Graph widget

The Graph widget is a bar chart you can use to display a filtered group of records. This can be helpful for easily identifying how many tasks are left in a Project or in a department’s pipeline steps.

In this step-by-step tutorial, we will cover how to create a graph to show which Tasks are overdue. We will also provide examples of other common graphs, such as the duration of Tasks that are left to do in a Project and which Tasks are left to do per department.

Step 1: Add a Graph Widget.

To add a Graph Widget to a page, create a new page from the + page button and select Canvas as the type.

You can also choose Design Page under Page Settings, and then create a New View and select Canvas under View Type, for existing pages.

Step 2: Drag and drop the Graph Widget onto the View.

Step 3: Choose an Entity to graph.

Use the dropdown list to select the entity you want to graph by. For this tutorial, we’ll be selecting Task.

Step 4: Give the graph a name.

Step 5: Determine what to graph.

  1. To see overdue Tasks by Pipeline Step, choose Pipeline Step under “Graph.”
  2. The “Display” setting will determine what appears next to the bars.

Step 6: [Optional] Choose a color for the graph.

Step 7: Include all Projects.

For this graph, unselect Project so that the graph includes all Projects.

Step 8: Add filters to the graph.

Add Status is not final and Due Date is before Today.

And that’s it!

Additional Graphs

Below are examples of three other common, useful graphs.

Left to Do by Project (Task count)

For this graph, you will need to:

1. Graph by Project

2. Display Count

3. Filter by Status is not final

Left to do by Project (Duration)

For this graph, you will need to:

1. Graph by Project

2. Display by Summarize field: Duration field

3. Filter by Status is not final

Left to do by Pipeline Step

For this graph, you will need to:

1. Graph by Pipeline Step

2. Display Count

3. Filter by Status is not final

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