Dashboards

Dashboards in SetGet are customizable canvases where you arrange widgets to visualize the metrics that matter most to your team. Instead of navigating between analytics pages, build a dashboard that shows everything in one place: cycle burndowns, priority distributions, assignee workloads, completion trends, and more.

Creating a dashboard

1. Go to Analytics > Dashboards in the workspace sidebar.
2. Click Create Dashboard.
3. Enter a name and optional description.
4. Click Create.

The new dashboard opens in edit mode, ready for widgets.

Dashboard properties

Property	Description
Name	The dashboard title (shown in the sidebar and share links)
Description	Optional description of the dashboard's purpose
Visibility	Private (only you) or shared (visible to workspace members)
Favorited	Whether it appears in your favorites section

Adding widgets

Widget types

Widget type	Description	Use case
Bar chart	Horizontal or vertical bars comparing values	State distribution, priority comparison
Pie chart	Proportional breakdown of a dimension	Label distribution, assignee share
Line chart	Trend over time	Created vs. completed, backlog size trend
Area chart	Stacked area showing cumulative values	Cumulative flow diagram
Number	Single large metric	Total open items, overdue count
Table	Tabular data with sorting	Top assignees, items by project
Burndown	Cycle burndown with ideal and actual lines	Sprint tracking
Burnup	Cumulative items completed over time	Release progress
Activity feed	Recent activity events	Team activity monitor
Custom query	Free-form query with custom grouping	Advanced analytics

Adding a widget

1. In edit mode, click Add Widget.
2. Select the widget type.
3. Configure the widget (see below).
4. Click Save Widget.
5. The widget appears on the dashboard.

Configuring a widget

Every widget has a configuration panel with these common settings:

Setting	Description
Title	Widget title displayed above the chart
Data source	Workspace or specific project(s)
Dimension	What to group by (state, priority, assignee, label, etc.)
Metric	What to count (work items, estimates, time logged)
Filters	Narrow data (state, priority, assignee, label, date range)
Date range	Time period for the data
Chart style	Visual appearance options (colors, legend position)

Number widget configuration

Setting	Description
Metric	The number to display (e.g., total open items)
Comparison	Show change vs. previous period (e.g., "+12 from last week")
Color rules	Green/yellow/red thresholds for visual alerts

Table widget configuration

Setting	Description
Columns	Select which fields to display
Sort	Default sort column and direction
Row limit	Maximum number of rows (default: 10)
Grouping	Group rows by a dimension

Burndown widget configuration

Setting	Description
Cycle	Select the cycle to track
Show ideal line	Toggle the ideal burndown line
Show scope changes	Indicate when items were added or removed

Dashboard layout

Grid system

Dashboards use a responsive grid system. Widgets can be:

• Resized -- drag the bottom-right corner to change the widget's width and height.
• Repositioned -- drag the widget header to move it to a different position.
• Full width -- stretch a widget across the entire dashboard width.

Layout modes

Mode	Description
Edit mode	Resize, reposition, add, remove, and configure widgets
View mode	Read-only view with live data

Toggle between modes with the Edit / Done button in the top toolbar.

Responsive behavior

On smaller screens, widgets stack vertically in a single column. The grid reflows automatically.

Widget data refresh

Widgets display live data. The refresh behavior:

Trigger	Description
Page load	Data is fetched when the dashboard is opened
Manual refresh	Click the refresh icon on the dashboard toolbar
Auto-refresh	Configurable interval (off, 1 min, 5 min, 15 min, 30 min)

TIP

Enable auto-refresh for dashboards displayed on a wall monitor or shared screen during standups.

Sharing dashboards

Visibility settings

Visibility	Who can see it
Private	Only the dashboard creator
Workspace	All workspace members with analytics access
Public link	Anyone with the link (read-only, no SetGet account required)

Changing visibility

1. Open the dashboard.
2. Click the Share button.
3. Select the visibility level.
4. For public links, copy the generated URL.

WARNING

Public links expose dashboard data to anyone with the URL. Do not use public links for dashboards containing sensitive project data.

Collaborating on dashboards

Shared dashboards can be edited by:

Role	Can view	Can edit
Owner (creator)	Yes	Yes
Admin	Yes	Yes
Member	Yes	No (can duplicate and edit the copy)
Guest	No	No

Members who want to customize a shared dashboard can click Duplicate to create their own copy.

Favoriting dashboards

Click the star icon on any dashboard to add it to your favorites. Favorited dashboards appear at the top of the dashboard list for quick access.

Duplicating a dashboard

1. Open the dashboard.
2. Click the ... menu.
3. Select Duplicate.
4. The copy is created with "(Copy)" appended to the name.
5. Edit the copy to customize it.

Deleting a dashboard

1. Open the dashboard.
2. Click the ... menu.
3. Select Delete.
4. Confirm.

Deleting a shared dashboard removes it for all viewers. Consider transferring ownership or changing visibility to private before deleting.

Example dashboards

Sprint standup dashboard

Widget	Type	Configuration
Cycle burndown	Burndown	Current active cycle
Today's updates	Activity feed	Last 24 hours, current project
Blocked items	Table	Filter: state = "Blocked"
Assignee workload	Bar chart	Dimension: assignee, metric: in-progress count

Executive overview dashboard

Widget	Type	Configuration
Total open items	Number	All projects, open states
Completed this week	Number	All projects, completed in last 7 days
Priority distribution	Pie chart	All projects, by priority
Project comparison	Table	Columns: project, open, in progress, done this week
Trend: created vs. completed	Line chart	Last 30 days, all projects

Team workload dashboard

Widget	Type	Configuration
Items per assignee	Bar chart	By assignee, in-progress only
Overdue items	Table	Filter: past due date, not completed
Average completion time	Number	Last 30 days
Completion trend	Line chart	Last 90 days, by week

Permissions

Role	Can create	Can view shared	Can edit shared	Can delete own
Owner	Yes	Yes	Yes	Yes
Admin	Yes	Yes	Yes	Yes
Member	Yes	Yes	No	Yes
Guest	No	No	No	No

Related pages

• Analytics overview
• Time tracking
• Time tracking reports
• Cycles
• Views