Add a Card to the Dashboard

You can add a card to the dashboard to set the filters used on that card. Then you can see an overview of filtered details and drill down to the items (tasks, forms, or processes) that meet that criteria.

  1. Tap to open the dashboard.
  2. Tap the Add button .
  3. Tap the item type by which you want to filter the project.
  4. Tap the filter options and select what you want to filter for.
    You must select at least one filter option.
  5. Tap Save.
  6. Tap on the card name to give the card a more meaningful name.
  7. Tap Save.
The new filter card is added to the dashboard.
You might want to change the order of the cards on the dashboard. See Order the Cards on the Dashboard.