private branches](/guides/share-a-folder-or-list#private-branches)).
   :::

2. Press **Add widget** and add the six widgets from the table, one by one
   ([Add widgets](/guides/build-a-dashboard#add-widgets)).
   Each widget appears on the board.

3. Resize each widget to 4 columns wide by dragging its edge, or with **⋯** → **Size** →
   **Wider** / **Narrower**, one column per click
   ([Widget settings](/guides/build-a-dashboard#widget-settings)).
   The board is 12 columns wide, so three fit in a row.

4. Drag the widgets into two rows of three.
   The six widgets sit three to a row, as in the picture above.

5. Click each widget's gear (**Widget settings**) and set its **Filter** as the table says
   ([Widget settings](/guides/build-a-dashboard#widget-settings)).
   The widget redraws with the filtered count.

   ::: warning Leave the view unfiltered
   Put **Stage** none of **Done** on the four widgets, not on the view. A view filter also hides
   finished work: **Completed per week** drops to zero and **Progress overview** loses its
   **Done** share.
   :::

6. In the view's menu, choose **Pin to…** → **Sidebar**
   ([Pin lists, folders and views](/guides/find-anything#pin-lists-folders-and-views-to-the-sidebar)).
   **Team pulse** appears among the pins at the top of the sidebar.

## Stand-up and weekly reading

**Before the stand-up, two minutes.** Open **Team pulse**.

* A tall bar in **Tasks by Assignee** or **Urgency by person** means one person has more open
  work than the others: [reassign](/guides/assign-and-watch-tasks#assign-a-task) something at the
  stand-up.
* A growing **Overdue** bar in **Due date outlook** means dates are unrealistic: ask for new ones.
* Read the task names in **Latest tasks** and raise them at the stand-up. The rows can't be
  clicked: to see a task, open it from its list or [search](/guides/find-anything) for its name.

::: tip More rows in Latest tasks
**Latest tasks** lists the 25 most recently active tasks. To list more, raise **Max rows** in
its **Widget settings**, up to 100.
:::

**Once a week.** Look at **Completed per week**. The dashed line is the average, so a week below
it stands out.

## Wrong counts: missing or extra tasks

| You see | Why | Fix |
|---|---|---|
| A widget counts finished tasks | Its own **Filter** lacks **Stage** none of **Done** | Add it in the widget's **Filter**; see [Widget settings](/guides/build-a-dashboard#widget-settings) |
| A widget shows fewer tasks than you expect | The view's filter applies to every widget | Check the view's filter first, then the widget's own **Filter**; see [View filters](/reference/view-filters) |
| A teammate's tasks are missing | The view sees only lists in its sources that you have access to | Add the list in the view's [**Sources**](/concepts/views#sources-where-a-view-looks); if you have no access to it, ask for a share ([Share a folder or a list](/guides/share-a-folder-or-list)) |
| Everyone sees your dashboard | A view created on a folder is shared with everyone who has access to that folder, because **Inherit access** is on | Turn it off in the view's share dialog (**⋯** → **Share…**) to keep the folder's members out, or create the view in **User Views** to keep it to yourself; see [Private branches](/guides/share-a-folder-or-list#private-branches) |

## Variations: time, custom charts, several workspaces

* **Time, not tasks.** Swap **Tasks by Assignee** for **Estimate by Assignee** and add
  **Time logged by List** if your team [tracks time](/guides/track-time).
* **Your own chart.** **Custom chart** groups tasks by the field in **Group by** (such as **Tag**
  or **List**). Set **Measure** to one of:

  * **Count**
  * **Sum**
  * **Average**

  For **Sum** or **Average**, pick **Time estimate** or **Tracked time** in **Field**. All
  options: [Widget settings](/guides/build-a-dashboard#widget-settings).
* **A dashboard across workspaces.** Create it as a [personal view](/concepts/personal-and-work)
  in **User Views**, with several workspaces as its sources, if you lead people in more than one
  workspace; see [Keep personal and work tasks together](/recipes/personal-and-work-together).