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.

Graph page

Note: Graphs display a subset of the entity you choose to graph. For example, the below graph shows the percentage of steps that are final, for the Tasks entity only.
Percentage

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.

Create page

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.

Graphs

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.

Tasks

Step 4: Give the graph a name.

Widget 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.

Graph display

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

Bar color

Step 7: Include all Projects.

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

No project

Step 8: Add filters to the graph.

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

Filters

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

Graph by project

2. Display Count

Display

3. Filter by Status is not final

Filters status

Left to do graph

Left to do by Project (Duration)

For this graph, you will need to:

1. Graph by Project

Graph by project

2. Display by Summarize field: Duration field

Display duration

3. Filter by Status is not final

Graph status

Left to do duration

Left to do by Pipeline Step

For this graph, you will need to:

1. Graph by Pipeline Step

Graph by step

2. Display Count

Display

3. Filter by Status is not final

Filters status

Left pipeline step graph

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