Visualize your projects using custom dashboards

Pro

Dashboards in Plane give you a bird's-eye view of your projects through customizable visualizations. They help you monitor progress, identify bottlenecks, and make data-driven decisions without diving into individual projects.

Create Dashboard

To create a new dashboard:

1. Navigate to the Dashboards section in the left sidebar.
2. Click the Add dashboard button in the top-right corner.
3. Give your dashboard a descriptive name (e.g., Project Analytics Dashboard or Workload by Team)
4. Choose which projects to include in your dashboard.
5. Click Create dashboard to finish.

Add Widgets

Once you've created a dashboard, it's time to add widgets. Widgets are visualization components that display your project data in different formats.

To add a widget:

1. Click the + Add widget button.
2. Choose a widget type.
3. Configure your widget with the specific data you want to display.
4. Name your widget to reflect what it shows.
5. Position it on your dashboard by dragging it

Widget types

Bar chart

Perfect for comparing quantities across categories, like work items by priority or state. The bars make it easy to spot patterns and imbalances.

Line chart

Ideal for tracking trends over time, such as completed work items per week. Use these to identify patterns and forecast future performance.

Area chart

Similar to line charts but with the area below the line filled in, making it easier to visualize volume changes over time.

Donut chart

Great for showing proportions and percentages of a whole, like work item types or assignee workload distribution.

Pie chart

Another option for displaying proportional data when you need to see how different segments relate to the whole.

Number

Simple counters that show important metrics like total work items, overdue tasks, or completed items. Use these for at-a-glance KPIs.

Customize Widgets

Each widget type comes with specific configuration options:

Data selection

• Property
  Choose what data to group by (e.g., Work item Types, Priority, Assignee)
• Metric
  Select what to measure (e.g., Work item count, Estimate points)

Appearance

• Color scheme
  Choose from preset palettes like Modern, Horizon, or Earthen.

• Center value
  Toggle whether to show the total count in the middle of donut/pie charts.

• Legends and Tooltips
  Enable or disable these to control how much detail appears

Style options

• Fill color and Opacity
  Customize the look of area charts

• Borders and Smoothing
  Refine the appearance of your charts

• Markers
  Add data point indicators on line charts

Interact with your dashboard

After setting up your widgets, use your dashboard for insights:

• Hover over chart elements to see detailed tooltips.
• Use the legends to identify specific categories.
• Click the View or Edit button at the top right corner to switch from edit to view mode.