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What This Does

This guide explains how to use project dashboards and filters to review progress, risks, and work distribution.

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Steps

  1. Open the project dashboard.
  2. Review the highest-level metrics.
  3. Apply dashboard filters such as:
    • start date
    • end date
    • compare window
  4. Review changes in delivery health or trend charts.
  5. Open the project list view.
  6. Filter by:
    • story, task, or issue tab
    • status
    • assignee
    • team
    • priority
  7. Use board view to inspect flow by status.
  8. Open individual records for updates.

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Tips

  • Use the dashboard to spot trends.
  • Use the list and board to correct the underlying work.
  • Compare filtered dashboard results to the filtered list when validating a metric.