Ability to Add a Board into a Dashboard | Community
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Madalyn_Destafney
New Participant
July 19, 2022
New

Ability to Add a Board into a Dashboard

  • July 19, 2022
  • 11 replies
  • 1715 views

The new Boards are great, but I want to be able to add a board to a dashboard. I have a lot of team-specific dashboards and we're starting to use Boards for project team to-dos that aren't really tied to projects. Just like we can bring in a report, calendar or external link to a dashboard, I want to be able to bring in a Board.

11 replies

landyrane
New Participant
January 2, 2025

Would love to see this! 

New Participant
August 28, 2024

Ohh I see, so it goes back to the syncing of statuses topic we discussed earlier, where my cards first would need to move to a completed column automatically when the related object is marked closed/resolved. Makes sense. Thank you!

Madalyn_Destafney
New Participant
August 28, 2024

@annaholder it's typical to have a column that is the equivalent of complete and the cards go there when in a complete status. Then you can archive them X days/weeks after the card moves to the completed column.

If this helped you, please mark correct to help others : )
New Participant
August 27, 2024

No problem @madalyn_destafney , I appreciate all your help!  

 

Hmm, so you can only set it up on a single column?? 

Madalyn_Destafney
New Participant
August 27, 2024

@annaholder , sorry for the delay, I was on vacation last week.

You can set archiving in the configure > cards area of the board at the bottom:

 

If this helped you, please mark correct to help others : )
New Participant
August 21, 2024

Hi @madalyn_destafney -- I went through the documentation and got a column set up with the automatic status change functionality. Yay! Do you know if there is a way to automatically set a card to archive when the connected item is closed/resolved? 

New Participant
August 13, 2024

Thank you for this! Kinda complicated, gonna have to play with it to make sure I understand!

Madalyn_Destafney
New Participant
August 8, 2024

@annaholder, yes, moving cards automatically to different columns based on status is part of your board configuration.

More on connected cards here.

More on board columns/configuration here.

If this helped you, please mark correct to help others : )
New Participant
August 8, 2024

Hi @madalyn_destafney, thanks for the quick response and for confirming. That is unfortunate. I am curious now though, about dynamically tying an object to a board.  If I add a connected task/issue card, can the board be configured to move the card to another column automatically, based on the status on the connected task/issue? 

Madalyn_Destafney
New Participant
August 7, 2024

@annaholder , nope, still cannot add a board into a Dashboard. Can't add projects to a Board, you are correct it's only tasks/issues, which makes sense so those are the units that would be individually moving into different statuses/columns. You could add projects as cards if you want, you just can't make connected cards/they won't be dynamically tied to the projects. You'd have to move them among columns manually.

If this helped you, please mark correct to help others : )